MyPlanIQ 401k Investor Western Reserve Life Insurance VUL No Profunds

Western Reserve Life Insurance VUL No Profunds

This Plan is unrated.
Investment Options
Total Available Funds: 31
Asset Class Ticker Description Rating
REAL ESTATE
Global Real Estate IRGIX TA Clarion Global Real Estate Securities
INTERNATIONAL EQUITY
Foreign Large Blend TSWIX TA International Moderate Growth
Foreign Large Growth MIEIX TA MFS International Equity
Others
Moderate Allocation JBALX TA Janus Balanced
World Allocation MALOX TA BlackRock Global Allocation
Aggressive Allocation FFAAX Franklin Templeton VIP Founding Funds Allocation Fund
US EQUITY
LARGE GROWTH VWUSX TA BNP Paribas Large Cap Growth VP
LARGE GROWTH MSEQX TA Morgan Stanley Capital Growth
SMALL BLEND PRSVX TA T. Rowe Price Small Cap
Total Available Funds: 31
Asset Class Ticker Description Rating
REAL ESTATE
Global Real Estate IRGIX TA Clarion Global Real Estate Securities
INTERNATIONAL EQUITY
Foreign Large Blend TSWIX TA International Moderate Growth
Foreign Large Growth MIEIX TA MFS International Equity
Others
Moderate Allocation JBALX TA Janus Balanced
World Allocation MALOX TA BlackRock Global Allocation
Aggressive Allocation FFAAX Franklin Templeton VIP Founding Funds Allocation Fund
Moderate Allocation ABWIX AllianceBernstein Balanced Wealth Strategy Portfolio
Conservative Allocation ICLAX TA Asset Allocation - Conservative
Moderate Allocation IMOAX TA Asset Allocation - Moderate
Aggressive Allocation IMLAX TA Asset Allocation - Moderate Growth
Conservative Allocation IGTIX TA Hanlon Income
World Allocation ADADX TA AllianceBernstein Dynamic Allocation
ROOT CASH TA AEGON Money Market
US EQUITY
LARGE GROWTH VWUSX TA BNP Paribas Large Cap Growth VP
LARGE GROWTH MSEQX TA Morgan Stanley Capital Growth
SMALL BLEND PRSVX TA T. Rowe Price Small Cap
Mid-Cap Growth MPEGX TA Morgan Stanley Mid Cap Growth
LARGE GROWTH PJFZX TA Jennison Growth
LARGE BLEND IAAAX TA Asset Allocation - Growth
LARGE GROWTH TDEIX TA WMC Diversified Growth
SMALL VALUE TSLIX TA Systematic Small/Mid Cap Value
LARGE VALUE OIBHX TA Barrow Hanley Dividend Focused VP
LARGE BLEND FXSIX Fidelity - VIP Index 500 Portfolio - Service Class 2
LARGE GROWTH VPGSX Fidelity - VIP Growth Opportunities Portfolio - Service Class 2
LARGE VALUE IFVEX Fidelity - VIP Equity-Income Portfolio - Service Class 2
LARGE BLEND VPCSX Fidelity - VIP Contrafund® Portfolio - Service Class 2
FIXED INCOME
Intermediate-Term Bond PTTRX TA PIMCO Total Return
Intermediate-Term Bond JCBUX TA JPMorgan Core Bond
High Yield Bond FYAIX Access VP High Yield
Intermediate Government AMUSX TA AEGON U.S. Government Securities
High Yield Bond TDHIX TA AEGON High Yield Bond
Total Available Funds: 31
  • 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
Global Real Estate IRGIX TA Clarion Global Real Estate Securities 94% 1 60 0 1.47% 3.21%
INTERNATIONAL EQUITY
Foreign Large Blend TSWIX TA International Moderate Growth 91% 1 60 0 1.24% 0%
Foreign Large Growth MIEIX TA MFS International Equity 89% 1 60 0 0.72% 1.43%
Others
Moderate Allocation JBALX TA Janus Balanced 91% 1 60 0 0.7% 1.63%
World Allocation MALOX TA BlackRock Global Allocation 90% 1 60 0 0.84% 0%
