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As Of Filer Filing As/For/On Docs:Pgs Issuer Agent 4/07/06 NML Variable Annuity Acct C o..Co N-8A 4/07/06 1:1203 RR Donnelley/FA
Document/Exhibit Description Pages Size 1: N-8A Nml Variable Annuity Account C HTML 7,417K
| NML Variable Annuity Account C |
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM N-8A
NOTIFICATION OF REGISTRATION FILED PURSUANT TO
SECTION 8(a) OF THE INVESTMENT COMPANY ACT OF 1940
The undersigned investment company hereby notifies the Securities and Exchange Commission that it registers under and pursuant to the provisions of Section 8(a) of the Investment Company Act of 1940 and in connection with such notification of registration submits the following information:
| Name: | NML Variable Annuity Account C | |
| Address of Principal Business Office: | 720 East Wisconsin Avenue | |
| Telephone Number: | (414) 271-1444 | |
| Name and Address of Agent for Service of Process: | Robert J. Berdan Vice President, General Counsel and Secretary The Northwestern Mutual Life Insurance Company 720 East Wisconsin Avenue | |
| Copies to: | Michael J. Mazza Counsel The Northwestern Mutual Life Insurance Company 720 East Wisconsin Avenue (414) 665-2052 | |
| Check Appropriate Box: | Registrant is filing a Registration Statement pursuant to Section 8(b) of the Investment Company Act of 1940 concurrently with the filing of Form N-8A Yes ¨ No x | |
| Item 1. Exact name of registrant. | NML Variable Annuity Account C | |
| Item 2. Name of state under the laws of which registrant was organized or created and the date of such organization or creation. | Registrant was organized under the laws of the State of Wisconsin on July 22, 1970. | |
| Item 3. Form of organization of registrant (for example, corporation, partnership, trust, joint stock company, association, fund). | Registrant is organized as a separate account of The Northwestern Mutual Life Insurance Company. | |
| Item 4. Classification of registrant (face-amount certificate company, unit investment trust, or management company). | Registrant is organized as a unit investment trust. | |
| Item 5. If a registrant is a management company:
(a) state whether registrant is a “closed-end” company or an “open-end” company;
(b) state whether registrant is registering as a “diversified” company or a “non-diversified” company. |
Not applicable. | |
| Item 6. Name and address of each investment adviser of registrant. | Not applicable. | |
| Item 7. If registrant is an investment company having a board of directors, state the name and address of each officer and director of registrant. | Not applicable. | |
| Item 8. If registrant is an unincorporated investment company not having a board of directors: | ||
| (a) state the name and address of each sponsor of registrant; | The Northwestern Mutual Life Insurance Company 720 East Wisconsin Avenue | |
| (b) state the name and address of each officer and director of each sponsor of registrant; | ||
| The following lists include all of the Trustees, executive officers and other officers of The Northwestern Mutual Life Insurance Company, without regard to their activities relating to variable annuity contracts or their authority to act or their status as “officers” as that term is used for certain purposes of the federal securities laws and rules thereunder. | ||
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TRUSTEES – As of April 1, 2006
| Name |
Business Address | |
| Edward E. Barr | 2050 Center Avenue Suite 567 | |
| John M. Bremer | The Northwestern Mutual Life Insurance Company 720 East Wisconsin Avenue | |
| Peter W. Bruce | The Northwestern Mutual Life Insurance Company 720 East Wisconsin Avenue | |
| Robert C. Buchanan | Fox Valley Corporation 100 West Lawrence Street (54911) P.O. Box 727 Appleton, WI (54912-0727) | |
| George A. Dickerman | 68 Normandy Road | |
| David J. Drury | Poblocki & Sons, LLC 922 South 70th Street | |
| Connie K. Duckworth | ARZU 77 Stone Gate Lane | |
| James D. Ericson | 777 East Wisconsin Avenue Suite 3010 | |
| David A. Erne | Reinhart Boener Van Deuren, sc 1000 North Water Street Suite 2100 | |
