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Neuberger Berman AMT Guardian Portfolio

Long term growth of capital; current income is a secondary goal Capital appreciation by investing in securities of well- known, established companies Long-term capital appreciation by investing in securities of foreign insurers, “growth-type” companies, cyclical industries and special situations Capital appreciation Intermediate and long-term capital appreciation with income as a secondary consideration Dividend growth, current income and capital appreciation

Oppenheimer Capital Appreciation Fund/VA

Oppenheimer Global Securities Fund/VA

Oppenheimer Main Street Small-Cap Fund/VA

Phoenix Capital Growth Series

Phoenix Growth and Income Series

Phoenix Mid-Cap Growth Series

Capital appreciation

Phoenix Money Market Series

As high a level of current income as is consistent with the preservation of capital and maintenance of liquidity

Phoenix Multi-Sector Fixed Income Series

Long-term total return

Phoenix Multi-Sector Short Term Bond Series

High current income while attempting to limit changes in the series’ net asset value per share caused by interest rate changes

Phoenix Strategic Allocation Series

High total return consistent with prudent investment risk

Phoenix-Aberdeen International Series

High total return consistent with reasonable risk

Phoenix-Alger Small-Cap Growth Series

Long-term capital growth

Phoenix-Duff & Phelps Real Estate Securities Series

Capital appreciation and income with approximately equal emphasis

2, 3

Phoenix Dynamic Asset Allocation Series: Aggressive Growth

Long-term capital growth

Fund Name

Lord Abbett Mid-Cap Value Portfolio

Mutual Shares Securities Fund Neuberger Berman AMT Small Cap Growth Portfolio (formerly Neuberger Berman AMT Fasciano Portfolio)

Investment Objective Capital appreciation through investments, primarily in equity securities which are believed to be undervalued in the marketplace Capital appreciation with income as a secondary goal

Long term capital growth

Phoenix-Van Kampen Equity 500 Index Series

High total return

PIMCO CommodityRealReturnTM Strategy Portfolio

Seeks maximum real return consistent with prudent investment management

Phoenix-Van Kampen Comstock Series

Long-term capital appreciation with current income as a secondary consideration

Phoenix-Sanford Bernstein Mid-Cap Value Series

Phoenix-Sanford Bernstein Small-Cap Value Series

Long-term capital growth with current income as a secondary consideration Current income with capital growth as a secondary consideration Long-term capital growth and current income with a greater emphasis on capital growth Long-term capital appreciation with current income as a secondary investment objective Long-term capital appreciation by investing primarily in small-capitalization stocks that appear to be undervalued with current income as a secondary investment objective

Phoenix Dynamic Asset Allocation Series: Growth

2, 3

Phoenix Dynamic Asset Allocation Series: Moderate

2, 3

Phoenix Dynamic Asset Allocation Series: Moderate Growth 2, 3

A-2

Investment Advisor / Subadvisor

Lord, Abbett & Co. LLC

Franklin Mutual Advisers, LLC

Neuberger Berman Management Inc. Subadvisor: Neuberger Berman, LLC

Neuberger Berman Management Inc. Subadvisor: Neuberger Berman, LLC

OppenheimerFunds, Inc.

OppenheimerFunds, Inc.

OppenheimerFunds, Inc. Phoenix Variable Advisors, Inc.

Subadvisor: Harris Investment Management, Inc. Phoenix Variable Advisors, Inc.

Subadvisor: Phoenix Investment Counsel, Inc. Phoenix Variable Advisors, Inc.

Subadvisor: Neuberger Berman Management, Inc. Phoenix Variable Advisors, Inc.

Subadvisor: Goodwin Capital Advisers, Inc. Phoenix Variable Advisors, Inc.

Subadvisor: Goodwin Capital Advisers, Inc.

Phoenix Variable Advisors, Inc. Subadvisor: Goodwin Capital Advisers, Inc.

Phoenix Variable Advisors, Inc. Subadvisors: Goodwin Capital Advisers, Inc. (fixed income portion) Phoenix Investment Counsel, Inc. (equity portion) Phoenix Variable Advisors, Inc. Subadvisor: Aberdeen Asset Management Inc. Phoenix Variable Advisors, Inc. Subadvisor: Fred Alger Management, Inc. Phoenix Variable Advisors, Inc. Subadvisor: Duff & Phelps Investment Management Company Phoenix Variable Advisors, Inc. Limited Services Subadvisor: Ibbotson Associates, Inc. Phoenix Variable Advisors, Inc. Limited Services Subadvisor: Ibbotson Associates, Inc. Phoenix Variable Advisors, Inc. Limited Services Subadvisor: Ibbotson Associates, Inc. Phoenix Variable Advisors, Inc. Limited Services Subadvisor: Ibbotson Associates, Inc. Phoenix Variable Advisors, Inc. Subadvisor: AllianceBernstein L.P.

Phoenix Variable Advisors, Inc. Subadvisor: AllianceBernstein L.P.

Phoenix Variable Advisors, Inc. Subadvisor: Morgan Stanley Investment Management Inc., d/b/a Van Kampen Phoenix Variable Advisors, Inc. Subadvisor: Morgan Stanley Investment Management Inc., d/b/a Van Kampen

Pacific Investment Management Company LLC

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