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Shareholder Documents

Below you’ll find the prospectuses, shareholder reports and other key fund documents for the funds underlying ºÚÁÏÕýÄÜÁ¿Â® Insurance and Annuity contracts. These documents reflect the most recent versions received by ºÚÁÏÕýÄÜÁ¿ from the funds. All documents are PDF files and require the free software Adobe-Reader®. All funds may not be available for investment under your policy or contract.

Please read any prospectus carefully before you invest or send money.

 

Fund

Prospectus

Columbia Variable Portfolio - Balanced Fund (Class 2)

Columbia Variable Portfolio - Balanced Fund (Class 3)

Columbia Variable Portfolio - Commodity Strategy Fund (Class 2)

Columbia Variable Portfolio - Contrarian Core Fund (Class 2)

Columbia Variable Portfolio - Core Equity Fund

Columbia Variable Portfolio - Disciplined Core Fund (Class 2)

Columbia Variable Portfolio - Disciplined Core Fund (Class 3)

Columbia Variable Portfolio - Dividend Opportunity Fund (Class 2)

Columbia Variable Portfolio - Dividend Opportunity Fund (Class 3)

Columbia Variable Portfolio - Emerging Markets Bond Fund (Class 2)

Columbia Variable Portfolio - Emerging Markets Fund (Class 2)

Columbia Variable Portfolio - Emerging Markets Fund (Class 3)

Columbia Variable Portfolio - Global Strategic Income Fund (Class 2)

Columbia Variable Portfolio - Global Strategic Income Fund (Class 3)

Columbia Variable Portfolio - Government Money Market Fund (Class 2)

Columbia Variable Portfolio - Government Money Market Fund (Class 3)

Columbia Variable Portfolio - High Yield Bond Fund (Class 2)

Columbia Variable Portfolio - High Yield Bond Fund (Class 3)

Columbia Variable Portfolio - Income Opportunities Fund (Class 2)

Columbia Variable Portfolio - Income Opportunities Fund (Class 3)

Columbia Variable Portfolio - Intermediate Bond Fund (Class 2)

Columbia Variable Portfolio - Intermediate Bond Fund (Class 3)

Columbia Variable Portfolio - Large Cap Growth Fund (Class 2)

Columbia Variable Portfolio - Large Cap Growth Fund (Class 3)

Columbia Variable Portfolio - Large Cap Index Fund (Class 2)

Columbia Variable Portfolio - Large Cap Index Fund (Class 3)

Columbia Variable Portfolio - Limited Duration Credit Fund (Class 2)

Columbia Variable Portfolio - Long Government/Credit Bond Fund (Class 2)

Columbia Variable Portfolio - Overseas Core Fund (Class 2)

Columbia Variable Portfolio - Overseas Core Fund (Class 3)

Columbia Variable Portfolio - Select Large Cap Equity Fund (Class 2)

Columbia Variable Portfolio - Select Large Cap Value Fund (Class 3)

Columbia Variable Portfolio - Select Mid Cap Growth Fund (Class 2)

Columbia Variable Portfolio - Select Mid Cap Growth Fund (Class 3)

Columbia Variable Portfolio - Select Mid Cap Value Fund (Class 2)

Columbia Variable Portfolio - Select Mid Cap Value Fund (Class 3)

Columbia Variable Portfolio - Select Small Cap Value Fund (Class 2)

Columbia Variable Portfolio - Select Small Cap Value Fund (Class 3)

Columbia Variable Portfolio - Seligman Global Technology Fund (Class 2)

Columbia Variable Portfolio - Small Cap Value Fund (Class 2)

Columbia Variable Portfolio - Small Company Growth Fund (Class 1)

Columbia Variable Portfolio - Strategic Income Fund (Class 1)

Columbia Variable Portfolio - Strategic Income Fund (Class 2)

Columbia Variable Portfolio - U.S. Government Mortgage Fund (Class 2)

Columbia Variable Portfolio - U.S. Government Mortgage Fund (Class 3)

CTIVP® - American Century Diversified Bond Fund (Class 2)

CTIVP® - BlackRock Global Inflation-Protected Securities Fund (Class 2)

CTIVP® - BlackRock Global Inflation-Protected Securities Fund (Class 3)

CTIVP® - CenterSquare Real Estate Fund (Class 2)

CTIVP® - Principal Blue Chip Growth (Class 2)

CTIVP® - MFS® Value Fund (Class 2)

CTIVP® - T. Rowe Price Large Cap Value Fund (Class 2)