| J. E. Gallegos | Gallegos Law Firm 460 St. Michaels Drive Building 300 | |
| James P. Hackett | Steelcase, Inc. 901 – 44th Street | |
| Hans Helmerich | Helmerich & Payne, Inc. 1437 South Boulder | |
| Stephen F. Keller | 101 South Las Palmas Avenue | |
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| Barbara A. King | Landscape Structures, Inc. Route 3 601-7th Street South | |
| Margery Kraus | APCO Worldwide 700 12th Street, NW, Suite 800 | |
| J. Thomas Lewis | 228 St. Charles Avenue Suite 1024 | |
| Daniel F. McKeithan, Jr. | Tamarack Petroleum Company, Inc. 777 East Wisconsin Avenue Suite 1920 | |
| Ulice Payne, Jr. | Addison-Clifton, L.L.C. 13555 Bishop’s Court Suite 245 | |
| H. Mason Sizemore, Jr. | 2054 N.W. Blue Ridge Drive | |
| Peter M. Sommerhauser | Godfrey & Kahn, S.C. 780 North Water Street | |
| John E. Steuri | 52 River Ridge Road | |
| John J. Stollenwerk | Allen-Edmonds Shoe Corporation 201 East Seven Hills Road P.O. Box 998 | |
| Barry L. Williams | Williams Pacific Ventures, Inc. 4 Embarcadero Center, Suite 3700 | |
| Kathryn D. Wriston | c/o Shearman & Sterling 599 Lexington Avenue, Room 1064 | |
| Edward J. Zore | The Northwestern Mutual Life Insurance Company 720 East Wisconsin Avenue | |
EXECUTIVE OFFICERS – As of April 1, 2006
| Name |
Title | |
| Edward J. Zore | President and Chief Executive Officer | |
| John M. Bremer | Chief Operating Officer (Chief Compliance Officer) | |
| Peter W. Bruce | Chief Insurance Officer | |
| Deborah A. Beck | Executive Vice President (Planning and Technology) | |
| William H. Beckley | Executive Vice President (Agencies) |
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| Mason G. Ross | Executive Vice President & Chief Investment Officer | |
| Mark G. Doll | Senior Vice President (Public Markets) | |
| Christine H. Fiasca | Senior Vice President (Agency Services) | |
| Richard L. Hall | Senior Vice President (Life Product) | |
| William C. Koenig | Senior Vice President & Chief Actuary | |
| Jean M. Maier | Senior Vice President (Insurance Operations) | |
| Meridee J. Maynard | Senior Vice President | |
| Gregory C. Oberland | Senior Vice President & Chief Information Officer | |
| Gary A. Poliner | Senior Vice President & Chief Financial Officer | |
| Marcia Rimai | Senior Vice President (Business Integration Services) | |
| Charles D. Robinson | Senior Vice President (IPS Strategy) | |
| John E. Schlifske | Senior Vice President (Investment Products & Services and Affiliates) | |
| Leonard F. Stecklein | Senior Vice President (IPS) | |
| Robert J. Berdan | Vice President, General Counsel & Secretary | |
| Michael G. Carter | Vice President (Field Compensation & Planning) | |
| Steven T. Catlett | Vice President (Corporate Services) | |
| Eric P. Christophersen | Vice President (Compliance/Best Practices) | |
| David D. Clark | Vice President (Real Estate) | |
| Gloster B. Current | Vice President (Policyowner Services) | |
| John M. Grogan John C. Kelly John L. Kordsmeier |
Vice President (Disability Income) Vice President & Controller Vice President (New Business) | |
| Susan A. Lueger | Vice President (Human Resources) | |
| Jeffrey J. Lueken | Vice President (Securities) | |
| Raymond J. Manista | Vice President (Corporate Planning) | |
| David W. Simbro | Vice President (Long Term Care) | |
| Brenda F. Skelton | Vice President (Communications) | |
| Calvin R. Schmidt | Vice President (Investment Product Operations) | |
| J. Edward Tippetts | Vice President (Wealth Management) | |
| Donald G. Tyler | Vice President (IPS Products & Sales) | |
| Martha M. Valerio | Vice President (Technology Research & Web Resources) | |
| Michael L. Youngman | Vice President (Government Relations) |
OTHER OFFICERS – As of December 1, 2005
| Name |
Title | |
| John Abbott | Director-Field Benefit Consultants | |
| Carl Amick | VP-Risk Management Operations | |
| Jason Anderson | Assistant Director Tax | |
| Mark Backe | Asst. General Counsel & Asst. Secretary | |
| Rebekah Barsch | Vice President Investment Product Lines | |
