The performance data featured represents past performance, which is no guarantee of future results. Investment returns and the principal value of a variable annuity will fluctuate; therefore, you may have a gain or loss when money is withdrawn or received. Fund performance fluctuates and currently may be significantly higher or lower than stated.
The Overall Morningstar Rating for a fund is derived from a weighted average of the performance figures associated with its three-, five-, and ten-year (if applicable) Morningstar Rating metrics, which are based on a risk-adjusted return. The top 10% of funds in each broad asset class receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars and the bottom 10% receive 1 star.
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Fund Name (Symbol, Fund Num) ![]() |
AS OF 03/31/2021 | ![]() Ratio |
Sub Account Inception Date ![]() |
MORNINGSTAR RATINGS (AS OF 03/31/2021) | ||||||
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VIP Asset Manager (FAVAM, 9001) | +31.13% | +8.55% | +8.24% | +6.28% | +6.69% | 0.62% | 10/04/1989 | Allocation--30% to 50% Equity |
![]() 3789 Funds Rated
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Exchange VIP Asset Manager |
VIP Consumer Staples (FCSCC, 9166) | +36.31% | +9.94% | +6.67% | +10.37% | +8.72% | 0.67% | 04/30/2007 | Consumer Defensive |
![]() 89 Funds Rated
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Exchange VIP Consumer Staples |
VIP Value (FVVPT, 9056) | +82.63% | +11.93% | +11.35% | +10.41% | +7.40% | 0.67% | 07/01/2005 | Large Value |
![]() 7143 Funds Rated
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Exchange VIP Value |
VIP Health Care (FAVHC, 9036) | +37.63% | +16.53% | +15.93% | +16.53% | +10.64% | 0.65% | 07/30/2001 | Health |
![]() 828 Funds Rated
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Exchange VIP Health Care |
VIP High Income (FAVHI, 9009) | +18.66% | +4.22% | +5.72% | +4.42% | +5.57% | 0.67% | 02/29/1988 | High Yield Bond |
![]() 2353 Funds Rated
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Exchange VIP High Income |
VIP Growth (FAVGR, 9006) | +69.68% | +23.30% | +22.13% | +15.73% | +10.72% | 0.63% | 02/10/1988 | Large Growth |
![]() 9955 Funds Rated
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Exchange VIP Growth |
VIP Freedom 2020 (FFRTT, 9052) | +29.93% | +9.28% | +9.38% | +7.07% | +6.24% | 0.52% | 07/01/2005 | Target-Date 2020 |
![]() 196 Funds Rated
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Exchange VIP Freedom 2020 |
VIP Emerging Markets (FEMDC, 9448) | +72.57% | +11.98% | +15.64% | +5.55% | +3.55% | 0.96% | 04/30/2008 | Diversified Emerging Mkts |
![]() 1722 Funds Rated
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Exchange VIP Emerging Markets |
VIP Industrials (FAVCC, 9034) | +62.60% | +8.14% | +10.45% | +9.66% | +9.56% | 0.67% | 07/30/2001 | Industrials |
![]() 89 Funds Rated
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Exchange VIP Industrials |
VIP Utilities (FAVGP, 9039) | +24.21% | +9.68% | +9.46% | +10.08% | +6.55% | 0.66% | 07/30/2001 | Utilities |
![]() 594 Funds Rated
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Exchange VIP Utilities |
VIP Freedom 2015 (FFROT, 9048) | +25.02% | +8.36% | +8.47% | +6.51% | +5.93% | 0.49% | 07/01/2005 | Target-Date 2015 |
![]() 118 Funds Rated
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Exchange VIP Freedom 2015 |
VIP Freedom Income (FFRIT, 9046) | +12.39% | +5.79% | +5.29% | +3.90% | +3.93% | 0.39% | 07/01/2005 | Target-Date Retirement |
![]() 47 Funds Rated
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Exchange VIP Freedom Income |