CTIVP® - TCW Core Plus Bond Fund (Class 2)

CTIVP® - Victory Sycamore Established Value Fund (Class 2)

CTIVP® - Victory Sycamore Established Value Fund (Class 3)

CTIVP® - Westfield Mid Cap Growth Fund (Class 2)

CTIVP® - Westfield Select Large Cap Fund (Class 2)

AB VPS Balanced Hedged Allocation Portfolio (Class B)

AB VPS Dynamic Asset Allocation Portfolio (Class B)

AB VPS International Value Portfolio (Class B)

AB VPS Large Cap Growth Portfolio (Class B)

AB VPS Relative Value Portfolio (Class B)

AB VPS Sustainable Global Thematic Portfolio (Class B)

Allspring VT Discovery All Cap Growth Fund - Class 1

Allspring VT Discovery All Cap Growth Fund - Class 2

Allspring VT Index Asset Allocation Fund - Class 2

Allspring VT Opportunity Fund - Class 1

Allspring VT Opportunity Fund - Class 2

Allspring VT Small Cap Growth Fund - Class 2

ALPS | Alerian Energy Infrastructure Portfolio: Class III

BlackRock Advantage SMID Cap V.I. Fund (Class III)

BlackRock Global Allocation V.I. Fund (Class III)

BNY Mellon Investment Portfolios, MidCap Stock Portfolio-Service Shares

BNY Mellon Investment Portfolios, Technology Growth Portfolio-Service Shares

BNY Mellon Sustainable U.S. Equity Portfolio, Inc. - Initial Shares

BNY Mellon Sustainable U.S. Equity Portfolio, Inc. - Service Shares

BNY Mellon Variable Investment Fund, Appreciation Portfolio-Service Shares

Calvert VP SRI Balanced Portfolio (Class I)

Calvert VP SRI Balanced Portfolio (Class F)