| Blaise Beaulier | Director of Project Portfolio Management | |
| Beth M. Berger | Asst. General Counsel & Asst. Secretary | |
| Frederick W. Bessette | Asst. General Counsel & Asst. Secretary | |
| Maryann Bialo | Asst. Director DI Benefit | |
| Carrie Bleck | Director Policyowner Services | |
| Melissa Bleidorn | Asst. General Counsel & Asst. Secretary | |
| Sandra Botcher | Asst. General Counsel & Asst. Secretary | |
| Anne Brower | Asst. General Counsel & Asst. Secretary | |
| Michael S. Bula | Asst. General Counsel & Asst. Secretary | |
| Gwen Canady | Director Corporate Reporting | |
| Kurt Carbon | Director Life Lay Standards | |
| Susan A. Cerbins | Asst. General Counsel & Asst. Secretary | |
| Walt Chossek | Director-Finance | |
| Tom Christianson | Director Advanced Business Services | |
| Barbara Courtney | Director Mutual Fund Accounting | |
| Dennis Darland | Asst. Director DI Benefit | |
| Mark Diestelmeier | Asst. General Counsel & Asst. Secretary | |
| Dave Dorshorst | Director Field Services and Support |
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| John E. Dunn | Asst. General Counsel & Asst. Secretary | |
| James R. Eben | Asst. General Counsel & Asst. Secretary | |
| Cheryl Flanders | Compliance & QA Consultant | |
| Carol Flemma | Director-IPS Bus Development/Comm | |
| Don Forecki | Director Investment Operations | |
| James C. Frasher | Asst. General Counsel & Asst. Secretary | |
| John Garofani | Asst. General Counsel & Asst. Secretary | |
| Sheila Gavin | Asst. General Counsel & Asst. Secretary | |
| Don Gehrke | Director-Inv Client Services | |
| Tim Gerend | Asst. General Counsel & Asst. Secretary | |
| Wally Givler | Vice President Investment Accounting | |
| Kevin M. Gleason | Asst. General Counsel & Asst. Secretary | |
| Bob Gleeson | Vice President & Medical Director | |
| C. Claibourne Greene | Asst. General Counsel & Asst. Secretary | |
| Tom Guay | Vice President Underwriting Standards | |
| Greg Gurlik | Director Long Term Care Product Development | |
| Wayne Heidenreich | Medical Director | |
| Gary Hewitt | Vice President & Treasurer | |
| Patricia Hillmann | Director-Annuity Customer Service | |
| Mark W. Humphrey | Director-Architecture Construction Environmental Services | |
| Sharon A. Hyde | Asst. Director Disability Benefit | |
| Elizabeth Idleman | Asst. General Counsel & Asst. Secretary | |
| Todd Jones | Asst. Director- IPS Finance | |
| David B. Kennedy | Asst. General Counsel & Asst. Secretary | |
| Mollie Kenny | Regulatory Consultant | |
| Don Kiefer | Vice President Actuary | |
| James Koelbl | Asst. General Counsel & Asst. Secretary | |
| Abim Kolawole | Asst. General Counsel & Asst. Secretary | |
| Robert Kowalsky | Vice President & Chief Architect | |
| Carol L. Kracht | Vice President, Deputy General Counsel & Investment Counsel | |
| Pat Krueger | Director Annuity Customer Service | |
| Todd Kuzminski | Director Investment Accounting | |
| Donna Lemanczyk | Director-Investment Closing | |
| Elizabeth Lentini | Asst. General Counsel & Asst. Secretary | |
| Sally J. Lewis | Asst. General Counsel & Asst. Secretary | |
| James Lodermeier | Senior Actuary | |
| George R. Loxton | Asst. General Counsel & Asst. Secretary | |
| Cindy Lubbert | Asst. Director-DI Underwriting | |
| Dean Mabie | Asst. General Counsel & Asst. Secretary | |
| Jon Magalska | Actuary | |
| Steve Mannebach | Director Field Management Development | |
| Anthony C. Marino | Asst. General Counsel & Asst. Secretary | |
| Jeff Marks | Director Special Projects | |
| Steve Martinie | Asst. General Counsel & Asst. Secretary | |
| Ted Matchulat | Director Product Compliance | |
| Allan McDonnell | Director-Order Entry Desk/Retail Svc | |
| James L. McFarland | Asst. General Counsel & Asst. Secretary | |
| Patrick McKeown | Investment Research Consultant | |
| Larry S. Meihsner | Asst. General Counsel & Asst. Secretary | |
| Bob Meilander | Vice President Corporate Actuary | |
| Christopher Menting | Asst. General Counsel & Asst. Secretary | |
| Richard E. Meyers | Asst. General Counsel & Asst. Secretary | |
| Joanne Migliaccio | Director Field Services and Support | |