VIP Energy (FAVNR, 9037) | +78.62% | -10.10% | -2.89% | -4.57% | +3.20% | 0.67% | 07/30/2001 | Equity Energy |
![]() 272 Funds Rated
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Exchange VIP Energy |
VIP Technology (FAVTT, 9038) | +83.37% | +28.37% | +30.42% | +18.37% | +11.52% | 0.65% | 07/30/2001 | Technology |
![]() 837 Funds Rated
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Exchange VIP Technology |
VIP FundsManager 20 (FMPEC, 9153) | +10.44% | +4.65% | +4.07% | +3.34% | +3.36% | 0.47% | 05/01/2006 | Allocation--15% to 30% Equity |
![]() 817 Funds Rated
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Exchange VIP FundsManager 20 |
VIP Communication Services (FVTCC, 9168) | +76.92% | +24.85% | +15.41% | +12.17% | +7.90% | 0.72% | 04/30/2007 | Communications |
![]() 140 Funds Rated
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Exchange VIP Communication Services |
VIP Strategic Income (FAVSI, 9043) | +15.83% | +4.30% | +4.79% | +3.74% | +5.05% | 0.67% | 04/30/2004 | Multisector Bond |
![]() 1250 Funds Rated
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Exchange VIP Strategic Income |
VIP International Cap Apprec (FFLFC, 9449) | +46.37% | +11.49% | +12.54% | +9.08% | +6.96% | 0.86% | 07/01/2005 | Foreign Large Growth |
![]() 2551 Funds Rated
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Exchange VIP International Cap Apprec |
VIP Freedom 2005 (FFRFT, 9047) | +15.29% | +6.43% | +6.30% | +4.85% | +4.69% | 0.42% | 07/01/2005 | Target-Date 2000-2010 |
![]() 165 Funds Rated
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Exchange VIP Freedom 2005 |
VIP FundsManager 60 (FMPRC, 9200) | +34.59% | +9.20% | +9.33% | +7.14% | +5.95% | 0.74% | 04/30/2008 | Allocation--50% to 70% Equity |
![]() 8065 Funds Rated
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Exchange VIP FundsManager 60 |
VIP Disciplined Small Cap (FNRGC, 9149) | +95.37% | +12.43% | +12.92% | +10.55% | +7.30% | 0.59% | 05/01/2006 | Small Blend |
![]() 2649 Funds Rated
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Exchange VIP Disciplined Small Cap |
VIP Contrafund (FAVCF, 9004) | +51.82% | +16.92% | +16.06% | +12.18% | +10.99% | 0.61% | 01/09/1995 | Large Growth |
![]() 9955 Funds Rated
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Exchange VIP Contrafund |
VIP Materials (FVMCC, 9167) | +85.30% | +6.93% | +9.91% | +6.03% | +6.94% | 0.75% | 04/30/2007 | Natural Resources |
![]() 707 Funds Rated
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Exchange VIP Materials |
VIP Index 500 (FVIFC, 9010) | +54.99% | +15.71% | +15.24% | +12.89% | +9.29% | 0.10% | 09/01/1992 | Large Blend |
![]() 7561 Funds Rated
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Exchange VIP Index 500 |
VIP Growth & Income (FAVGI, 9007) | +55.73% | +12.86% | +13.22% | +11.46% | +7.41% | 0.54% | 12/31/1996 | Large Blend |
![]() 7561 Funds Rated
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Exchange VIP Growth & Income |
VIP Consumer Discretionary (FAVCI, 9033) | +82.96% | +20.02% | +17.40% | +15.15% | +9.08% | 0.68% | 07/30/2001 | Consumer Cyclical |
![]() 167 Funds Rated
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Exchange VIP Consumer Discretionary |
VIP Equity-Income (FAVEI, 9005) | +48.32% | +11.61% | +11.27% | +9.56% | +8.60% | 0.53% | 02/10/1988 | Large Value |
![]() 7143 Funds Rated
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Exchange VIP Equity-Income |
VIP Growth Opportunities (FAVGO, 9008) | +100.93% | +37.28% | +30.03% | +20.17% | +10.56% | 0.64% | 01/03/1995 | Large Growth |
![]() 9955 Funds Rated
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Exchange VIP Growth Opportunities |
