Select Series - Overview

NextGen Client Select Series is offered to investors who seek professional advice. The Select Series currently offers 28 investment options, including portfolios offered by BlackRock Investment Management LLC, Franklin Templeton Investments, Massachusetts Financial Services Company, Allianz Global Investors Solutions LLC, Eaton Vance Management, Thornburg Investment Management, Inc., and a principal protected option. The Client Select Series provides for A Units or C Units. Each unit class has a different fee and expense structure. Click here to find a listing of participating Maine-based financial advisors (Maine Distribution Agents).

Click on the portfolio to view the current target underlying fund allocations.

Click here to view Select Series Portfolio Performance.

Age-Based Diversified Portfolios
BlackRock Age-Based Portfolios	Invests in a combination of underlying funds that are periodically adjusted based on the age of the Designated Beneficiary
Franklin Templeton Age-Based Portfolios
MFS Age-Based Portfolios
Diversified Portfolios
Allianz Capital Growth and Income Portfolio	Invests 63% in equity mutual funds, with the balance in fixed-income mutual funds and alternative investments
Allianz Capital Income Portfolio	Invests 100% in fixed-income mutual funds
BlackRock 100% Equity Portfolio	Invests primarily in fixed-income mutual funds with a portion in money market instruments
BlackRock 75% Equity Portfolio	Invests primarily in fixed-income mutual funds with a portion in money market instruments
BlackRock Fixed Income Portfolio	Invests primarily in fixed-income mutual funds with a portion in money market instruments
Franklin Templeton Growth Portfolio	Invests 100% in equity-based mutual funds
Franklin Templeton Growth & Income Portfolio	Invests 75% in equity mutual funds, with the balance in fixed-income mutual funds and money market instruments
Franklin Templeton Balanced Portfolio	Invests 40% in fixed-income mutual funds, 50% in equity-based mutual funds, and 10% in money market instruments
MFS Equity Income Portfolio	Invests 100% in equity-based mutual funds
MFS Fixed Income Portfolio	Invests 100% in fixed-income mutual funds
Single Fund Portfolios
Allianz NFJ Dividend Value Portfolio	Invests in a single underlying fund
PIMCO Real Return Portfolio	Invests in a single underlying fund
PIMCO Total Return Portfolio	Invests in a single underlying fund
BlackRock Large Cap Core Portfolio	Invests in a single underlying fund
BlackRock Large Cap Growth Portfolio
BlackRock Global Allocation Portfolio
Eaton Vance Large-Cap Value Portfolio	Invests in a single underlying fund
Franklin Templeton Mutual Shares Portfolio	Invests in a single underlying fund
Franklin Templeton Small Cap Value Portfolio
Franklin Templeton Global Bond Portfolio
Franklin Templeton Small-Mid Cap Growth Portfolio
MFS Value Portfolio	Invests in a single underlying fund
MFS Research International Portfolio	Invests in a single underlying fund
Thornburg International Value Portfolio	Invests in a single underlying fund
Principal Plus Portfolio	Invests in guaranteed insurance contracts or similar instruments

Select Series - Overview

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