MyPlanIQ 401k Investor Kansas Board of Regents Voluntary Tax Deferred Annuity (TDA) ING Plan

Kansas Board of Regents Voluntary Tax Deferred Annuity (TDA) ING Plan

This Plan is unrated.
Investment Options
Total Available Funds: 96
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS IJPIX ING JPMorgan Emerging Markets Equity Portfolio Serivce Class
DIVERSIFIED EMERGING MKTS ODVYX Oppenheimer Developing Markets Fund,Class A
DIVERSIFIED EMERGING MKTS PYEFX Pioneer Emerging Markets VCT Portfolio - Class I
REAL ESTATE
REAL ESTATE IVRSX ING Van Kampen Real Estate Portfolio - Service Class
REAL ESTATE CLARX ING VP Real Estate Portfolio
INTERNATIONAL EQUITY
WORLD STOCK RNPFX New Perspective Fund
Foreign Large Blend FOSFX Fidelity VIP Overseas Portfolio
WORLD STOCK IGMIX ING Oppenheimer Global Portfolio - Initial Class
Others
Moderate Allocation PRWCX ING T. Rowe Price Capital Appreciation Portfolio Service Class
Target Date 2041-2045 ISRSX ING Solution 2045 Portfolio Service Class
Target Date 2031-2035 ISQSX ING Solution 2035 Portfolio Service Class
Total Available Funds: 96
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS IJPIX ING JPMorgan Emerging Markets Equity Portfolio Serivce Class
DIVERSIFIED EMERGING MKTS ODVYX Oppenheimer Developing Markets Fund,Class A
DIVERSIFIED EMERGING MKTS PYEFX Pioneer Emerging Markets VCT Portfolio - Class I
REAL ESTATE
REAL ESTATE IVRSX ING Van Kampen Real Estate Portfolio - Service Class
REAL ESTATE CLARX ING VP Real Estate Portfolio
INTERNATIONAL EQUITY
WORLD STOCK RNPFX New Perspective Fund
Foreign Large Blend FOSFX Fidelity VIP Overseas Portfolio
WORLD STOCK IGMIX ING Oppenheimer Global Portfolio - Initial Class
Foreign Large Value IFTSX ING Templeton Foreign Equity Portfolio - Service Class
Foreign Large Value JIESX ING JPMorgan International Portfolio
FOREIGN SMALL/MID GROWTH WSCAX Wanger International Small Cap VIT Portfolio
Foreign Large Blend REREX EuroPacific Growth Fund
Foreign Large Growth MIOFX ING Marsico International Opportunities Portfolio Service Class
Foreign Large Value IIVIX ING VP International Value Portfolio
Foreign Large Blend IVPPX ING VP Index Plus International Equity Portfolio,Institutional Class
Foreign Large Blend IVPPX ING VP Index Plus International Equity Portfolio,Service Class
Foreign Large Blend IJBSX ING Julius Baer Foreign Portfolio
Foreign Large Blend IVPPX ING VP Financial Services Portfolio
Foreign Large Value IIVIX ING VP Value Opportunity Portfolio
Others
Moderate Allocation PRWCX ING T. Rowe Price Capital Appreciation Portfolio Service Class
Target Date 2041-2045 ISRSX ING Solution 2045 Portfolio Service Class
Target Date 2031-2035 ISQSX ING Solution 2035 Portfolio Service Class
Target Date 2021-2025 ISZSX ING Solution 2025 Portfolio Service Class
Moderate Allocation ACETX ING Van Kampen Equity and Income Portfolio,Initial Class
Moderate Allocation PAXIX Pax World Balanced Fund
