MyPlanIQ 401k Investor American Legacy Shareholders Advantage Variable Annuity

American Legacy Shareholders Advantage Variable Annuity

This Plan is unrated.
Investment Options
Total Available Funds: 16
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS NEWFX American Funds New World Fund (Class 2)
INTERNATIONAL EQUITY
WORLD STOCK ANWPX American Funds Global Discovery Fund (Class 2)
WORLD STOCK SMCWX American Funds Global Small Capitalization 1,2
WORLD STOCK CWGIX American Funds Global Growth & Income (Class 2)1
Others
ROOT CASH American Funds Cash Management Fund (Class 2)
Moderate Allocation HVABX American Funds Asset Allocation Fund (Class 2),
FIXED INCOME
Intermediate-Term Bond ABNDX American Funds Bond Fund (Class 2)
Intermediate Government AMUSX American Funds U.S. Government/AAA Rated Securities Fund (Class 2)
High Yield Bond AHITX American Funds High-Income Fund (Class 2)1,6
Total Available Funds: 16
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS NEWFX American Funds New World Fund (Class 2)
INTERNATIONAL EQUITY
WORLD STOCK ANWPX American Funds Global Discovery Fund (Class 2)
WORLD STOCK SMCWX American Funds Global Small Capitalization 1,2
WORLD STOCK CWGIX American Funds Global Growth & Income (Class 2)1
Foreign Large Value IGAAX American Funds International Growth & Income
Foreign Large Blend HVTBX American Funds International1
WORLD STOCK HVLBX American Funds Global Growth1
Others
ROOT CASH American Funds Cash Management Fund (Class 2)
Moderate Allocation HVABX American Funds Asset Allocation Fund (Class 2),
FIXED INCOME
Intermediate-Term Bond ABNDX American Funds Bond Fund (Class 2)
Intermediate Government AMUSX American Funds U.S. Government/AAA Rated Securities Fund (Class 2)
High Yield Bond AHITX American Funds High-Income Fund (Class 2)1,6
WORLD BOND CWBFX American Funds Global Bond Fund - Class 2
US EQUITY
LARGE GROWTH RGAFX American Funds Growth
LARGE BLEND IAFGX American Funds Growth-Income
LARGE BLEND HVCBX American Funds Blue Chip Income and Growth Fund (Class 2)
Total Available Funds: 16
  • 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 NEWFX American Funds New World Fund (Class 2) 90% 3 60 0 1.02% 1.83%
INTERNATIONAL EQUITY
WORLD STOCK ANWPX American Funds Global Discovery Fund (Class 2) 92% 3 60 0 0.77% 5.22%
WORLD STOCK SMCWX American Funds Global Small Capitalization 1,2 84% 3 60 0 1.09% 4.35%
WORLD STOCK CWGIX American Funds Global Growth & Income (Class 2)1 63% 3 60 0 0.79% 6.48%
Foreign Large Value IGAAX American Funds International Growth & Income 48% 3 60 0 0.89% 1.79%
Foreign Large Blend HVTBX American Funds International1 0% 3 60 0 1.07% 0%
WORLD STOCK HVLBX American Funds Global Growth1 0% 3 60 0 1.12% 0%
Others
ROOT CASH American Funds Cash Management Fund (Class 2) 0% 1 60 0 NA 1.27%
Moderate Allocation HVABX American Funds Asset Allocation Fund (Class 2), 0% 3 60 0 0.86% 0%
FIXED INCOME
Intermediate-Term Bond ABNDX American Funds Bond Fund (Class 2) 93% 3 60 0 0.61% 1.74%
Intermediate Government AMUSX American Funds U.S. Government/AAA Rated Securities Fund (Class 2) 90% 3 60 0 0.61% 1.17%
High Yield Bond AHITX American Funds High-Income Fund (Class 2)1,6 75% 3 60 0 0.67% 5.07%
WORLD BOND CWBFX American Funds Global Bond Fund - Class 2 61% 3 60 0 0.87% 1.78%
US EQUITY
LARGE GROWTH RGAFX American Funds Growth 67% 3 60 0 0.38% 6.96%
LARGE BLEND IAFGX American Funds Growth-Income 0% 3 60 0 NA NA
LARGE BLEND HVCBX American Funds Blue Chip Income and Growth Fund (Class 2) 0% 3 60 0 0.99% 0%
Average Expense Ratio: 0.84%
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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 9.5% 16.2% 7.5% 9.1% 6.6% 6.2%

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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 2.8% 9.8% 6.8% 8.2% 7.2% 7.6%

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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 16 funds. It covers 4 major asset classes and 11 minor asset classes. The major asset classes it covers are US Equity, Fixed Income, Foreign Equity and Emerging Market Equity.

This is one of the oldest variable annuities.

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