| Michael Mihm | Asst. Director-IPS Field Consulting | |
| Lynn Milewski | Director Annuity New Business | |
| Daniel Moakley | Asst. General Counsel & Asst. Secretary | |
| Jill Mocarski | Medical Director | |
| Karen Molloy | Director Banking & Cash Management |
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| Diane Moro-Goane | Director Marketing Materials Review | |
| Scott J. Morris | Asst. General Counsel & Asst. Secretary | |
| Jennifer W. Murphy | Asst. General Counsel & Asst. Secretary | |
| Tim Nelson | Director Market Conduct | |
| David K. Nelson | Asst. General Counsel & Asst. Secretary | |
| Mary S. Nelson | Asst. General Counsel & Asst. Secretary | |
| Jeffrey Niehaus | Director-Business Retirement Markets | |
| Kathy Oman | Director-IPS Projects and Planning | |
| Timothy Otto | Asst. General Counsel & Asst. Secretary | |
| Art Panighetti | Vice President Tax | |
| Randy M. Pavlick | Asst. General Counsel & Asst. Secretary | |
| David W. Perez | Asst. General Counsel & Asst. Secretary | |
| Judith L. Perkins | Asst. General Counsel & Asst. Secretary | |
| Pete Peterson | Director Long Term Care Administration | |
| William C. Pickering | Asst. General Counsel & Asst. Secretary | |
| Nora M. Platt | Asst. General Counsel & Asst. Secretary | |
| Harvey W. Pogoriler | Asst. General Counsel & Asst. Secretary | |
| Randy Powell | Medical Director | |
| Dave Remstad | Vice President Specialty Markets | |
| Tom Richards | Vice President Agency Development | |
| Dan Riedl | President NMIS | |
| Kathleen M. Rivera | Vice President and Deputy General Counsel | |
| Bethany Rodenhuis | Vice President Audit | |
| Tammy Roou | Asst. General Counsel & Asst. Secretary | |
| Matt Sauer | Director-IPS Compensation | |
| Linda Schaefer | Director-Special Investigative Unit | |
| Thomas F. Scheer | Asst. General Counsel & Asst. Secretary | |
| Jane Ann Schiltz | Vice President Business Markets | |
| Kathleen H. Schluter | Vice President & Tax Counsel | |
| Sue Schmeidel | Director Field Development | |
| Rodd Schneider | Asst. General Counsel & Asst. Secretary | |
| Catherine L. Shaw | Asst. General Counsel & Asst. Secretary | |
| Sherri Shickert | Director Policyowner Services | |
| David Silber | Asst. General Counsel & Asst. Secretary | |
| Stephen M. Silverman | Asst. General Counsel & Asst. Secretary | |
| Mark W. Smith | Associate General Counsel & Asst. Secretary | |
| Warren Smith | Assistant Director-Architecture | |
| Diane Smith | Assistant Director Policyowner Services | |
| Richard Snyder | Director-Mutual Fund Prod | |
| Steve Sperka | Director DI Benefits | |
| Karen Stevens | Asst. General Counsel & Asst. Secretary | |
| Steve Stone | Director IS Finance | |
| Brenda J. Stugelmeyer | Asst. General Counsel & Asst. Secretary | |
| Cheryl Svehlek | Director-Administration | |
| Rachel Taknint | Vice President, Department Planning and Operations & Associate General Counsel | |
| Paul Tews | Director Investment Planning | |
| Kellen Thiel | Director-Managed Products | |
| Derek Tyus | Director of Strategic Analysis & Planning | |
| Mary Beth Van Groll | Vice President Information Systems | |
| Natalie Versnik | Director Policyowner Services | |
| Andy Ware | Vice President Actuary | |
| Joel Weiner | Medical Director | |
| Catherine A. Wilbert | Asst. General Counsel & Asst. Secretary | |
| Don Wilkinson | Vice President Agency Administration | |
| Jeff Williams | Director Compliance Risk Management | |
| Brian Wilson | Director-IPS National Sales | |
| John Wilson | Director Long Term Care Sales Support | |
| Robert Wright | Director-Affinity Funds | |
| Catherine M. Young | Asst. General Counsel & Asst. Secretary |
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| Terry R. Young | Asst. General Counsel & Asst. Secretary | |
| Rick Zehner | Vice President Life Products | |
| Patti Zimmermann | Director Investment Technology & Development | |
| Philip Zwieg | Vice President Information Systems |
The business addresses for all of the executive officers and other officers is 720 East Wisconsin Avenue, Milwaukee, Wisconsin 53202.
