To help you select the funds that meet your objectives, risk tolerance and time horizon, the Variable Life insurance 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 Variable Life insurance. 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 Variable Life insurance.
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.
|Interest Rate Sensitivity|
|High-Quality||Short-Term Bond (Mason Street Advisors/T. Rowe Price)||Inflation Protection
(Mason Street Advisors/American Century)
Strategic Bond (Russell Investments)**
Select Bond (Mason Street Advisors/Wells Cap)
|Long-Term U.S. Government Bond (Mason Street Advisors/PIMCO)|
|Mid-Quality||Multi-Sector Bond (Mason Street Advisors/PIMCO)|
|Low-Quality||High Yield Bond (Mason Street Advisors/Federated)|
|Government Money Market (Mason Street Advisors/BlackRock Advisors)*|
*Effective May 1, 2016 the Money Market Portfolio has been renamed to the Government Money Market Portfolio.
**Prior to the effective date of their new names on May 1, 2017, the Multi-Style Equity Fund, Aggressive Equity Fund, Non-U.S. Fund and Core Bond Fund will be known by their new names as the U.S. Strategic Equity Fund, U.S. Small Cap Equity Fund, International Developed Markets Fund and Strategic Bond Fund, respectively.