MyPlanIQ 401k Investor John Hancock Venture Vantage Variable Annuities Plan

John Hancock Venture Vantage Variable Annuities Plan

This Plan is unrated.
Investment Options
Total Available Funds: 67
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE MRESX DeAM Real Estate Securities
Emerging Market
DIVERSIFIED EMERGING MKTS RNWFX American Funds American New World
INTERNATIONAL EQUITY
Foreign Small/Mid Value DFISX Dimensional Fund Advisors (DFA),International Small Company
Foreign Large Blend VGTSX American Funds American International
Foreign Large Value JIVIX Templeton International Value
Others
Moderate Allocation PAAIX PIMCO PIMCO VIT All Asset Portfolio
Moderate Allocation JILBX MFC Global Lifestyle Balanced
Conservative Allocation JILCX MFC Global Lifestyle Conservative
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return
Multisector Bond JESNX MFC Global Strategic Income Opportunities
Inflation-Protected Bond PRRIX PIMCO Real Return Bond
Total Available Funds: 67
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE MRESX DeAM Real Estate Securities
Emerging Market
DIVERSIFIED EMERGING MKTS RNWFX American Funds American New World
INTERNATIONAL EQUITY
Foreign Small/Mid Value DFISX Dimensional Fund Advisors (DFA),International Small Company
Foreign Large Blend VGTSX American Funds American International
Foreign Large Value JIVIX Templeton International Value
Foreign Large Growth JHIOX Marsico,International Opportunities
Foreign Large Blend JEIEX SSgA FM,International Equity Index
Foreign Large Value GMIEX GMO International Core
WORLD STOCK HVSBX American Funds American Global Small Capitalization
WORLD STOCK HVLBX American Funds American Global Growth
Others
Moderate Allocation PAAIX PIMCO PIMCO VIT All Asset Portfolio
Moderate Allocation JILBX MFC Global Lifestyle Balanced
Conservative Allocation JILCX MFC Global Lifestyle Conservative
Utilities MMUIX MFS Utilities
Health PRHSX T. Rowe Price Health Sciences
Moderate Allocation SVBAX JHIMS Core Balanced
Technology PRSCX RCM and T Rowe Price Science & Technology
Financial DVFYX Davis Financial Services
Natural Resources JHNRX Wellington Management Natural Resources
ROOT CASH MFC Global Money Market
ROOT ILOSX MFC Global Lifestyle Moderate
Moderate Allocation JIAOX MFC Global Core Strategy
World Allocation JAGOX MFC Global Core Global Diversification
Moderate Allocation JAFOX MFC Global Core Fundamental Holdings
World Allocation JGBNX JHIMS Core Disciplined Diversification
Moderate Allocation HVABX American Funds American Asset Allocation
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return
Multisector Bond JESNX MFC Global Strategic Income Opportunities
Inflation-Protected Bond PRRIX PIMCO Real Return Bond
ULTRASHORT BOND MWUIX MFC Global Ultra Short Term Bond
Intermediate-Term Bond RBFFX American Funds American Bond
High Yield Bond WAHYX Western Asset Management High Yield
WORLD BOND TGBAX Templeton Global Global
High Yield Bond JHHLX Wells Capital U.S. High Yield Bond
Intermediate-Term Bond JBINX Declaration Total Bond Market A
Multisector Bond JHSEX Western Asset Management Strategic Bond
SHORT GOVERNMENT JSTNX MFC Global Investment Management Short Term Government Income
Intermediate-Term Bond JHQBX Wellington Management Investment Quality Bond
High Yield Bond JHAQX MFC Global High Income
WORLD BOND PIGLX PIMCO Global Bond
Intermediate-Term Bond ESBIX Wells Capital Core Bond
High Yield Muni RBHFX American Funds American High-Income Bond
Intermediate-Term Bond JHADX Declaration and MFC Global Active Bond
US EQUITY