Moderate Allocation IBPIX ING VP Balanced Portfolio
Moderate Allocation IBPIX ING VP Strategic Allocation Balanced Portfolio
Utilities IMUSX ING MFS Utilities Portfolio Service Class
Retirement Income ISKSX ING Solution Income Portfolio
Health IEHSX ING Evergreen Health Sciences Portfolio Class S
Moderate Allocation CSIFX Calvert Social Balanced Portfolio
Natural Resources IGRSX ING Global Resources Portfolio - Service Class
ROOT CASH Money Market
Technology ATEIX ING VP Global Science and Technology Portfolio
ROOT ILVSX ING Legg Mason Value Portfolio,Service Class
EQUITY WM Washington Mutual Investors Fund SM
Target Date 2011-2015 ISOSX ING Solution 2015 Portfolio Service Class
ROOT CASH ING VP Money Market Portfolio
US EQUITY
LARGE BLEND NBSRX Neuberger Berman Socially Responsive Fund- Trust Class
LARGE BLEND VTSMX AIM V.I. Core Equity Fund - Series I Shares
Small Growth IVSOX ING VP SmallCap Opportunities Portfolio
SMALL BLEND IVCSX ING VP Small Company Portfolio
SMALL VALUE FVADX FTVIP Franklin Small Cap Value Securities Fund - Class 2
Mid-Cap Growth IIMOX ING VP MidCap Opportunities Portfolio
LARGE GROWTH ITGIX ING T. Rowe Price Growth Equity Portfolio
SMALL BLEND IJSSX ING JPMorgan Small Cap Equity Service Class
MID-CAP VALUE IJMSX ING JPMorgan Mid Cap Value Portfolio - Service Class
SMALL VALUE ESPIX Evergreen Special Values Fund
LARGE BLEND MIGYX Oppenheimer Main Street Small Cap/VA
LARGE VALUE ITEIX ING T. Rowe Price Equity Income Portfolio,Service Class
LARGE BLEND IIVGX ING VP Growth and Income Portfolio,Class I
LARGE BLEND ISAGX ING VP Strategic Allocation Growth Portfolio
LARGE VALUE IVGSX ING Van Kampen Growth and Income Portfolio Service Class
LARGE BLEND IPLIX ING VP Index Plus LargeCap Portfolio,Class I
LARGE VALUE IVKSX ING Van Kampen Comstock Portfolio - Service Class
LARGE VALUE ALVSX ING American Century Large Company Value Portfolio - Service Class
Small Growth IBSSX ING Baron Small Cap Growth Portfolio - Service Class
MID-CAP BLEND IPMIX ING VP Index Plus MidCap Portfolio
LARGE BLEND ISCSX ING Davis New York Venture Value,Service Class
SMALL VALUE ICSSX ING Columbia Small Cap Value II Portfolio - Service Class
MID-CAP VALUE LMCYX Lord Abbett Series Fund,Mid-Cap Value Portfolio,Class VC Shares
SMALL BLEND IPSIX ING VP Index Plus SmallCap Portfolio
LARGE VALUE IPEIX ING Pioneer Equity-Income Portfolio - Class I
LARGE GROWTH LSIFX ING Legg Mason Partners Aggressive Growth Portfolio
LARGE GROWTH PIGFX ING Pioneer Fund Portfolio - Class I
Mid-Cap Growth IAXAX ING T. Rowe Price Diversified Mid Cap Growth Portfolio - Initial Class
LARGE GROWTH RGAEX The Growth Fund of America
Small Growth BNSCX ING UBS U.S. Small Cap Growth Portfolio - Serv Class
SMALL BLEND IWSSX ING Wells Fargo Small Cap Disciplined Portfolio - Serv Class
SMALL BLEND IWSSX ING Wells Fargo Disciplined Value Portfolio - Service Class
