MyPlanIQ 401k Investor Metlife USA VA

Metlife USA VA

Investment Menu Rating:

Investment Options
Total Available Funds: 43
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS MEMAX MFS Emerging Markets Equity Portfolio
REAL ESTATE
Global Real Estate IRGIX Clarion Global Real Estate Portfolio (Class B)
INTERNATIONAL EQUITY
Foreign Large Blend EFA Morgan Stanley EAFE Index Portfolio
Foreign Small/Mid Value DFISX Met/Dimensional International Small Company Port
Foreign Large Value OAKIX Harris Oakmark International Portfolio
Others
World Allocation LGMAX Loomis Sayles Global Markets Portfolio
Moderate Allocation FFALX Met/Franklin Templeton Founding Strategy Portfolio
Technology RAGTX RCM Technology Portfolio
US EQUITY
SMALL BLEND IWM Russell 2000 Index Portfolio
LARGE BLEND VTSMX MetLife Stock Index Portfolio
MID-CAP VALUE GCMAX Goldman Sachs Mid Cap Value Portfolio
Total Available Funds: 43
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS MEMAX MFS Emerging Markets Equity Portfolio
REAL ESTATE
Global Real Estate IRGIX Clarion Global Real Estate Portfolio (Class B)
INTERNATIONAL EQUITY
Foreign Large Blend EFA Morgan Stanley EAFE Index Portfolio
Foreign Small/Mid Value DFISX Met/Dimensional International Small Company Port
Foreign Large Value OAKIX Harris Oakmark International Portfolio
Foreign Large Blend MRIBX MFS Research International Portfolio (Class B)
Foreign Large Blend HVTBX American Funds International Portfolio
Others
World Allocation LGMAX Loomis Sayles Global Markets Portfolio
Moderate Allocation FFALX Met/Franklin Templeton Founding Strategy Portfolio
Technology RAGTX RCM Technology Portfolio
Conservative Allocation SLIRX SSgA Growth and Income ETF Portfolio
ROOT CASH BlackRock Money Market Portfolio
US EQUITY
SMALL BLEND IWM Russell 2000 Index Portfolio
LARGE BLEND VTSMX MetLife Stock Index Portfolio
MID-CAP VALUE GCMAX Goldman Sachs Mid Cap Value Portfolio
MID-CAP VALUE ARTQX Met/Artisan Mid Cap Value Portfolio
Mid-Cap Growth RPMGX T. Rowe Price Mid Cap Growth Portfolio (Class B)
SMALL BLEND TASCX Third Avenue Small Cap Value Portfolio
MID-CAP BLEND VIMAX MetLife Mid Cap Stock Index Portfolio
LARGE GROWTH SAGYX Legg Mason ClearBridge Aggressive Growth Portfolio
LARGE GROWTH JDCAX Janus Forty Portfolio
Small Growth GTSAX Invesco Small Cap Growth Portfolio
LARGE VALUE ACSTX Van Kampen Comstock Portfolio
LARGE GROWTH PJFAX Jennison Growth Portfolio
LARGE VALUE TESIX Met/Franklin Mutual Shares Portfolio
LARGE GROWTH AGTHX American Funds Growth Portfolio
LARGE BLEND PIODX Pioneer Fund Portfolio
LARGE BLEND LMVFX Legg Mason Value Equity Portfolio
Mid-Cap Growth TMGFX Turner Mid Cap Growth Portfolio
LARGE BLEND SSLGX SSgA Growth ETF Portfolio
LARGE GROWTH RIMEX Rainier Large Cap Equity Portfolio
MID-CAP VALUE LMCBX Lord Abbett Mid Cap Value Portfolio (Class B)
LARGE BLEND LWSBX Lord Abbett Growth and Income (Class B)
MID-CAP VALUE LZMIX Lazard Mid Cap Portfolio (Class B)
LARGE BLEND SVVSX Davis Venture Value Portfolio
FIXED INCOME
High Yield Bond BRHYX BlackRock High Yield Portfolio
Bank Loan EVBLX Met/Eaton Vance Floating Rate Portfolio
Multisector Bond PSRAX Pioneer Strategic Income Portfolio
Inflation-Protected Bond PRTNX PIMCO Inflation Protected Bond Portfolio
Intermediate-Term Bond ABNDX American Funds Bond Portfolio
Intermediate-Term Bond PTTBX PIMCO Total Return (Class B)
Multisector Bond LBNBX Lord Abbett Bond Debenture Portfolio (Class B)
Intermediate-Term Bond LAG Barclays Capital Aggregate Bond Index Portfolio
Total Available Funds: 43
  • 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 MEMAX MFS Emerging Markets Equity Portfolio 47% 3 60 0 1.31% 2.42%
REAL ESTATE
Global Real Estate IRGIX Clarion Global Real Estate Portfolio (Class B) 94% 3 60 0 1.47% 3.23%
INTERNATIONAL EQUITY
Foreign Large Blend EFA Morgan Stanley EAFE Index Portfolio 100% 3 60 0 0.33% 3.24%
