MyPlanIQ 401k Investor GREAT-WEST LIFE and ANN INS CO STAFF and AGENTS SAVINGS PLAN

GREAT-WEST LIFE and ANN INS CO STAFF and AGENTS SAVINGS PLAN

Investment Menu Rating:

Investment Options
Total Available Funds: 22
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend OAKIX OAKIX
WORLD STOCK RWIGX RWIGX
Foreign Large Blend RERGX RERGX
Others
Conservative Allocation MXCPX MXCPX
Moderate Allocation MXMPX MXMPX
Target Date 2041-2045 MXOLX MXOLX
FIXED INCOME
Intermediate-Term Bond PTTRX PTTRX
Multisector Bond MXLMX MXLMX
Intermediate Government MXGMX MXGMX
Total Available Funds: 22
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend OAKIX OAKIX
WORLD STOCK RWIGX RWIGX
Foreign Large Blend RERGX RERGX
Others
Conservative Allocation MXCPX MXCPX
Moderate Allocation MXMPX MXMPX
Target Date 2041-2045 MXOLX MXOLX
Target Date 2031-2035 MXILX MXILX
Target Date 2021-2025 MXCLX MXCLX
Target Date 2011-2015 MXLVX MXLVX
FIXED INCOME
Intermediate-Term Bond PTTRX PTTRX
Multisector Bond MXLMX MXLMX
Intermediate Government MXGMX MXGMX
US EQUITY
SMALL VALUE PSVIX PSVIX
LARGE VALUE DODGX DODGX
Small Growth BUFSX BUFSX
LARGE GROWTH TWUIX TWUIX
LARGE GROWTH RGAGX RGAGX
LARGE BLEND MXAPX MXAPX
Mid-Cap Growth APHMX APHMX
LARGE GROWTH FUNYX FUNYX
MID-CAP BLEND WOFNX WOFNX
MID-CAP VALUE JDPNX JDPNX
Total Available Funds: 22
  • 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
INTERNATIONAL EQUITY
Foreign Large Blend OAKIX OAKIX 100% 3 60 0 0.75% 2.3%
WORLD STOCK RWIGX RWIGX 32% 3 60 0 0.53% 7.75%
Foreign Large Blend RERGX RERGX 32% 3 60 0 0.9% 6.87%
Others
Conservative Allocation MXCPX MXCPX 31% 3 60 0 0.77% 4.39%
Moderate Allocation MXMPX MXMPX 24% 3 60 0 0.91% 3%
Target Date 2041-2045 MXOLX MXOLX 0% 3 60 0 0.12% 8.58%
Target Date 2031-2035 MXILX MXILX 0% 3 60 0 0.12% 8.35%
Target Date 2021-2025 MXCLX MXCLX 0% 3 60 0 0.95% 7.88%
Target Date 2011-2015 MXLVX MXLVX 0% 3 60 0 0.12% 6.37%
FIXED INCOME
Intermediate-Term Bond PTTRX PTTRX 96% 3 60 0 0.83% 4.62%
Multisector Bond MXLMX MXLMX 39% 3 60 0 0.9% 3.64%
Intermediate Government MXGMX MXGMX 13% 3 60 0 0.25% 2.66%
US EQUITY
SMALL VALUE PSVIX PSVIX 93% 3 60 0 0.91% 3.75%
LARGE VALUE DODGX DODGX 93% 3 60 0 0.52% 7.33%
Small Growth BUFSX BUFSX 93% 3 60 0 1.01% 0%
LARGE GROWTH TWUIX TWUIX 73% 3 60 0 0.79% 3.42%
LARGE GROWTH RGAGX RGAGX 25% 3 60 0 0.3% 9.17%
LARGE BLEND MXAPX MXAPX 21% 3 60 0 1.16% 2.96%
Mid-Cap Growth APHMX APHMX 7% 3 60 0 0.96% 11.98%
LARGE GROWTH FUNYX FUNYX 4% 3 60 0 1.71% 5.32%
MID-CAP BLEND WOFNX WOFNX 3% 3 60 0 0.72% 7.74%
MID-CAP VALUE JDPNX JDPNX 3% 3 60 0 0.5% 0.97%
Average Expense Ratio: 0.72%
Sign up to get fund ranking change alerts

* If you find the above investment options have changed, please email us the latest change or directly Modify Investment Options after you login
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 0.6% 9.0% 4.4% 7.7% 6.7% 6.7%

Sign up or Login first to get rebalance emails for this portfolio

Strategic Asset Allocation - Optimal: Click here to see this strategy description
Optimal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 0.5% 8.3% 1.8% 4.7% 4.8% 6.7%

Sign up or Login and subscribe to get rebalance emails for this portfolio

Tactical Asset Allocation: Click here to see this strategy description
Dynamic Asset Switching YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 0.4% 9.7% 3.8% 6.9% 7.6% 7.9%

Sign up or Login and subscribe to get rebalance emails for this portfolio

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

Sign up or Login and subscribe to get rebalance emails for this portfolio
*     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 22 funds. It covers 3 major asset classes and 19 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.


Register for FREE No Credit Card Required
Or Start FREE 30-day trial now >>
MyPlanIQ Newsletters
Get Started
Search

Members enjoy Free features

  • Customize and follow a diversified strategic allocation portfolio for your 401k, IRA and brokerage investments within minutes
  • Receive monthly or quarterly re-balance emails
  • Enter funds and percentages in your portfolio, see its historical performance and receive ongoing rebalance emails
  • Real time fund ranking and selection for your plans
  • Quality retirement investing newsletter emails
  • Fund ranking and selection for your plans

Tens of thousands of users have signed up!

Join Now (Free)
No Credit Card Required

User names can only consist of alphabetic and
numeric characters.(eg: 0-9a-zA-Z)
I agree to the Terms of use

Login With Facebook:

Get Started Now. It's Free!

Get portfolio suggestions for your
401k plan or brokerage accounts

Powered by MyPlanIQ
You have created an account on MyPlanIQ.com by using this email "", please login MyPlanIQ account or reset your password.