LARGE GROWTH TRBCX T. Rowe Price Blue Chip Growth
LARGE VALUE PRFDX T. Rowe Price Equity-Income
LARGE BLEND LAVYX Lord Abbett All Cap Value
SMALL BLEND PRSVX T. Rowe Price Small Company Value
LARGE BLEND JILGX MFC Global Lifestyle Growth
LARGE VALUE MALVX Black Rock Large Cap Value
LARGE BLEND JILAX MFC Global Lifestyle Aggressive
MID-CAP VALUE TRMCX T. Rowe Price Mid Value
MID-CAP BLEND JECIX MFC Global Mid Cap Index
LARGE BLEND JETSX MFC Global Total Stock Market Index
SMALL BLEND JESIX MFC Global Small Cap Index
LARGE GROWTH HACAX Jennison Associates LLC,Capital Appreciation
SMALL BLEND DFSTX Invesco Advisers/Dimensional Financial Advisors,Small Cap Opportunities
LARGE BLEND JEQAX MFC Global Optimized All Cap
LARGE VALUE MAVVX Van Kampen Value
SMALL VALUE JSCNX Wellington Management Small Cap Value
Small Growth JHSRX Wellington Management Small Cap Growth
LARGE VALUE JHQVX MFC Global Optimized Value
Mid-Cap Growth JHMSX Wellington Management Mid Cap Stock
LARGE BLEND JHFLX Davis Fundamental Value
LARGE BLEND IAFGX American Funds American Growth-Income
LARGE GROWTH IAFSX American Funds American Growth
LARGE BLEND JHBHX DeAM All Cap Core
LARGE BLEND JEINX MFC Global 500 Index
Total Available Funds: 67
  • 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
REAL ESTATE
REAL ESTATE MRESX DeAM Real Estate Securities 84% 3 60 0 1.02% 2.03%
Emerging Market
DIVERSIFIED EMERGING MKTS RNWFX American Funds American New World 94% 3 60 0 1.03% 2.87%
INTERNATIONAL EQUITY
Foreign Small/Mid Value DFISX Dimensional Fund Advisors (DFA),International Small Company 100% 3 60 0 0.39% 3.03%
Foreign Large Blend VGTSX American Funds American International 16% 3 60 0 0.08% 3.12%
Foreign Large Value JIVIX Templeton International Value 0% 3 60 0 0.89% 2.62%
Foreign Large Growth JHIOX Marsico,International Opportunities 0% 3 60 0 0.97% 0%
Foreign Large Blend JEIEX SSgA FM,International Equity Index 0% 3 60 0 0.63% 0%
Foreign Large Value GMIEX GMO International Core 0% 3 60 0 0.53% 31.95%
WORLD STOCK HVSBX American Funds American Global Small Capitalization 0% 3 60 0 1.3% 0%
WORLD STOCK HVLBX American Funds American Global Growth 0% 3 60 0 1.12% 0%
Others
Moderate Allocation PAAIX PIMCO PIMCO VIT All Asset Portfolio 96% 3 60 0 1.84% 3.53%
Moderate Allocation JILBX MFC Global Lifestyle Balanced 80% 3 60 0 1.18% 10.99%
Conservative Allocation JILCX MFC Global Lifestyle Conservative 79% 3 60 0 1.33% 3.88%
Utilities MMUIX MFS Utilities 66% 3 60 0 1% 6.04%
Health PRHSX T. Rowe Price Health Sciences 63% 3 60 0 0.8% 5.33%
Moderate Allocation SVBAX JHIMS Core Balanced 63% 3 60 0 1.03% 1.46%
Technology PRSCX RCM and T Rowe Price Science & Technology 58% 3 60 0 0.84% 0%
Financial DVFYX Davis Financial Services 54% 3 60 0 0.72% 7.03%
Natural Resources JHNRX Wellington Management Natural Resources 0% 3 60 0 1.06% 0%
ROOT CASH MFC Global Money Market 0% 1 60 0 NA 4.14%
ROOT ILOSX MFC Global Lifestyle Moderate 0% 3 60 0 NA NA
Moderate Allocation JIAOX MFC Global Core Strategy 0% 3 60 0 0.61% 0%
World Allocation JAGOX MFC Global Core Global Diversification 0% 3 60 0 0.63% 0%
Moderate Allocation JAFOX MFC Global Core Fundamental Holdings 0% 3 60 0 0.58% 0%
World Allocation JGBNX JHIMS Core Disciplined Diversification 0% 3 60 0 0.86% 0%
Moderate Allocation HVABX American Funds American Asset Allocation 0% 3 60 0 0.86% 0%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return 97% 3 60 0 0.83% 3.98%
Multisector Bond JESNX MFC Global Strategic Income Opportunities 81% 3 60 0 0.83% 3.48%
Inflation-Protected Bond PRRIX PIMCO Real Return Bond 80% 3 60 0 1.37% 4.44%
