MyPlanIQ 401k Investor Great West Life & Annuity Insurance Co FUTUREFUNDS SERIES ACCOUNT B SHARES

Great West Life & Annuity Insurance Co FUTUREFUNDS SERIES ACCOUNT B SHARES

Investment Menu Rating:

Investment Options
Total Available Funds: 18
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Value MXIVX Maxim MFS International Value
Foreign Large Value MXIAX Maxim INVESCO ADR
Others
ROOT CASH Maxim Money Market
Moderate Allocation MXOPX Maxim Moderate Profile
Moderate Allocation MXTPX Maxim Moderate-Plus Conservative Profile
FIXED INCOME
Multisector Bond MXLMX Maxim Loomis Bond
US EQUITY
LARGE GROWTH EPGAX Fidelity VIP Growth Init
Mid-Cap Growth MXMGX Maxim T. Rowe Price Mid-Cap Growth
LARGE VALUE MXEQX Maxim T. Rowe Price Equity Income
Total Available Funds: 18
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Value MXIVX Maxim MFS International Value
Foreign Large Value MXIAX Maxim INVESCO ADR
Others
ROOT CASH Maxim Money Market
Moderate Allocation MXOPX Maxim Moderate Profile
Moderate Allocation MXTPX Maxim Moderate-Plus Conservative Profile
Conservative Allocation MXVPX Maxim Conserv Profile
FIXED INCOME
Multisector Bond MXLMX Maxim Loomis Bond
US EQUITY
LARGE GROWTH EPGAX Fidelity VIP Growth Init
Mid-Cap Growth MXMGX Maxim T. Rowe Price Mid-Cap Growth
LARGE VALUE MXEQX Maxim T. Rowe Price Equity Income
SMALL BLEND MXISX Maxim Index 600
SMALL BLEND MXLSX Maxim Loomis Sayles Small Cap Value
LARGE BLEND MXSIX Maxim Stock Index
Small Growth MXSGX Maxim Small Cap Growth
LARGE BLEND MXRPX Maxim Moderate-Plus Aggressive Profile
SMALL BLEND MXSCX Maxim Ariel Small Cap Value
MID-CAP BLEND MXMCX Maxim Ariel Mid Cap Value
LARGE BLEND MXPPX Maxim Aggressive Profile
Total Available Funds: 18
  • 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 Value MXIVX Maxim MFS International Value 26% 3 60 0 0.71% 4.6%
Foreign Large Value MXIAX Maxim INVESCO ADR 0% 3 60 0 1.13% 0%
Others
ROOT CASH Maxim Money Market 0% 3 60 0 NA 2.61%
Moderate Allocation MXOPX Maxim Moderate Profile 0% 3 60 0 0.25% 4.77%
Moderate Allocation MXTPX Maxim Moderate-Plus Conservative Profile 0% 3 60 0 0.25% 2.8%
Conservative Allocation MXVPX Maxim Conserv Profile 0% 3 60 0 0.25% 2.7%
FIXED INCOME
Multisector Bond MXLMX Maxim Loomis Bond 39% 3 60 0 0.9% 3.68%
US EQUITY
LARGE GROWTH EPGAX Fidelity VIP Growth Init 31% 3 60 0 0.72% 11.63%
Mid-Cap Growth MXMGX Maxim T. Rowe Price Mid-Cap Growth 25% 3 60 0 1.02% 3.73%
LARGE VALUE MXEQX Maxim T. Rowe Price Equity Income 22% 3 60 0 0.96% 3.99%
SMALL BLEND MXISX Maxim Index 600 21% 3 60 0 0.56% 3.67%
SMALL BLEND MXLSX Maxim Loomis Sayles Small Cap Value 20% 3 60 0 1.09% 1.13%
LARGE BLEND MXSIX Maxim Stock Index 0% 3 60 0 0.6% 8.27%
Small Growth MXSGX Maxim Small Cap Growth 0% 3 60 0 1.1% 67.43%
LARGE BLEND MXRPX Maxim Moderate-Plus Aggressive Profile 0% 3 60 0 1.19% 6.97%
SMALL BLEND MXSCX Maxim Ariel Small Cap Value 0% 3 60 0 1.35% 0.01%
MID-CAP BLEND MXMCX Maxim Ariel Mid Cap Value 0% 3 60 0 1.05% 1.87%
LARGE BLEND MXPPX Maxim Aggressive Profile 0% 3 60 0 1.32% 8.65%
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 0.7% 6.8% 2.5% 5.2% 5.6% 5.8%

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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 0.4% 7.1% 4.5% 8.2% 7.9% 7.6%

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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 18 funds. It covers 3 major asset classes and 11 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.


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