Investment Approach
The T. Rowe Price Blue Chip Portfolio Fund is a specialty stock portfolio investing primarily in stocks of large- and mid-size companies that are blue chip -this is, high-quality growth companies. The portfolio seeks long-term growth of capital; income is secondary.
Emphasis is on owning a diversified portfolio of companies that are well established in industries believed to be strategically poised for long-term growth. This portfolio's share price may fluctuate more than a portfolio investing in income-oriented stocks, but less than a
portfolio that invests primarily in faster-growing small companies.
Management
Larry J. Puglia is a portfolio manager and vice president for T. Rowe Price Group, Inc. He is chairman of the Investment Advisory Committee for the Blue Chip Growth Fund and a member of the committees for the Growth Stock Fund and the Tax-Efficient and Personal Strategy Funds. Before arriving in 1990, he was a manager with Peat Marwick Main & Co. Mr. Puglia earned a BBA in accounting from the University of Notre Dame and an MBA in finance from the Darden School of Business, University of Virginia. He is accredited as a Chartered Financial Analyst (CFA) and a Certified Public Accountant (CPA).
This information has been provided as a courtesy to you at your request and does not replace or supersede your customer account statement. In the case of any conflict, the information on your customer account statement shall control; we do not guarantee the accuracy of this information.
Reported policy information only reflects information that we have received in good order and have processed pursuant to our rules and deadlines. Reported transfers and values may only be current as of the last previous business day the New York Stock Exchange was open. Pending changes and transactions may not be reflected in our reported information. Variable annuities are issued by OM Financial Life Insurance Company, Baltimore, MD, and are offered through Old Mutual Financial Network Securities, Inc., members FINRA.
Investment options are available as subaccounts of the separate account of OM Financial Life Insurance Company. The underlying portfolios of the subaccounts are NOT publicly traded mutual funds, and are NOT the same as publicly traded mutual funds with very similar names.
Even if the investment objectives and policies of some underlying portfolios available through the contract's subaccounts may be very similar to the investment objectives and policies of publicly traded mutual funds that may be managed by the same investment adviser, the investment performance and results of the portfolios available under the Contract may vary significantly from the investment results of such other publicly traded mutual funds. The portfolios are designed primarily as investments for variable annuity and variable life insurance policies issued by insurance companies.
Beacon Navigator flexible premium variable annuity contract is offered on a group or individual basis as determined by state availability. Group Certificate FGL FPDVA-C 2006 and Individual Form FGL FPDVA 2006, et al. Optional provisions and riders have limitations, restrictions and additional charges except where noted, and are subject to state availability.For the exact terms and conditions, refer to the contract.
Asset allocation portfolios and models provide allocations determined to be consistent with an investment risk profile. The investor chooses whether or not to select an asset allocation portfolio or model and the subsequent recommended allocation changes. Implementation does not guarantee a profit or protect against a loss.
An investment in money market investment options is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other
government agency. Money market investments seek to preserve the value of your investment at $1.00 per share, but include risk of loss, including
principal.
Beacon Navigator is offered by prospectus only. Before investing, carefully consider the investment objectives, risks, fees, and other important information about the contract issuer and underlying portfolios. This information can be found in the contract and portfolio prospectuses. You can obtain copies from us. Read the prospectuses carefully and consider these factors before investing.