ClearBridge Variable Growth Portfolio - Class I

ClearBridge Variable Appreciation Portfolio - Class I

ClearBridge Variable Large Cap Value Portfolio Class I

ClearBridge Variable Small Cap Growth Portfolio - Class I

Credit Suisse Trust Commodity Return Strategy Portfolio

CVT EAFE International Index Portfolio - Class F

CVT Nasdaq 100 Index Portfolio - Class F

CVT Russell 2000® Small Cap Index Portfolio - Class F

Delaware VIP® International Series - Service Class

DWS Alternative Asset Allocation VIP, Class B

Eaton Vance VT Floating-Rate Income Fund - Initial Class

Fidelity® VIP Balanced Portfolio Service Class

Fidelity® VIP Balanced Portfolio Service Class 2

Fidelity® VIP Contrafund® Portfolio Service Class

Fidelity® VIP Contrafund® Portfolio Service Class 2

Fidelity® VIP Dynamic Capital Appreciation Portfolio Service Class 2

Fidelity® VIP Emerging Markets Portfolio Service Class 2

Fidelity® VIP Energy Portfolio Service Class 2

Fidelity® VIP Growth & Income Portfolio Service Class

Fidelity® VIP Growth & Income Portfolio Service Class 2

Fidelity® VIP Growth Opportunities Portfolio Service Class 2

Fidelity® VIP Growth Portfolio Service Class

Fidelity® VIP Growth Portfolio Service Class 2

Fidelity® VIP High Income Portfolio Service Class

Fidelity® VIP High Income Portfolio Service Class 2

Fidelity® VIP International Capital Appreciation Portfolio Service Class 2

Fidelity® VIP Investment Grade Bond Portfolio Service Class 2

Fidelity® VIP Mid Cap Portfolio Service Class

Fidelity® VIP Mid Cap Portfolio Service Class 2

Fidelity® VIP Overseas Portfolio Service Class

Fidelity® VIP Overseas Portfolio Service Class 2

Fidelity® VIP Strategic Income Portfolio Service Class 2

Franklin Global Real Estate VIP Fund - Class 2

Franklin Income VIP Fund - Class 2

Franklin Income VIP Fund - Class 4

Franklin Mutual Global Discovery VIP Fund - Class 4

Franklin Mutual Shares VIP Fund - Class 2

Franklin Rising Dividends VIP Fund - Class 2

Franklin Small Cap Value VIP Fund - Class 2

Franklin Small Cap Value VIP Fund - Class 4

Franklin Small-Mid Cap Growth VIP Fund - Class 2

Goldman Sachs VIT International Equity Insights Fund - Institutional Shares

Goldman Sachs VIT Mid Cap Value Fund - Institutional Shares

Goldman Sachs VIT Multi-Strategy Alternatives Portfolio - Advisor Shares

Goldman Sachs VIT Multi-Strategy Alternatives Portfolio - Service Shares

Goldman Sachs VIT Small Cap Equity Insights Fund - Institutional Shares

Goldman Sachs VIT Small Cap Equity Insights Fund - Service Shares

Goldman Sachs VIT Strategic Growth Fund - Institutional Shares

Goldman Sachs VIT U.S. Equity Insights Fund - Institutional Shares

Invesco V.I. American Franchise Fund, Series I Shares

Invesco V.I. American Franchise Fund, Series II Shares

Invesco V.I. American Value Fund, Series II

Invesco V.I. Balanced-Risk Allocation Fund, Series II Shares

Invesco V.I. Capital Appreciation Fund, Series I Shares

Invesco V.I. Capital Appreciation Fund, Series II Shares

Invesco V.I. Comstock Fund, Series II Shares

Invesco V.I. Core Equity Fund, Series I Shares

Invesco V.I. Core Equity Fund, Series II Shares

Invesco V.I. Core Plus Bond Fund, Series II shares

Invesco V.I. Discovery Mid Cap Growth Fund, Series I Shares

Invesco V.I. Discovery Mid Cap Growth Fund, Series II Shares

Invesco V.I. Diversified Dividend Fund, Series I Shares

Invesco V.I. Diversified Dividend Fund, Series II Shares

Invesco V.I. EQV International Equity Fund, Series I shares

Invesco V.I. EQV International Equity Fund, Series II shares

Invesco V.I. Global Fund, Service II shares

Invesco V.I. Global Strategic Income Fund, Service II shares

Invesco V.I. Growth and Income Fund, Series II Shares

Invesco V.I. Health Care Fund, Series II Shares

Invesco V.I. Main Street Fund®, Service I shares

Invesco V.I. Main Street Fund®, Service II shares

Invesco V.I. Main Street Mid Cap Fund®, Series II Shares

Invesco V.I. Main Street Small Cap Fund®, Service II shares

Invesco V.I. Technology Fund, Series I Shares

Invesco V.I. Technology Fund, Series II Shares

Janus Henderson Balanced Portfolio: Service Shares

Janus Henderson Enterprise Portfolio: Service Shares

Janus Henderson Flexible Bond Portfolio: Service Shares

Janus Henderson Forty Portfolio: Service Shares

Janus Henderson Global Research Portfolio: Institutional Shares

Janus Henderson Global Technology and Innovation Portfolio: Service Shares

Janus Henderson Overseas Portfolio: Service Shares

Janus Henderson Research Portfolio: Institutional Shares

Janus Henderson Research Portfolio: Service Shares

Lazard Retirement Emerging Markets Equity Portfolio - Service Shares

Lazard Retirement Global Dynamic Multi Asset Portfolio - Service Shares

Lazard Retirement International Equity Portfolio - Service Shares

Lincoln VIP Baron Growth Opportunities Fund - Service Class

Lord Abbett Series Fund Bond Debenture Portfolio - Class VC

Lord Abbett Series Fund Short Duration Income Portfolio - Class VC

LVIP American Century Capital Appreciation Fund, Standard Class II

LVIP American Century Disciplined Core Value Fund, Standard Class II

LVIP American Century Inflation Protection Fund, Service Class

LVIP American Century International Fund, Standard Class II

LVIP American Century International Fund, Service Class

LVIP American Century Mid Cap Value Fund, Service Class

LVIP American Century Ultra Fund, Service Class

LVIP American Century Value Fund, Standard Class II

LVIP American Century Value Fund, Service Class

LVIP JPMorgan U.S. Equity Fund - Service Class

LVIP JPMorgan U.S. Equity Fund - Standard Class

Macquarie VIP Asset Strategy Series - Service Class

Macquarie VIP Fund for Income Series - Service Class

Macquarie VIP International Core Equity Series

MFS® Global Real Estate Portfolio - Service Class

MFS® International Growth Portfolio - Service Class

MFS® Investors Trust Series - Initial Class

MFS® Investors Trust Series - Service Class

MFS® Massachusetts Investors Growth Stock Portfolio - Service Class

MFS® New Discovery Series - Initial Class

MFS® New Discovery Series - Service Class

MFS® Research International Portfolio - Service Class

MFS® Research Series - Initial Class

MFS® Total Return Series - Initial Class

MFS® Total Return Series - Service Class

MFS® Utilities Series - Initial Class

MFS® Utilities Series - Service Class

Morgan Stanley VIF Discovery Portfolio, Class II Shares

Morgan Stanley VIF Global Real Estate Portfolio, Class II Shares

Morgan Stanley VIF U.S. Real Estate Portfolio, Class I Shares

Morgan Stanley VIF U.S. Real Estate Portfolio, Class II Shares

Neuberger Berman AMT Sustainable Equity Portfolio (Class S)