Mid-Cap Growth IBSBX ING Baron Asset Portfolio - Service Class
MID-CAP VALUE LZMIX Lazard Mid Cap Portfolio - Open Shares
Mid-Cap Growth WATWX Wanger Select
MID-CAP VALUE IPVSX ING Pioneer Mid-Cap Value Portfolio - Class I
Mid-Cap Growth IFDTX ING FMR Diversified Mid Cap Portfolio Service Class
Mid-Cap Growth IABIX ING AllianceBernstein Mid Cap Growth Portfolio Service Class
LARGE BLEND IMRIX ING UBS U.S. Large Cap Equity Portfolio
LARGE BLEND IMOIX ING Thornburg Value Portfolio
LARGE GROWTH IMGSX ING Marsico Growth Portfolio Service Class
LARGE GROWTH IVKEX ING Van Kampen Large Cap Growth Portfolio
LARGE GROWTH IMLIX ING Blackrock Large Cap Growth Portfolio,Institutional Class
LARGE GROWTH VPGSX Fidelity VIP Growth Portfolio
LARGE GROWTH VPCSX Fidelity VIP Contrafund Portfolio
LARGE VALUE IJVSX ING JP Morgan Value Opportunities Portfolio,Service Class
LARGE BLEND INBSX ING Neuberger Berman Partners Portfolio,Service Class
LARGE VALUE ISLIX ING Lord Abbett Affiliated Portfolio,Institutional Class
LARGE BLEND IOMIX ING Oppenheimer Main Street Portfolio,Service Class
LARGE VALUE VPESX Fidelity VIP Equity-Income Portfolio
FIXED INCOME
Multisector Bond IOSIX ING Oppenheimer Strategic Income Portfolio- Initial Class
Multisector Bond IOSSX ING VP Strategic Allocation Income Portfolio
High Yield Bond IPHYX ING PIMCO High Yield Portfolio,Class S
Inflation-Protected Bond PRRIX PIMCO VIT Real Return Portfolio
Intermediate-Term Bond IPIIX ING VP Intermediate Bond Portfolio
WORLD BOND TGBAX Templeton Global Bond Fund
High Yield Bond IPHIX ING Pioneer High Yield Portfolio,Initial Class
High Yield Bond IPHSX Pioneer High Yield VCT Portfolio
Total Available Funds: 96
  • R*: Redemption (Minimum months to hold).
  • RT: Round Trip (number of times allowed to buy/sell in trailing 12 months).
  • WP: Waiting Period (minimum months to wait before buy again).
  • M*:Mark (p: proxy, n: not used).
Asset Class Ticker Description Rating R* RT WP Expense Yield
Emerging Market
DIVERSIFIED EMERGING MKTS IJPIX ING JPMorgan Emerging Markets Equity Portfolio Serivce Class 92% 3 60 0 1.81% 1.71%
DIVERSIFIED EMERGING MKTS ODVYX Oppenheimer Developing Markets Fund,Class A 89% 3 60 0 0.84% 0.83%
DIVERSIFIED EMERGING MKTS PYEFX Pioneer Emerging Markets VCT Portfolio - Class I 0% 3 60 0 1.4% 0%
REAL ESTATE
REAL ESTATE IVRSX ING Van Kampen Real Estate Portfolio - Service Class 72% 3 60 0 1.28% 8.84%
REAL ESTATE CLARX ING VP Real Estate Portfolio 53% 3 60 0 1.43% 4.03%
INTERNATIONAL EQUITY
WORLD STOCK RNPFX New Perspective Fund 91% 3 60 0 1.47% 5.72%
Foreign Large Blend FOSFX Fidelity VIP Overseas Portfolio 88% 3 60 0 0.95% 1.05%
WORLD STOCK IGMIX ING Oppenheimer Global Portfolio - Initial Class 85% 3 60 0 1.2% 11.25%
Foreign Large Value IFTSX ING Templeton Foreign Equity Portfolio - Service Class 83% 3 60 0 0.97% 4.16%
Foreign Large Value JIESX ING JPMorgan International Portfolio 81% 3 60 0 1.5% 3.27%
