Returns Chart

Key Stats

Net Expense Ratio Total Assets Under Management Weighted Average Dividend Yield Turnover Ratio (Generic)
0.58% 195.27M -- 13.00%
1 Year Fund Level Flows 1 Year Total Returns (Daily) Annualized Total Returns Since Inception (Daily) Max Drawdown (Since Inception)
49.63M 3.89%

Basic Info

Investment Strategy
The Fund seeks high current income and protection of capital through investments in intermediate and long-term US Government debt securities. The Fund has flexibility to invest in derivatives, including futures contracts, options, and swaps. For risk management purposes and/or to inccrease income or gain to the Fund.
General
Security Type Insurance Fund
Equity Style --
Broad Asset Class Taxable Bond
Broad Category Fixed Income
Global Peer Group Bond USD Medium Term
Peer Group Intermediate U.S. Government Funds
Global Macro Bond HC
US Macro Short-/Intermediate-Term U.S. Government & Treasury Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Intermediate U.S. Government Funds
Fund Owner Firm Name AIG
Broad Asset Class Benchmark Index
^BBUSATR 100.0%

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Net Fund Flows Versus Peer Group

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1M
3M
6M
YTD
1Y
3Y
5Y
10Y
 
80.00B
60.00B
40.00B
20.00B
0
-20.00B
1 Month
% Rank: 9
-139.34M Peer Group Low
755.62M Peer Group High
1 Year
% Rank: 14
49.63M
-439.98M Peer Group Low
9.520B Peer Group High
3 Months
% Rank: 10
-126.10M Peer Group Low
4.273B Peer Group High
3 Years
% Rank: 32
-3.118B Peer Group Low
28.99B Peer Group High
6 Months
% Rank: 20
-141.02M Peer Group Low
7.123B Peer Group High
5 Years
% Rank: 22
-4.095B Peer Group Low
37.62B Peer Group High
YTD
% Rank: 11
-126.10M Peer Group Low
4.273B Peer Group High
10 Years
% Rank: 25
-4.709B Peer Group Low
47.27B Peer Group High
Date Unavailable

Performance Versus Peer Group

 
20%
15%
10%
5%
0
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
Peer Group Rtn. (NAV)
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
% Rank in Peer Group (NAV)
5.0
5.0
5.0
5.0
5.0
5.0
5.0
5.0
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Annual Total Returns Versus Peers

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Name
2019
2020
2021
2022
2023
2024
2025
YTD
6.50%
6.63%
-2.32%
-11.16%
4.21%
1.14%
6.66%
0.22%
8.72%
7.51%
-1.54%
-13.01%
5.53%
1.25%
7.30%
0.17%
7.91%
6.71%
-1.01%
-13.07%
5.32%
1.75%
7.08%
0.20%
8.48%
7.80%
-1.79%
-13.04%
5.55%
1.34%
7.13%
0.22%
9.81%
9.90%
-0.89%
-13.48%
6.49%
1.59%
7.36%
0.18%
8.39%
7.33%
-2.09%
-13.31%
5.39%
1.10%
6.71%
0.30%
As of April 08, 2026.

Fundamentals

General
Distribution Yield --
Dividend Yield TTM (4-6-26) 2.15%
30-Day SEC Yield (2-28-26) 0.03%
7-Day SEC Yield --
Number of Holdings 226
Bond
Yield to Maturity (1-31-26) 4.45%
Effective Duration 5.79
Average Coupon 3.71%
Calculated Average Quality 1.722
Effective Maturity 13.98
Nominal Maturity 13.98
Number of Bond Holdings 204
As of January 31, 2026

Asset Allocation

As of January 31, 2026.
Type % Net
Cash 3.08%
Stock 0.00%
Bond 94.49%
Convertible 0.00%
Preferred 0.00%
Other 2.44%
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Top 10 Holdings

Name % Weight Price % Change
United States of America USGB 0.0 08/15/2035 FIX USD Government 3.39% 66.64 0.25%
Fixed Income Clearing Corp Repo
3.06% -- --
United States of America USGB 3.625 08/31/2029 FIX USD Government 2.76% 99.22 0.13%
United States of America USGB 3.5 04/30/2030 FIX USD Government 2.37% 98.46 0.13%
United States of America USGB 3.5 11/30/2030 FIX USD Government 2.28% 98.14 0.14%
GOVERNMENT NATIONAL MORTGAGE ASSOCIATION 24159C PA PAC1 FIX 4.5% 20-OCT-2054
2.23% -- --
United States of America USGB 3.75 08/15/2041 FIX USD Government 2.15% 89.34 0.06%
United States of America USGB 3.625 12/31/2030 FIX USD Government 2.03% 98.63 0.15%
United States of America USGB 1.25 06/30/2028 FIX USD Government 1.98% 94.55 0.08%
Federal Home Loan Mortgage Corp 01-MAY-2037 WN0089
1.65% -- --

Fees & Availability

Fees
Actual 12B-1 Fee --
Actual Management Fee 0.39%
Administration Fee 88.68K%
Maximum Front Load --
Maximum Deferred Load --
Maximum Redemption Fee --
General Availability
Available for Insurance Product Yes
Available for RRSP No
Purchase Details
Open to New Investors Yes
Minimum Initial Investment 0.00 None
Minimum Subsequent Investment 0.00 None

Basic Info

Investment Strategy
The Fund seeks high current income and protection of capital through investments in intermediate and long-term US Government debt securities. The Fund has flexibility to invest in derivatives, including futures contracts, options, and swaps. For risk management purposes and/or to inccrease income or gain to the Fund.
General
Security Type Insurance Fund
Equity Style --
Broad Asset Class Taxable Bond
Broad Category Fixed Income
Global Peer Group Bond USD Medium Term
Peer Group Intermediate U.S. Government Funds
Global Macro Bond HC
US Macro Short-/Intermediate-Term U.S. Government & Treasury Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Intermediate U.S. Government Funds
Fund Owner Firm Name AIG
Broad Asset Class Benchmark Index
^BBUSATR 100.0%

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Fundamentals

General
Distribution Yield --
Dividend Yield TTM (4-6-26) 2.15%
30-Day SEC Yield (2-28-26) 0.03%
7-Day SEC Yield --
Number of Holdings 226
Bond
Yield to Maturity (1-31-26) 4.45%
Effective Duration 5.79
Average Coupon 3.71%
Calculated Average Quality 1.722
Effective Maturity 13.98
Nominal Maturity 13.98
Number of Bond Holdings 204
As of January 31, 2026

Fund Details

Key Dates
Launch Date 12/16/1985
Attributes
Inverse Fund No
Leveraged Fund --
Currency Hedged Fund --
Socially Responsible Fund No

Top Portfolio Holders

Name % Weight
Portfolio A 5.00%
Portfolio B 3.50%
Portfolio C 2.25%
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