VIP Government Money Market (FAVMM, 9013)
7 Day Yield % -0.79 As of 04/16/2021 |
-0.77% | +0.42% | +0.16% | -0.29% | +2.26% | 0.26% | 01/29/1988 | Money Market-Taxable | -- | Exchange VIP Government Money Market |
VIP Dynamic Capital Apprec (FAVDC, 9042) | +66.50% | +18.22% | +16.79% | +13.73% | +10.34% | 0.68% | 09/26/2003 | Large Growth |
![]() 9955 Funds Rated
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Exchange VIP Dynamic Capital Apprec |
VIP Value Strategies (FAVVS, 9041) | +92.61% | +12.95% | +12.42% | +9.67% | +8.27% | 0.66% | 09/26/2003 | Mid-Cap Value |
![]() 2345 Funds Rated
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Exchange VIP Value Strategies |
VIP Investment Grade Bond (FAVIB, 9011) | +5.08% | +4.70% | +3.36% | +3.12% | +5.04% | 0.40% | 12/30/1988 | Intermediate Core Bond | -- | Exchange VIP Investment Grade Bond |
VIP Real Estate (FAVRE, 9040) | +29.55% | +6.93% | +3.15% | +6.79% | +8.31% | 0.66% | 09/26/2003 | Real Estate |
![]() 957 Funds Rated
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Exchange VIP Real Estate |
VIP Mid Cap (FAVMC, 9032) | +85.53% | +10.43% | +12.58% | +9.28% | +9.50% | 0.62% | 05/01/2000 | Mid-Cap Blend |
![]() 2578 Funds Rated
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Exchange VIP Mid Cap |
VIP Freedom 2010 (FFRJT, 9051) | +20.02% | +7.41% | +7.39% | +5.88% | +5.46% | 0.45% | 07/01/2005 | Target-Date 2000-2010 |
![]() 165 Funds Rated
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Exchange VIP Freedom 2010 |
VIP FundsManager 50 (FMPFC, 9154) | +28.22% | +8.26% | +8.08% | +6.24% | +5.17% | 0.67% | 05/01/2006 | Allocation--50% to 70% Equity |
![]() 8065 Funds Rated
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Exchange VIP FundsManager 50 |
VIP Bond Index (FBIPC, 9460) | -0.89% | -- | -- | -- | +4.15% | 0.14% | 06/08/2018 | Intermediate Core Bond | -- | Exchange VIP Bond Index |
VIP International Index (FFIPC, 9472) | +48.79% | -- | -- | -- | +5.92% | 0.17% | 06/08/2018 | Foreign Large Blend | -- | Exchange VIP International Index |
VIP Extended Market Index (FEMIC, 9468) | +91.83% | -- | -- | -- | +11.95% | 0.13% | 06/08/2018 | Mid-Cap Blend | -- | Exchange VIP Extended Market Index |
VIP Overseas (FAVOO, 9014) | +45.61% | +8.24% | +9.61% | +5.86% | +5.94% | 0.79% | 02/10/1988 | Foreign Large Growth |
![]() 2551 Funds Rated
|
Exchange VIP Overseas |
VIP Floating Rate High Income (FFLAC, 9360) | +18.49% | +3.15% | +4.09% | -- | +2.82% | 0.71% | 04/30/2014 | Bank Loan |
![]() 422 Funds Rated
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Exchange VIP Floating Rate High Income |
VIP Freedom 2030 (FFRCT, 9053) | +38.81% | +10.82% | +11.38% | +8.46% | +7.06% | 0.59% | 07/01/2005 | Target-Date 2030 |
![]() 155 Funds Rated
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Exchange VIP Freedom 2030 |
VIP Asset Manager: Growth (FAVAG, 9002) | +42.73% | +10.18% | +10.36% | +7.54% | +6.75% | 0.71% | 01/09/1995 | Allocation--50% to 70% Equity |
![]() 8065 Funds Rated
|
Exchange VIP Asset Manager: Growth |
VIP Total Market Index (FTMIC, 9464) | +60.52% | -- | -- | -- | +14.73% | 0.12% | 06/08/2018 | Large Blend | -- | Exchange VIP Total Market Index |
VIP Balanced (FAVBB, 9003) | +46.81% | +14.16% | +12.83% | +9.46% | +7.27% | 0.49% | 01/03/1995 | Allocation--50% to 70% Equity |
![]() 8065 Funds Rated
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Exchange VIP Balanced |
VIP Financial Services (FAVFS, 9035) | +81.95% | +9.79% | +14.30% | +10.09% | +4.24% | 0.68% | 07/30/2001 | Financial |
![]() 273 Funds Rated
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Exchange VIP Financial Services |