FOREIGN SMALL/MID GROWTH WSCAX Wanger International Small Cap VIT Portfolio 64% 3 60 0 1.02% 0.31%
Foreign Large Blend REREX EuroPacific Growth Fund 57% 3 60 0 0.9% 3.74%
Foreign Large Growth MIOFX ING Marsico International Opportunities Portfolio Service Class 51% 3 60 0 1.5% 0%
Foreign Large Value IIVIX ING VP International Value Portfolio 0% 3 60 0 1% 1.58%
Foreign Large Blend IVPPX ING VP Index Plus International Equity Portfolio,Institutional Class 0% 3 60 0 NA NA
Foreign Large Blend IVPPX ING VP Index Plus International Equity Portfolio,Service Class 0% 3 60 0 NA NA
Foreign Large Blend IJBSX ING Julius Baer Foreign Portfolio 0% 3 60 0 NA 0%
Foreign Large Blend IVPPX ING VP Financial Services Portfolio 0% 3 60 0 NA NA
Foreign Large Value IIVIX ING VP Value Opportunity Portfolio 0% 3 60 0 1% 1.58%
Others
Moderate Allocation PRWCX ING T. Rowe Price Capital Appreciation Portfolio Service Class 99% 3 60 0 0.98% 2%
Target Date 2041-2045 ISRSX ING Solution 2045 Portfolio Service Class 92% 3 60 0 1% 8.25%
Target Date 2031-2035 ISQSX ING Solution 2035 Portfolio Service Class 90% 3 60 0 1.13% 3.17%
Target Date 2021-2025 ISZSX ING Solution 2025 Portfolio Service Class 89% 3 60 0 0.72% 4.38%
Moderate Allocation ACETX ING Van Kampen Equity and Income Portfolio,Initial Class 76% 3 60 0 0.78% 2.09%
Moderate Allocation PAXIX Pax World Balanced Fund 75% 3 60 0 0.65% 6.22%
Moderate Allocation IBPIX ING VP Balanced Portfolio 71% 3 60 0 0.74% 2.09%
Moderate Allocation IBPIX ING VP Strategic Allocation Balanced Portfolio 71% 3 60 0 0.74% 2.09%
Utilities IMUSX ING MFS Utilities Portfolio Service Class 68% 3 60 0 1.03% 1.82%
Retirement Income ISKSX ING Solution Income Portfolio 65% 3 60 0 0.18% 3.88%
Health IEHSX ING Evergreen Health Sciences Portfolio Class S 64% 3 60 0 1.01% 6.62%
Moderate Allocation CSIFX Calvert Social Balanced Portfolio 32% 3 60 0 1.67% 3.21%
Natural Resources IGRSX ING Global Resources Portfolio - Service Class 22% 3 60 0 0.9% 0.82%
ROOT CASH Money Market 0% 1 60 0 NA 4.14%
Technology ATEIX ING VP Global Science and Technology Portfolio 0% 3 60 0 NA NA
ROOT ILVSX ING Legg Mason Value Portfolio,Service Class 0% 3 60 0 NA NA
EQUITY WM Washington Mutual Investors Fund SM 0% 3 60 0 NA 1.6%
Target Date 2011-2015 ISOSX ING Solution 2015 Portfolio Service Class 0% 3 60 0 0.38% 0%
ROOT CASH ING VP Money Market Portfolio 0% 1 60 0 NA 4.14%
US EQUITY
LARGE BLEND NBSRX Neuberger Berman Socially Responsive Fund- Trust Class 99% 3 60 0 1.06% 0.22%
LARGE BLEND VTSMX AIM V.I. Core Equity Fund - Series I Shares 94% 3 60 0 0.03% 1.26%
Small Growth IVSOX ING VP SmallCap Opportunities Portfolio 90% 3 60 0 1.26% 0%
SMALL BLEND IVCSX ING VP Small Company Portfolio 89% 3 60 0 1.36% 0.42%
SMALL VALUE FVADX FTVIP Franklin Small Cap Value Securities Fund - Class 2 87% 3 60 0 1.73% 0.55%
Mid-Cap Growth IIMOX ING VP MidCap Opportunities Portfolio 86% 3 60 0 1.06% 0%
