Underlying Fund Information — Annuities
For the most current quarterly Performance Update, download the Select Variable Annuity quarterly performance update(not currently approved for use in Mississippi and Oklahoma)
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 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.
Equity Style Box
The equity style box categorizes the size and management style of the various equity offerings for the Select 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.
Specialty and Hybrid Funds
Fixed Income Style Box
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.