Account Balance by Investment Option as of
MAIZE, MARY | D34730 | ABC SAMPLE PLAN |
Fixed Account
The rate of interest to be credited on all new contributions received in your AUL Fixed Account is 2.85 percent. The weighted average rate of interest on your AUL Fixed Account balance as of is 3.29 percent. Interest rates are subject to change each quarter of the calendar year.1
Investment Option Name | Investment Type | Units | Percent 2 | Value | |||
---|---|---|---|---|---|---|---|
Fix Int/Stable Value/Cash |
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AUL Fixed Account | Fixed Int/Stable Val | 18 % | $22,909.20 | ||
Total Fix Int/Stable Value/Cash |
18 % | $22,909.20 | |||||
Intermediate-Term Bonds |
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PIMCO Total Return | Int Term Bond | 15,968.5432 | 17 % | $21,482.05 | |
Total Intermediate-Term Bonds |
17 % | $21,482.05 | |||||
High Yield Bonds |
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Amer Fds Ameri High Inc Trst | High Yield Bond | 4,711.9799 | 4 % | $5,453.00 | |
Total High Yield Bonds |
4 % | $5,453.00 | |||||
Large-Cap Stocks |
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T Rowe Price Growth Stock | Large Cap Growth | 27,237.2803 | 28 % | $35,421.62 | |
Total Large-Cap Stocks |
28 % | $35,421.62 | |||||
Mid-Cap Stocks |
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Thornburg Core Growth | Mid Cap Growth | 7,123.7816 | 6 % | $7,427.96 | |
Total Mid-Cap Stocks |
6 % | $7,427.96 | |||||
Small-Cap Stocks |
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Fidelity Adv Small Cap | Small Cap Growth | 3,311.0941 | 5 % | $6,311.73 | |
Total Small-Cap Stocks |
5 % | $6,311.73 | |||||
Foreign Stocks |
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Thornburg International Value | Foreign Blend | 12,403.4766 | 14 % | $16,633.98 | |
Total Foreign Stocks |
14 % | $16,633.98 | |||||
World Stocks |
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Invesco Global Equity | World Stock | 8,657.3813 | 8% | $10,125.50 | |
Total World Stocks |
8 % | $10,125.50 | |||||
Total Account Value |
100 % | $125,765.04 |
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Note: Investment options are valued as of the close of financial markets on the last previous active trading day.
Note: Your plan(s) and/or group annuity contract(s) may limit your ability to receive cash payments or to receive your entire account balance.
Note: View more information about the investment option summaries.
Note: This balance does not include any outstanding loans.
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Investors should consider carefully the investment objectives, risks, charges and expenses of the fund before investing. The prospectus contains this and other information about the fund. You may access the AUL American Unit Trust prospectus and the underlying fund prospectuses online or call American United Life Insurance Company at 1-800-403-4173.
This is an interest-earning investment option, backed by AUL's general account assets. AUL guarantees that interest will be credited at the higher of the rate guaranteed in the group variable annuity contract and the current rate declared by it. AUL may change the initial interest rate for future contributions. New contributions are guaranteed to earn the applicable initial interest rate for at least a one-year time period from the date the contributions are made. Changes in the initial interest rate or in the interest rate for prior contributions will also be effective for at least one year. In no event will the interest rate ever be below the rate guaranteed in the group variable annuity contract.
The guarantee is based on the continued claims-paying ability of AUL.