LARGE GROWTH ITGIX ING T. Rowe Price Growth Equity Portfolio 84% 3 60 0 1.11% 1.47%
SMALL BLEND IJSSX ING JPMorgan Small Cap Equity Service Class 84% 3 60 0 0.87% 6.83%
MID-CAP VALUE IJMSX ING JPMorgan Mid Cap Value Portfolio - Service Class 83% 3 60 0 1.1% 0.89%
SMALL VALUE ESPIX Evergreen Special Values Fund 82% 3 60 0 1.16% 1.21%
LARGE BLEND MIGYX Oppenheimer Main Street Small Cap/VA 82% 3 60 0 0.8% 0.18%
LARGE VALUE ITEIX ING T. Rowe Price Equity Income Portfolio,Service Class 81% 3 60 0 0.86% 1.99%
LARGE BLEND IIVGX ING VP Growth and Income Portfolio,Class I 80% 3 60 0 0.67% 0.99%
LARGE BLEND ISAGX ING VP Strategic Allocation Growth Portfolio 80% 3 60 0 0.77% 9.86%
LARGE VALUE IVGSX ING Van Kampen Growth and Income Portfolio Service Class 80% 3 60 0 1.01% 1.63%
LARGE BLEND IPLIX ING VP Index Plus LargeCap Portfolio,Class I 79% 3 60 0 1.05% 0.79%
LARGE VALUE IVKSX ING Van Kampen Comstock Portfolio - Service Class 75% 3 60 0 0.95% 15.63%
LARGE VALUE ALVSX ING American Century Large Company Value Portfolio - Service Class 75% 3 60 0 0.63% 6.88%
Small Growth IBSSX ING Baron Small Cap Growth Portfolio - Service Class 74% 3 60 0 1.39% 6.05%
MID-CAP BLEND IPMIX ING VP Index Plus MidCap Portfolio 71% 3 60 0 0.85% 0.96%
LARGE BLEND ISCSX ING Davis New York Venture Value,Service Class 67% 3 60 0 0.95% 47.13%
SMALL VALUE ICSSX ING Columbia Small Cap Value II Portfolio - Service Class 67% 3 60 0 1.17% 7.56%
MID-CAP VALUE LMCYX Lord Abbett Series Fund,Mid-Cap Value Portfolio,Class VC Shares 67% 3 60 0 1.26% 6.72%
SMALL BLEND IPSIX ING VP Index Plus SmallCap Portfolio 66% 3 60 0 0.6% 4.3%
LARGE VALUE IPEIX ING Pioneer Equity-Income Portfolio - Class I 66% 3 60 0 1.04% 2.52%
LARGE GROWTH LSIFX ING Legg Mason Partners Aggressive Growth Portfolio 65% 3 60 0 1.24% 10.81%
LARGE GROWTH PIGFX ING Pioneer Fund Portfolio - Class I 51% 3 60 0 1.71% 3.47%
Mid-Cap Growth IAXAX ING T. Rowe Price Diversified Mid Cap Growth Portfolio - Initial Class 49% 3 60 0 1.18% 0.17%
LARGE GROWTH RGAEX The Growth Fund of America 39% 3 60 0 0.3% 0%
Small Growth BNSCX ING UBS U.S. Small Cap Growth Portfolio - Serv Class 29% 3 60 0 0.99% 5.51%
SMALL BLEND IWSSX ING Wells Fargo Small Cap Disciplined Portfolio - Serv Class 0% 3 60 0 NA NA
SMALL BLEND IWSSX ING Wells Fargo Disciplined Value Portfolio - Service Class 0% 3 60 0 NA NA
Mid-Cap Growth IBSBX ING Baron Asset Portfolio - Service Class 0% 3 60 0 NA 0%
MID-CAP VALUE LZMIX Lazard Mid Cap Portfolio - Open Shares 0% 3 60 0 0.93% 0%
Mid-Cap Growth WATWX Wanger Select 0% 3 60 0 0.92% 0%
MID-CAP VALUE IPVSX ING Pioneer Mid-Cap Value Portfolio - Class I 0% 3 60 0 0.9% 0.18%
Mid-Cap Growth IFDTX ING FMR Diversified Mid Cap Portfolio Service Class 0% 3 60 0 1.04% 0%
Mid-Cap Growth IABIX ING AllianceBernstein Mid Cap Growth Portfolio Service Class 0% 3 60 0 NA NA
LARGE BLEND IMRIX ING UBS U.S. Large Cap Equity Portfolio 0% 3 60 0 0.75% 0%