PIMCO VIT All Asset Portfolio, Advisor Class

PIMCO VIT Global Managed Asset Allocation Portfolio, Advisor Class

PIMCO VIT Total Return Portfolio, Advisor Class

Putnam VT Diversified Income Fund - Class IA Shares

Putnam VT Diversified Income Fund - Class IB Shares

Putnam VT Emerging Markets Equity Fund - Class IB Shares

Putnam VT Focused International Equity Fund - Class IA Shares

Putnam VT Global Health Care Fund - Class IB Shares

Putnam VT High Yield Fund - Class IA Shares

Putnam VT High Yield Fund - Class IB Shares

Putnam VT Income Fund - Class IB Shares

Putnam VT International Equity Fund - Class IB Shares

Putnam VT International Value Fund - Class IB Shares

Putnam VT Large Cap Growth Fund - Class IA Shares

Putnam VT Large Cap Growth Fund - Class IB Shares

Putnam VT Large Cap Value Fund - Class IA Shares

Putnam VT Large Cap Value Fund - Class IB Shares

Putnam VT Research Fund - Class IB Shares

Putnam VT Small Cap Value Fund - Class IB Shares

Putnam VT Sustainable Future Fund - Class IB Shares

Putnam VT Sustainable Leaders Fund - Class IA Shares

Putnam VT Sustainable Leaders Fund - Class IB Shares

Royce Capital Fund Micro-Cap Portfolio - Investment Class

Royce Capital Fund Small-Cap Portfolio - Investment Class

Templeton Developing Markets VIP Fund - Class 2

Templeton Foreign VIP Fund - Class 2

Templeton Global Bond VIP Fund - Class 2

Templeton Growth VIP Fund - Class 2

Third Avenue Value Portfolio

VanEck VIP Global Gold Fund (Class S Shares)

Variable Portfolio - Aggressive Portfolio (Class 2)

Variable Portfolio - Aggressive Portfolio (Class 4)

Variable Portfolio - Conservative Portfolio (Class 2)

Variable Portfolio - Conservative Portfolio (Class 4)

Variable Portfolio – Managed Risk Fund (Class 2)

Variable Portfolio – Managed Risk U.S. Fund (Class 2)

Variable Portfolio - Managed Volatility Conservative Fund (Class 2)

Variable Portfolio - Managed Volatility Conservative Growth Fund (Class 2)

Variable Portfolio - Managed Volatility Growth Fund (Class 2)

Variable Portfolio - Managed Volatility Moderate Growth Fund (Class 2)

Variable Portfolio - Moderate Portfolio (Class 2)

Variable Portfolio - Moderate Portfolio (Class 4)

Variable Portfolio - Moderately Aggressive Portfolio (Class 2)

Variable Portfolio - Moderately Aggressive Portfolio (Class 4)

Variable Portfolio - Moderately Conservative Portfolio (Class 2)

Variable Portfolio - Moderately Conservative Portfolio (Class 4)

Variable Portfolio - Partners Core Bond Fund (Class 2)

Variable Portfolio - Partners Core Equity Fund (Class 2)

Variable Portfolio - Partners Core Equity Fund (Class 3)

Variable Portfolio - Partners International Core Equity Fund (Class 2)

Variable Portfolio - Partners International Growth Fund (Class 2)

Variable Portfolio - Partners International Value Fund (Class 2)

Variable Portfolio - Partners Small Cap Growth Fund (Class 2)

Variable Portfolio - Partners Small Cap Value Fund (Class 2)

Variable Portfolio - Partners Small Cap Value Fund (Class 3)

Variable Portfolio - U.S. Flexible Conservative Growth Fund (Class 2)

Variable Portfolio - U.S. Flexible Growth Fund (Class 2)

Variable Portfolio - U.S. Flexible Moderate Growth Fund (Class 2)

Wanger Acorn

Wanger International

Western Asset Variable Global High Yield Bond Portfolio - Share Class II

 

 

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