VIP FundsManager 85 (FMPHC, 9156) | +50.28% | +11.23% | +12.17% | +8.99% | +6.47% | 0.89% | 05/01/2006 | Allocation--85%+ Equity |
![]() 1206 Funds Rated
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Exchange VIP FundsManager 85 |
VIP FundsManager 70 (FMPGC, 9155) | +40.76% | +9.99% | +10.37% | +7.86% | +5.97% | 0.82% | 05/01/2006 | Allocation--70% to 85% Equity |
![]() 2037 Funds Rated
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Exchange VIP FundsManager 70 |
VIP Freedom 2025 (FFRYT, 9049) | +33.65% | +10.00% | +10.12% | +7.80% | +6.79% | 0.54% | 07/01/2005 | Target-Date 2025 |
![]() 81 Funds Rated
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Exchange VIP Freedom 2025 |
Fund Name (Symbol, Fund Num) ![]() |
AS OF 03/31/2021 | ![]() Ratio |
Sub Account Inception Date ![]() |
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Global Allocation V.I. Fund (FBPEC, 9343) | +39.19% | +9.48% | +8.85% | -- | +6.54% | 1.05% | 04/30/2012 | World Allocation |
![]() 2776 Funds Rated
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Exchange Global Allocation V.I. Fund |
Fund Name (Symbol, Fund Num) ![]() |
AS OF 03/31/2021 | ![]() Ratio |
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Global Bond VIP Fund (FTPEC, 9345) | -4.40% | -2.76% | -0.58% | -- | -0.01% | 0.90% | 04/30/2012 | Nontraditional Bond |
![]() 181 Funds Rated
|
Exchange Global Bond VIP Fund |
U.S. Government Securities VIP Fund (FFPEC, 9344) | -0.83% | +2.28% | +0.92% | -- | +0.61% | 0.75% | 04/30/2012 | Intermediate Government |
![]() 838 Funds Rated
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Exchange U.S. Government Securities VIP Fund |
Fund Name (Symbol, Fund Num) ![]() |
AS OF 03/31/2021 | ![]() Ratio |
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V.I. Global Core Equity (FIGVC, 9283) | +56.88% | +7.53% | +9.60% | +6.05% | +7.65% | 1.02% | 05/28/2010 | World Large Stock |
![]() 3477 Funds Rated
|
Exchange V.I. Global Core Equity |
Fund Name (Symbol, Fund Num) ![]() |
AS OF 03/31/2021 | ![]() Ratio |
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MORNINGSTAR RATINGS (AS OF 03/31/2021) | ||||||
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Retirement Emerging Markets Equity (FNRLC, 9150) | +48.23% | -1.28% | +6.56% | +1.02% | +3.53% | 1.11% | 05/01/2006 | Diversified Emerging Mkts |
![]() 1722 Funds Rated
|
Exchange Retirement Emerging Markets Equity |
Fund Name (Symbol, Fund Num) ![]() |
AS OF 03/31/2021 | ![]() Ratio |
Sub Account Inception Date ![]() |
MORNINGSTAR RATINGS (AS OF 03/31/2021) | ||||||
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Global Strategist (FAMIM, 9020) | +37.30% | +6.96% | +7.71% | +5.26% | +3.56% | 1.44% | 11/24/1997 | Tactical Allocation |
![]() 1445 Funds Rated
|
Exchange Global Strategist |
Emerging Markets Equity (FAMEE, 9018) | +58.61% | +3.42% | +8.81% | +2.54% | +5.73% | 1.23% | 11/24/1997 | Diversified Emerging Mkts |
![]() 1722 Funds Rated
|
Exchange Emerging Markets Equity |
Emerging Markets Debt (FAMMT, 9017) | +16.66% | +2.23% | +3.61% | +3.38% | +5.79% | 1.11% | 11/24/1997 | Emerging Markets Bond |
![]() 475 Funds Rated
|
Exchange Emerging Markets Debt |
Fund Name (Symbol, Fund Num) ![]() |
AS OF 03/31/2021 | ![]() Ratio |
Sub Account Inception Date ![]() |
MORNINGSTAR RATINGS (AS OF 03/31/2021) | ||||||
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PIMCO VIT Total Return (FPOAC, 9270) | +2.53% | +3.89% | +2.86% | +2.68% | +3.07% | 0.91% | 09/30/2009 | Intermediate Core-Plus Bond | -- | Exchange PIMCO VIT Total Return |
PIMCO VIT Real Return (FPNAC, 9269) | +8.60% | +4.82% | +3.26% | +2.46% | +3.09% | 1.42% | 09/30/2009 | Inflation-Protected Bond |
