MyPlanIQ 401k Investor American General Life Insurance Company ONE MULTI-MANAGER ANNUITY B SHARES

American General Life Insurance Company ONE MULTI-MANAGER ANNUITY B SHARES

Investment Menu Rating:

Investment Options
Total Available Funds: 13
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS TDMBX Franklin VIP Dev Market 2
INTERNATIONAL EQUITY
Foreign Large Growth AIEVX Invesco VI International Growth I
Others
ROOT CASH VALIC Company I Money Market I
FIXED INCOME
Intermediate-Term Bond PGBOX JPMorgan Ins Trust Core Bond 1
High Yield Bond OPCHX Oppenheimer VA High Income NS
US EQUITY
MID-CAP VALUE JMVSX JPMorgan Ins Trust MCV 1
LARGE BLEND JUEAX JPMorgan Ins Trust US Equity 1
Mid-Cap Growth OSGIX JPMorgan Ins Trust Dv Mid Cap Growth 1
Total Available Funds: 13
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS TDMBX Franklin VIP Dev Market 2
INTERNATIONAL EQUITY
Foreign Large Growth AIEVX Invesco VI International Growth I
Others
ROOT CASH VALIC Company I Money Market I
FIXED INCOME
Intermediate-Term Bond PGBOX JPMorgan Ins Trust Core Bond 1
High Yield Bond OPCHX Oppenheimer VA High Income NS
US EQUITY
MID-CAP VALUE JMVSX JPMorgan Ins Trust MCV 1
LARGE BLEND JUEAX JPMorgan Ins Trust US Equity 1
Mid-Cap Growth OSGIX JPMorgan Ins Trust Dv Mid Cap Growth 1
LARGE BLEND OGEAX JPMorgan Inv Trust Equity Index 1
LARGE GROWTH JIGAX JPMorgan Ins Trust In Growth 1
MID-CAP BLEND PECAX JPMorgan Ins Trust Intrepid Mid Cap 1
LARGE GROWTH IVKGX Van Kampen LIT Capital Growth 1
Mid-Cap Growth FBSMX Franklin VIP S-M Capital Growth 2
Total Available Funds: 13
  • 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 TDMBX Franklin VIP Dev Market 2 0% 3 60 0 2.42% 0.04%
INTERNATIONAL EQUITY
Foreign Large Growth AIEVX Invesco VI International Growth I 93% 3 60 0 1.27% 2.77%
Others
ROOT CASH VALIC Company I Money Market I 0% 3 60 0 NA 2.61%
FIXED INCOME
Intermediate-Term Bond PGBOX JPMorgan Ins Trust Core Bond 1 65% 3 60 0 1.1% 3.44%
High Yield Bond OPCHX Oppenheimer VA High Income NS 0% 3 60 0 1.42% 7.77%
US EQUITY
MID-CAP VALUE JMVSX JPMorgan Ins Trust MCV 1 85% 3 60 0 1.14% 12.11%
LARGE BLEND JUEAX JPMorgan Ins Trust US Equity 1 55% 3 60 0 0.54% 0.25%
Mid-Cap Growth OSGIX JPMorgan Ins Trust Dv Mid Cap Growth 1 44% 3 60 0 0.95% 9.26%
LARGE BLEND OGEAX JPMorgan Inv Trust Equity Index 1 35% 3 60 0 0.45% 0.92%
LARGE GROWTH JIGAX JPMorgan Ins Trust In Growth 1 33% 3 60 0 0.84% 5.82%
MID-CAP BLEND PECAX JPMorgan Ins Trust Intrepid Mid Cap 1 31% 3 60 0 1.09% 0.95%
LARGE GROWTH IVKGX Van Kampen LIT Capital Growth 1 0% 3 60 0 NA NA
Mid-Cap Growth FBSMX Franklin VIP S-M Capital Growth 2 0% 3 60 0 1.75% 10.87%
Average Expense Ratio: 1.18%
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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 0.5% 5.9% 1.3% 5.1% 5.2% 6.0%

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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 to Create Model Portfolio

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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 0.8% 13.4% 3.3% 7.2% 6.3% 7.4%

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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 13 funds. It covers 4 major asset classes and 9 minor asset classes. The major asset classes it covers are Emerging Market Equity, US Equity, Foreign Equity and Fixed Income.


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