| (c) state the name and address of each trustee and each custodian of registrant. | Not applicable. | |
| Item 9. | ||
| (a) State whether registrant is currently issuing and offering its securities directly to the public. |
Yes. | |
| (b) If registrant is currently issuing and offering its securities to the public through an underwriter, state the name and address of such underwriter. |
Northwestern Mutual Investment Services, LLC | |
| (c) If the answer to Item 9(a) is “no” and the answer to Item 9(b) is “not applicable,” state whether registrant presently proposes to make a public offering of its securities. |
Not applicable. | |
| (d) State whether registrant has any securities currently issued and outstanding. |
Yes. | |
| (e) If the answer to Item 9(d) is “yes,” state as of a date not to exceed ten days prior to the filing of this notification of registration the number of beneficial owners of registrant’s outstanding securities (other than short-term paper) and the name of any company owning more 10 percent or more of registrant’s outstanding voting securities. |
As of March 31, 2006, 222 variable annuity contracts issued in connection with NML Variable Annuity Account C were outstanding. All such contracts were issued as contracts for plans qualifying for special treatment under various provisions of the Internal Revenue Code. | |
| Item 10. State the current value of registrant’s total assets. | As of March 31, 2006, total assets of NML Variable Annuity Account C had a value of $531,515,482 | |
| Item 11. State whether registrant has applied or intends to apply for a license to operate as a small business investment company under the Small Business Investment Act of 1958. | No. | |
| Item 12. Attach as an exhibit a copy of the registrant’s last regular periodic report to its securityholders, if any. | A copy of the last regular report to contract owners dated December 31, 2005 is attached. | |
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SIGNATURES
Pursuant to the requirements of the Investment Company Act of 1940, the sponsor of the registrant has caused this notification of registration to be signed on behalf of the registrant in the City of Milwaukee, and State of Wisconsin, on the 7th day of April, 2006.
| Signature: | ||||||||
| NML VARIABLE ANNUITY ACCOUNT C | ||||||||
| By: |
THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY | |||||||
| Attest: |
/s/ JOHN E. DUNN |
By: |
||||||
| John E. Dunn, Assistant General Counsel & Assistant Secretary | John E. Schlifske, Senior Vice President (Investment Products & Services and Affiliates) | |||||||
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December 31, 2005 THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY
Group Combination Annuity Account C
| Unallocated group combination annuity contracts for: | Annual Reports | |
| Self-employed persons and their eligible employees | Northwestern Mutual Series Fund, Inc. | |
| Fidelity® VIP Mid Cap Portfolio | ||
| Qualified corporate retirement plans | ||
| Russell Investment Funds | ||
Letter to Contract Owners
In a year marked by contrasts, the economy and the markets held up remarkably well throughout 2005. The destructive hurricanes that hit the Southern coast threatened to derail economic growth mid-year but, surprisingly, the economy never skipped a beat. On the contrary, the potential for rebuilding turned what was considered a disaster into a potential economic stimulus that bolstered stock market returns late in the year, particularly in the Industrials and Materials sectors. Substantially higher energy prices affected the entire country but failed to dampen consumer spending, and consumer confidence ended the year higher.
Buoyed by fiscal and monetary policies aimed at constraining taxes and raising interest rates gradually, U.S. gross domestic product increased at a healthy rate in 2005. Promised government spending in the wake of Hurricane Katrina, coupled with rising home values throughout most of the year, aided the economy and boosted consumer confidence. Housing continued to play a major role in economic activity during 2005, as rising home values allowed homeowners to borrow against the equity in their homes at attractive long-term rates. Huge mortgage equity withdrawals fueled consumer demand for everything from home appliances to autos.