![]() 1001 Funds Rated
|
Exchange PIMCO VIT Real Return |
PIMCO VIT Low Duration (FPMAC, 9268) | +2.08% | +1.65% | +1.10% | +0.88% | +1.31% | 0.74% | 09/30/2009 | Short-Term Bond |
![]() 1269 Funds Rated
|
Exchange PIMCO VIT Low Duration |
PIMCO VIT CommodityRealReturn Strategy (FPPEC, 9342) | +49.73% | +1.08% | +3.13% | -- | -5.46% | 2.07% | 04/30/2012 | Commodities Broad Basket |
![]() 507 Funds Rated
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Exchange PIMCO VIT CommodityRealReturn Strategy |
Fund Name (Symbol, Fund Num) ![]() |
AS OF 03/31/2021 | ![]() Ratio |
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MORNINGSTAR RATINGS (AS OF 03/31/2021) | ||||||
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Advantage VT Opportunity (FASOT, 9028) | +60.14% | +14.76% | +14.45% | +10.61% | +8.72% | 1.09% | 11/24/1997 | Large Growth |
![]() 9955 Funds Rated
|
Exchange Advantage VT Opportunity |
Advantage VT Discovery (FASDD, 9027) | +84.03% | +23.23% | +22.44% | +14.44% | +10.78% | 1.17% | 05/08/1992 | Mid-Cap Growth |
![]() 3491 Funds Rated
|
Exchange Advantage VT Discovery |
Morningstar data provided by Morningstar, Inc.
© 2012 Morningstar, Inc. All rights reserved. The Morningstar information contained herein; (1) is proprietary to Morningstar and/or its affiliates; (2) may not be copied or distributed; (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Fidelity does not review the Morningstar data and you should check the fund's current prospectus for the most up-to-date information concerning applicable loads, fees and expenses.
ANNUITY FUND PERFORMANCE:
Performance returns reflect the subaccount inception, the date each portfolio was first available in the insurance company's variable product.
Total returns include changes in share price and reinvestment of dividends and capital gains.
Unless otherwise noted, returns are adjusted for all applicable recurring and non-recurring fees (including redemption fees), loads and charges, if any.
VIP refers to Variable Insurance Products.
You could lose money by investing in the Fidelity VIP Government Money Market Portfolio. Although the fund seeks to preserve the value of the investment at $1.00 per share, it cannot guarantee it will do so. An investment in the fund is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Fidelity Investments and its affiliates, the fund's sponsor, have no legal obligation to provide financial support to the fund, and you should not expect that the sponsor will provide financial support to the fund at any time.
The fund will not impose a fee upon the sale of its shares, nor temporarily suspend the ability to sell shares if the fund's weekly liquid assets fall below 30% of its total assets because of market conditions or other factors.
On December 1, 2015, Fidelity VIP Money Market changed its name to Fidelity VIP Government Money Market and will operate under certain different investment policies. The historical performance may not represent its current investment policies.
Withdrawals of taxable amounts from an annuity are subject to ordinary income tax, and, if taken before age 59 1/2, may be subject to a 10% IRS penalty.
ABOUT MORGAN STANLEY FUNDS: Morgan Stanley refers to Morgan Stanley Variable Insurance Fund Inc.
Prior to May 1, 2015, the Morgan Stanley Global Strategist Fund was known as Morgan Stanley Global Tactical Asset Allocation Fund.
Prior to December 1, 2018, Fidelity VIP Communication Services was named Fidelity VIP Telecommunications and operated under certain different investment policies. The historical performance may not represent its current investment policies.