Foreign Small/Mid Value DFISX Met/Dimensional International Small Company Port 100% 3 60 0 0.39% 2.38%
Foreign Large Value OAKIX Harris Oakmark International Portfolio 100% 3 60 0 0.75% 2.35%
Foreign Large Blend MRIBX MFS Research International Portfolio (Class B) 45% 3 60 0 0.75% 0.62%
Foreign Large Blend HVTBX American Funds International Portfolio 0% 3 60 0 1.07% 0%
Others
World Allocation LGMAX Loomis Sayles Global Markets Portfolio 71% 3 60 0 1.14% 1.12%
Moderate Allocation FFALX Met/Franklin Templeton Founding Strategy Portfolio 45% 3 60 0 1.23% 2.47%
Technology RAGTX RCM Technology Portfolio 40% 3 60 0 1.17% 0%
Conservative Allocation SLIRX SSgA Growth and Income ETF Portfolio 0% 3 60 0 NA 1.9%
ROOT CASH BlackRock Money Market Portfolio 0% 3 60 0 NA 2.61%
US EQUITY
SMALL BLEND IWM Russell 2000 Index Portfolio 99% 3 60 0 0.19% 1.23%
LARGE BLEND VTSMX MetLife Stock Index Portfolio 94% 3 60 0 0.03% 0.95%
MID-CAP VALUE GCMAX Goldman Sachs Mid Cap Value Portfolio 93% 3 60 0 1.18% 7.36%
MID-CAP VALUE ARTQX Met/Artisan Mid Cap Value Portfolio 91% 3 60 0 1.05% 4.23%
Mid-Cap Growth RPMGX T. Rowe Price Mid Cap Growth Portfolio (Class B) 87% 3 60 0 1.29% 9.86%
SMALL BLEND TASCX Third Avenue Small Cap Value Portfolio 85% 3 60 0 1.4% 0.58%
MID-CAP BLEND VIMAX MetLife Mid Cap Stock Index Portfolio 73% 3 60 0 0.04% 1.32%
LARGE GROWTH SAGYX Legg Mason ClearBridge Aggressive Growth Portfolio 70% 3 60 0 1.24% 13.89%
LARGE GROWTH JDCAX Janus Forty Portfolio 62% 3 60 0 1.64% 10.26%
Small Growth GTSAX Invesco Small Cap Growth Portfolio 53% 3 60 0 0.91% 0%
LARGE VALUE ACSTX Van Kampen Comstock Portfolio 48% 3 60 0 1.55% 1.33%
LARGE GROWTH PJFAX Jennison Growth Portfolio 45% 3 60 0 0.58% 11.84%
LARGE VALUE TESIX Met/Franklin Mutual Shares Portfolio 43% 3 60 0 1.25% 8.88%
LARGE GROWTH AGTHX American Funds Growth Portfolio 41% 3 60 0 0.3% 8.93%
LARGE BLEND PIODX Pioneer Fund Portfolio 29% 3 60 0 1.5% 0.47%
LARGE BLEND LMVFX Legg Mason Value Equity Portfolio 24% 3 60 0 0.7% 0.41%
Mid-Cap Growth TMGFX Turner Mid Cap Growth Portfolio 0% 3 60 0 1.18% 0%
LARGE BLEND SSLGX SSgA Growth ETF Portfolio 0% 3 60 0 NA 2.08%
LARGE GROWTH RIMEX Rainier Large Cap Equity Portfolio 0% 3 60 0 1.17% 44.72%
MID-CAP VALUE LMCBX Lord Abbett Mid Cap Value Portfolio (Class B) 0% 3 60 0 1.79% 1.94%
LARGE BLEND LWSBX Lord Abbett Growth and Income (Class B) 0% 3 60 0 2.02% 6.08%
MID-CAP VALUE LZMIX Lazard Mid Cap Portfolio (Class B) 0% 3 60 0 0.93% 0%
LARGE BLEND SVVSX Davis Venture Value Portfolio 0% 3 60 0 NA 5.04%
FIXED INCOME
High Yield Bond BRHYX BlackRock High Yield Portfolio 71% 3 60 0 0.51% 6.32%
Bank Loan EVBLX Met/Eaton Vance Floating Rate Portfolio 67% 3 60 0 0.77% 6.92%
Multisector Bond PSRAX Pioneer Strategic Income Portfolio 66% 3 60 0 0.59% 5.08%
Inflation-Protected Bond PRTNX PIMCO Inflation Protected Bond Portfolio 58% 3 60 0 1.37% 2.44%
Intermediate-Term Bond ABNDX American Funds Bond Portfolio 39% 3 60 0 0.33% 3.91%
Intermediate-Term Bond PTTBX PIMCO Total Return (Class B) 0% 3 60 0 1.6% 3.7%
Multisector Bond LBNBX Lord Abbett Bond Debenture Portfolio (Class B) 0% 3 60 0 1.62% 3.98%
Intermediate-Term Bond LAG Barclays Capital Aggregate Bond Index Portfolio 0% 3 60 0 0.13% 0%
Average Expense Ratio: 0.99%
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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 5.5% 6.3% 5.1% 5.3% -0.8% 2.0%

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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 0.6% 0.7% -2.0% 3.4% -4.1% -0.7%

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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 53 funds. It covers 5 major asset classes and 23 minor asset classes. The major asset classes it covers are Fixed Income, US Equity, Foreign Equity, REITs and Emerging Market Equity.

This VA plan is created based on a user's request.



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