ULTRASHORT BOND MWUIX MFC Global Ultra Short Term Bond 75% 3 60 0 0.34% 4.09%
Intermediate-Term Bond RBFFX American Funds American Bond 75% 3 60 0 0.33% 3.84%
High Yield Bond WAHYX Western Asset Management High Yield 71% 3 60 0 1.76% 7.98%
WORLD BOND TGBAX Templeton Global Global 52% 3 60 0 0.64% 4.14%
High Yield Bond JHHLX Wells Capital U.S. High Yield Bond 0% 3 60 0 0.77% 0%
Intermediate-Term Bond JBINX Declaration Total Bond Market A 0% 3 60 0 NA 0%
Multisector Bond JHSEX Western Asset Management Strategic Bond 0% 3 60 0 0.76% 0%
SHORT GOVERNMENT JSTNX MFC Global Investment Management Short Term Government Income 0% 3 60 0 0.64% 0%
Intermediate-Term Bond JHQBX Wellington Management Investment Quality Bond 0% 3 60 0 0.63% 0%
High Yield Bond JHAQX MFC Global High Income 0% 3 60 0 0.73% 0%
WORLD BOND PIGLX PIMCO Global Bond 0% 3 60 0 0.57% 4.88%
Intermediate-Term Bond ESBIX Wells Capital Core Bond 0% 3 60 0 NA NA
High Yield Muni RBHFX American Funds American High-Income Bond 0% 3 60 0 NA NA
Intermediate-Term Bond JHADX Declaration and MFC Global Active Bond 0% 3 60 0 0.64% 0%
US EQUITY
LARGE GROWTH TRBCX T. Rowe Price Blue Chip Growth 100% 3 60 0 1.23% 0%
LARGE VALUE PRFDX T. Rowe Price Equity-Income 97% 3 60 0 1.23% 1.94%
LARGE BLEND LAVYX Lord Abbett All Cap Value 88% 3 60 0 0.69% 1%
SMALL BLEND PRSVX T. Rowe Price Small Company Value 85% 3 60 0 1.17% 3.33%
LARGE BLEND JILGX MFC Global Lifestyle Growth 85% 3 60 0 0.97% 1.99%
LARGE VALUE MALVX Black Rock Large Cap Value 83% 3 60 0 0.79% 2.87%
LARGE BLEND JILAX MFC Global Lifestyle Aggressive 82% 3 60 0 1.29% 1.46%
MID-CAP VALUE TRMCX T. Rowe Price Mid Value 81% 3 60 0 0.83% 7.78%
MID-CAP BLEND JECIX MFC Global Mid Cap Index 79% 3 60 0 0.54% 6.22%
LARGE BLEND JETSX MFC Global Total Stock Market Index 79% 3 60 0 0.57% 6.77%
SMALL BLEND JESIX MFC Global Small Cap Index 79% 3 60 0 0.6% 2.57%
LARGE GROWTH HACAX Jennison Associates LLC,Capital Appreciation 75% 3 60 0 1.04% 0%
SMALL BLEND DFSTX Invesco Advisers/Dimensional Financial Advisors,Small Cap Opportunities 71% 3 60 0 0.27% 1.12%
LARGE BLEND JEQAX MFC Global Optimized All Cap 69% 3 60 0 0.76% 13.59%
LARGE VALUE MAVVX Van Kampen Value 0% 3 60 0 0.96% 0.96%
SMALL VALUE JSCNX Wellington Management Small Cap Value 0% 3 60 0 1.11% 0%
Small Growth JHSRX Wellington Management Small Cap Growth 0% 3 60 0 1.08% 0%
LARGE VALUE JHQVX MFC Global Optimized Value 0% 3 60 0 NA 5.16%
Mid-Cap Growth JHMSX Wellington Management Mid Cap Stock 0% 3 60 0 0.87% 0%
LARGE BLEND JHFLX Davis Fundamental Value 0% 3 60 0 0.8% 0.71%
LARGE BLEND IAFGX American Funds American Growth-Income 0% 3 60 0 NA NA
LARGE GROWTH IAFSX American Funds American Growth 0% 3 60 0 NA 0%
LARGE BLEND JHBHX DeAM All Cap Core 0% 3 60 0 0.81% 0%
LARGE BLEND JEINX MFC Global 500 Index 0% 3 60 0 0.53% 5.09%
Average Expense Ratio: 0.85%
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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 -6.3% -7.2% 1.4% 2.0% 6.1% 5.2%

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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 for Portfolio Details or Follow -3.3% 5.9% 4.1% 8.1% 7.2%

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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 71 funds. It covers 5 major asset classes and 34 minor asset classes. The major asset classes it covers are US Equity, Fixed Income, Foreign Equity, REITs and Emerging Market Equity.

This plan is based on a user's input.



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