The U.S. stock market advanced overall for the third consecutive year in 2005, though returns were lower than in the previous two years. Despite rising oil prices, higher short-term interest rates and the hurricanes, U.S. corporations enjoyed a solid year, reporting good corporate earnings and strong consumer demand. The market enjoyed low volatility throughout the year, and all major indexes posted gains. The S&P 500 Index — a benchmark of U.S. equity performance — gained 4.91% for the year, while mid- capitalization stocks and international equities were the clear winners in 2005. Mid-cap stocks gained 12.56%, as measured by the S&P MidCap 400 Index, and foreign stocks gained 14.02%, as measured by the EAFE Index. Energy was once again the top performing sector for the year.
It was a fairly uneventful year in the bond market, which was also marked by low volatility. Bonds posted a positive, but small, gain of 2.57% for the year, as measured by the Citigroup US Broad Investment Grade Bond Index. High yield bonds, which had enjoyed above-average returns in 2003 and 2004, gained 2.07% for the year, as measured by the Citigroup High Yield Cash Pay Index. The yield on the 10-year Treasury bond barely moved over the twelve-month period, ending the year at 4.39%, up from 4.21% on January 1, 2005. Short-term interest rates, however, continued to climb as the Federal Reserve Board raised rates eight times in 2005, increasing the federal funds rate by 200 basis points, or 2%, to 4.25% at year end, the highest the rate has been since May 2001.
While the consensus calls for 3.5% GDP growth in the first half of 2006, we believe several factors may work together to keep growth lower in the coming months. Gasoline prices were high throughout 2005, but higher home heating costs only began to reach consumers late in the year. Taken together, higher energy costs may put a dampening effect on other consumer spending as we head into the new year. We expect positive, but slower, growth in 2006, given a continued slowdown in housing sales, a fairly valued stock market, and additional interest rate hikes that could be reflected in higher mortgage rates. We caution investors to recognize that risks exist this late in the business cycle, when slower economic growth is typical.
Despite our tempered enthusiasm, the remarkable resiliency of the U.S. economy cannot be understated. Consumer confidence remains high despite concerns, and productivity continues to be a real positive for our economy. In the past, U.S. corporations have continued to find ways to compete successfully in the global marketplace, and we see no fundamental reason for this to change.
Our best advice continues to be to keep your expectations in line. Slow, steady growth is best achieved with a well-thought-out plan and a well-balanced portfolio of investments. Working with your financial representative to determine the mix of assets best suited to your risk level and stage of life is the key to long-term investment success.
|
|
| |
| Edward J. Zore President and Chief Executive Officer |
Mark G. Doll Senior Vice President Investments | |
| The Northwestern Mutual Life Insurance Company | ||
| (Northwestern Mutual) | ||
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How To Get More Information
Northwestern Mutual Express:
1-800-519-4665
Contact Your Northwestern Mutual Investment Services representative, if you have questions about your contract or any of the contract owner privileges.
Information on the Internet:
Northwestern Mutual Financial Network
For information about Northwestern Mutual visit us on our Website.
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Contents
| Performance Summary for NML Variable Annuity Account C |
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| Northwestern Mutual Series Fund, Inc. - Annual Report |
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| Fidelity VIP Mid Cap Portfolio - Annual Report (This report follows the end of the Northwestern Mutual Series Fund, Inc.) |
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| Russell Investment Funds - Annual Report (This report follows the end of the Fidelity VIP Mid Cap Portfolio.) |
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| Prospectus Supplement |
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The performance data quoted represents past performance. Past performance is historical and does not guarantee future performance. Investment return and principal value will fluctuate, so that shares, when redeemed, may be worth more or less than their original cost. Current performances may be lower or higher than the performance data quoted. For the most recent month-end performance information visit www.nmfn.com.
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Performance Summary as of December 31, 2005
Front Load Contract
| Total return(j) at unit value (as of 12/31/05) |
Small Cap Growth Stock Division |
T. Rowe Price Small Cap Value Division |
Aggressive Growth Stock Division |
International Growth Division |
Franklin Templeton International Equity Division |
AllianceBernstein Value Division |
Index 400 Stock Division |
||||||||||||||
| 1 year |
5.49 | % | 1.73 | % | 0.70 | % | 11.96 | % | 5.81 | % | 0.06 | % | 6.62 | % | |||||||
| 5 years |
27.57 | % | — | (11.71 | %) | — | 22.72 | % | — | 38.43 | % | ||||||||||
| Annualized |
4.99 | % | — | (2.46 | %) | — | 4.18 | % | — |