For the most current quarterly Performance Update, download the Select Variable Annuity quarterly performance update.
To help you select the funds that meet your objectives, risk tolerance and time horizon, the Select Variable Annuity fund offerings are organized into style boxes. Style boxes can help show one portfolio's characteristics relative to other investments in the same asset class. Simply select the fund within the style box for more information.
A Northwestern Mutual financial representative can help walk you through the selection process of your investment options for your Select Variable Annuity. Contact a financial representative today for an appointment.
You should carefully consider the investment objectives, risks, expenses and charges of the investment company before you invest. Your Northwestern Mutual Investment Services Registered Representative can provide you with a prospectus that will contain the information noted above, and other important information that you should read carefully before you invest or send money.
The equity style box categorizes the size and management style of the various equity offerings for Variable Annuity.
On the horizontal axis, funds are separated into one of three categories - value, blend or growth, depending upon the management style of the portfolio. On the vertical axis, funds are separated into either their market capitalization, the general size of companies that it invests in, or international.
Equity Style Box Definitions
The fixed income style box demonstrates the two most important and distinguishing characteristics of fixed income funds: credit quality and interest rate sensitivity.
For fixed-income funds, the vertical axis shows the credit quality of the bonds owned and the horizontal axis shows interest rate sensitivity as measured by a bond's effective duration.
The Select Variable Annuity also includes two fixed investment options, the Guaranteed Interest Fund 1 (GIF1) and Guaranteed Interest Fund 8 (GIF8), where available. The general assets of The Northwestern Mutual Life Insurance Company solely back the principal and income of the Guaranteed Interest Funds.
Fixed Income Style Box Definitions
Style Box Disclosure Information
An investment in a Money Market portfolio is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Although a Money Market Portfolio seeks to preserve the value of your investment at $1.00 per share, it is possible to lose money by investing in a Money Market Portfolio.
Mason Street Advisors, LLC (MSA) is a wholly owned company of Northwestern Mutual and is a federally registered investment advisor.
Mason Street Advisors, LLC (MSA) is the principal investment adviser for all the Portfolios in the Northwestern Mutual Series Fund (Series Fund). (NMSF). (Portfolios in the Series Fund are identified by the parenthetical next to the portfolio name.) MSA has engaged and oversees sub-advisers who provide day-to-day management for certain of the Series Fund Portfolios. Each sub-adviser may be replaced without the approval of shareholders. Please see the prospectus for more information. Additional fund options are advised by Russell Investments, Fidelity Investments®, Neuberger Berman Management, Inc., and Credit Suisse Asset Management, LLC.
General Investment Risk Disclosures