Aggressive Allocation FFAAX Franklin Templeton VIP Founding Funds Allocation Fund 86% 1 60 0 1.23% 0.86%
Moderate Allocation ABWIX AllianceBernstein Balanced Wealth Strategy Portfolio 76% 1 60 0 1.42% 3.36%
Conservative Allocation ICLAX TA Asset Allocation - Conservative 57% 1 60 0 0.95% 1.36%
Moderate Allocation IMOAX TA Asset Allocation - Moderate 57% 1 60 0 0.98% 0%
Aggressive Allocation IMLAX TA Asset Allocation - Moderate Growth 50% 1 60 0 1.93% 0%
Conservative Allocation IGTIX TA Hanlon Income 0% 1 60 0 1.03% 2.76%
World Allocation ADADX TA AllianceBernstein Dynamic Allocation 0% 1 60 0 1.08% 0%
ROOT CASH TA AEGON Money Market 0% 1 60 0 NA 5.5%
US EQUITY
LARGE GROWTH VWUSX TA BNP Paribas Large Cap Growth VP 99% 1 60 0 0.3% 0.22%
LARGE GROWTH MSEQX TA Morgan Stanley Capital Growth 86% 1 60 0 0.89% 0.82%
SMALL BLEND PRSVX TA T. Rowe Price Small Cap 85% 1 60 0 1.17% 0.9%
Mid-Cap Growth MPEGX TA Morgan Stanley Mid Cap Growth 80% 1 60 0 0.74% 0%
LARGE GROWTH PJFZX TA Jennison Growth 74% 1 60 0 1.71% 0%
LARGE BLEND IAAAX TA Asset Allocation - Growth 53% 1 60 0 1.06% 0%
LARGE GROWTH TDEIX TA WMC Diversified Growth 7% 1 60 0 0.69% 0%
SMALL VALUE TSLIX TA Systematic Small/Mid Cap Value 3% 1 60 0 0.84% 0%
LARGE VALUE OIBHX TA Barrow Hanley Dividend Focused VP 0% 1 60 0 NA 1.86%
LARGE BLEND FXSIX Fidelity - VIP Index 500 Portfolio - Service Class 2 0% 1 60 0 0.04% 2.05%
LARGE GROWTH VPGSX Fidelity - VIP Growth Opportunities Portfolio - Service Class 2 0% 1 60 0 NA 0%
LARGE VALUE IFVEX Fidelity - VIP Equity-Income Portfolio - Service Class 2 0% 1 60 0 1.26% 0%
LARGE BLEND VPCSX Fidelity - VIP Contrafund® Portfolio - Service Class 2 0% 1 60 0 1.2% 22.25%
FIXED INCOME
Intermediate-Term Bond PTTRX TA PIMCO Total Return 96% 1 60 0 0.83% 2.77%
Intermediate-Term Bond JCBUX TA JPMorgan Core Bond 95% 1 60 0 0.34% 2.81%
High Yield Bond FYAIX Access VP High Yield 93% 1 60 0 1.68% 4.26%
Intermediate Government AMUSX TA AEGON U.S. Government Securities 43% 1 60 0 0.24% 2.42%
High Yield Bond TDHIX TA AEGON High Yield Bond 3% 1 60 0 0.6% 4.54%
Average Expense Ratio: 0.97%
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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 0.2% 4.7% 0.3% 4.9% 5.0% 5.9%

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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 for Portfolio Details or Follow 4.1% 7.1% 7.1% 7.3% 6.6% 7.5%

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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 4.3% -0.3% 5.9% 4.6% 8.1% 9.0%

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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 3.8% 12.7% 0.1% 3.3% 4.6% 6.2%

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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 43 funds. It covers 4 major asset classes and 18 minor asset classes. The major asset classes it covers are US Equity, Fixed Income, REITs and Foreign Equity.

Western Reserve Life Insurance provides several VUL programs. This program does not utilize those ProFunds sector funds and bear market funds.



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