LARGE BLEND IMOIX ING Thornburg Value Portfolio 0% 3 60 0 0.82% 0%
LARGE GROWTH IMGSX ING Marsico Growth Portfolio Service Class 0% 3 60 0 1.07% 0.7%
LARGE GROWTH IVKEX ING Van Kampen Large Cap Growth Portfolio 0% 3 60 0 NA NA
LARGE GROWTH IMLIX ING Blackrock Large Cap Growth Portfolio,Institutional Class 0% 3 60 0 0.81% 0.66%
LARGE GROWTH VPGSX Fidelity VIP Growth Portfolio 0% 3 60 0 NA NA
LARGE GROWTH VPCSX Fidelity VIP Contrafund Portfolio 0% 3 60 0 1.2% 0%
LARGE VALUE IJVSX ING JP Morgan Value Opportunities Portfolio,Service Class 0% 3 60 0 NA NA
LARGE BLEND INBSX ING Neuberger Berman Partners Portfolio,Service Class 0% 3 60 0 NA NA
LARGE VALUE ISLIX ING Lord Abbett Affiliated Portfolio,Institutional Class 0% 3 60 0 NA 0%
LARGE BLEND IOMIX ING Oppenheimer Main Street Portfolio,Service Class 0% 3 60 0 NA 0%
LARGE VALUE VPESX Fidelity VIP Equity-Income Portfolio 0% 3 60 0 1.11% 0%
FIXED INCOME
Multisector Bond IOSIX ING Oppenheimer Strategic Income Portfolio- Initial Class 97% 3 60 0 1.19% 4.05%
Multisector Bond IOSSX ING VP Strategic Allocation Income Portfolio 96% 3 60 0 1.19% 3.8%
High Yield Bond IPHYX ING PIMCO High Yield Portfolio,Class S 84% 3 60 0 0.48% 5.6%
Inflation-Protected Bond PRRIX PIMCO VIT Real Return Portfolio 80% 3 60 0 1.37% 4.44%
Intermediate-Term Bond IPIIX ING VP Intermediate Bond Portfolio 75% 3 60 0 0.95% 3.81%
WORLD BOND TGBAX Templeton Global Bond Fund 52% 3 60 0 0.64% 4.14%
High Yield Bond IPHIX ING Pioneer High Yield Portfolio,Initial Class 0% 3 60 0 0.71% 5.07%
High Yield Bond IPHSX Pioneer High Yield VCT Portfolio 0% 3 60 0 0.96% 4.83%
Average Expense Ratio: 1.01%
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Model Portfolios
Strategic Asset Allocation - Equal Weight: Click here to see this strategy description
Equal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 1.0% 10.5% -0.6% 4.6% 3.8% 6.7%

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Asset Allocation Composite: Click here to see this strategy description
Strategic Asset Allocation with Dynamic Risk Adjustment YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click to Create Model Portfolio

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*     AR: Annualized Return
**   YTD: Year to Date (not annualized)
*** The above portfolios are of moderate risk, which means that more than 40% of assets are in fixed income funds.


Description
The plan consists of 106 funds. It covers 5 major asset classes and 32 minor asset classes. The major asset classes it covers are Fixed Income, US Equity, Foreign Equity, REITs and Emerging Market Equity.

Kansas Board of Regents Voluntary Tax Defferred Plan (TDA) has two plan providers: ING and TIAA-CREF. This plan is suitable to faculties and staff at the University of Kansas and other state univerisities. The investment choices are based on the information provided by this web page.



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