MyPlanIQ 401k Investor ING PEN IRA Annuity

ING PEN IRA Annuity

This Plan is unrated.
Investment Options
Total Available Funds: 37
Asset Class Ticker Description Rating
REAL ESTATE
Global Real Estate IRGIX ING Clarion Global Real Estate Port I
INTERNATIONAL EQUITY
WORLD STOCK IGMIX ING Oppenheimer Global Port I
Foreign Large Value IFTIX ING Templeton Foreign Equity Port I
Foreign Large Blend IIIIX ING International Index Port I
Others
Aggressive Allocation ISAGX ING Strat Allocation Growth Port I
Moderate Allocation IBPIX ING Balanced Port I
Moderate Allocation CSIFX Calvert Balanced A
FIXED INCOME
WORLD BOND IGBIX ING Global Bond I
Intermediate-Term Bond IICIX ING Intermediate Bond I
High Yield Bond IPHIX ING Pioneer High Yield Port I
Total Available Funds: 37
Asset Class Ticker Description Rating
REAL ESTATE
Global Real Estate IRGIX ING Clarion Global Real Estate Port I
INTERNATIONAL EQUITY
WORLD STOCK IGMIX ING Oppenheimer Global Port I
Foreign Large Value IFTIX ING Templeton Foreign Equity Port I
Foreign Large Blend IIIIX ING International Index Port I
Foreign Large Value IIVIX ING International Value Port I
Others
Aggressive Allocation ISAGX ING Strat Allocation Growth Port I
Moderate Allocation IBPIX ING Balanced Port I
Moderate Allocation CSIFX Calvert Balanced A
Moderate Allocation IIMDX ING Strat Allocation Moderate Port I
Moderate Allocation IMSRX ING MFS Total Return Port S
Moderate Allocation ALEGX ING Capital Allocation I
FIXED INCOME
WORLD BOND IGBIX ING Global Bond I
Intermediate-Term Bond IICIX ING Intermediate Bond I
High Yield Bond IPHIX ING Pioneer High Yield Port I
US EQUITY
LARGE VALUE FEQIX Fidelity Equity-Income
LARGE GROWTH FCNTX Fidelity Contrafund
LARGE GROWTH IEOHX ING Large Cap Growth Port I
Mid-Cap Growth IIMOX ING MidCap Opportunities Port I
LARGE GROWTH ITGIX ING T. Rowe Price Growth Equity Port I
LARGE VALUE IRPSX ING T. Rowe Price Equity Income Port S
Mid-Cap Growth IAXIX ING T. Rowe Pce Divers Mid Cap Gr Port I
LARGE VALUE IVKSX ING Invesco VanKampen Comstock Port S
LARGE BLEND ISFIX ING Davis New York Venture Port I
LARGE VALUE IPEIX ING Large Cap Value Port I
LARGE VALUE IVGAX ING Invesco VanKampen Gr & Inc Port Adv
Mid-Cap Growth OEGAX Oppenheimer Small & Mid Cap Growth A
Small Growth WUSAX Wanger USA
LARGE GROWTH IRLNX ING Russell Large Cap Gr Idx Port I
LARGE VALUE IRVIX ING Russell Large Cap Value Idx Port I
LARGE BLEND IAVGX ING Growth and Income Port Adv
Mid-Cap Growth WATWX Wanger Select
MID-CAP VALUE IPVIX ING InvTr Pioneer Mid Cap Value Port I
LARGE BLEND IPPIX ING Pioneer Port I
LARGE BLEND IMRIX ING UBS US Large Cap Equity Port I
LARGE BLEND IMOIX ING Thornburg Value Port I
SMALL BLEND AESGX ING Small Company I
LARGE BLEND AELIX ING Index Plus LargeCap I
Total Available Funds: 37
  • 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 ING Clarion Global Real Estate Port I 93% 1 60 0 1.47% 3.02%
INTERNATIONAL EQUITY
WORLD STOCK IGMIX ING Oppenheimer Global Port I 85% 1 60 0 1.2% 10.78%
Foreign Large Value IFTIX ING Templeton Foreign Equity Port I 84% 1 60 0 0.97% 4.22%
Foreign Large Blend IIIIX ING International Index Port I 68% 1 60 0 0.94% 4.57%
Foreign Large Value IIVIX ING International Value Port I 0% 1 60 0 1% 1.58%
Others
Aggressive Allocation ISAGX ING Strat Allocation Growth Port I 80% 1 60 0 0.77% 9.26%
Moderate Allocation IBPIX ING Balanced Port I 71% 1 60 0 0.74% 1.99%
Moderate Allocation CSIFX Calvert Balanced A 32% 1 60 0 1.67% 3.21%
Moderate Allocation IIMDX ING Strat Allocation Moderate Port I 22% 1 60 0 0.75% 8.82%
Moderate Allocation IMSRX ING MFS Total Return Port S 0% 1 60 0 0.95% 1.95%
Moderate Allocation ALEGX ING Capital Allocation I 0% 1 60 0 0.9% 3.01%
FIXED INCOME
WORLD BOND IGBIX ING Global Bond I 75% 1 60 0 1.15% 4.74%
Intermediate-Term Bond IICIX ING Intermediate Bond I 75% 1 60 0 0.3% 4.76%
High Yield Bond IPHIX ING Pioneer High Yield Port I 0% 1 60 0 0.71% 5.07%
US EQUITY
LARGE VALUE FEQIX Fidelity Equity-Income 98% 1 60 0 0.57% 4.3%
LARGE GROWTH FCNTX Fidelity Contrafund 96% 1 60 0 0.55% 2.71%
LARGE GROWTH IEOHX ING Large Cap Growth Port I 94% 1 60 0 1.27% 0%
Mid-Cap Growth IIMOX ING MidCap Opportunities Port I 86% 1 60 0 1.06% 0%
LARGE GROWTH ITGIX ING T. Rowe Price Growth Equity Port I 84% 1 60 0 1.11% 1.31%
LARGE VALUE IRPSX ING T. Rowe Price Equity Income Port S 80% 1 60 0 0.86% 7.3%
Mid-Cap Growth IAXIX ING T. Rowe Pce Divers Mid Cap Gr Port I 77% 1 60 0 0.75% 0.12%
LARGE VALUE IVKSX ING Invesco VanKampen Comstock Port S 76% 1 60 0 0.95% 14.63%
LARGE BLEND ISFIX ING Davis New York Venture Port I 68% 1 60 0 0.95% 39.82%
LARGE VALUE IPEIX ING Large Cap Value Port I 66% 1 60 0 1.04% 2.31%
LARGE VALUE IVGAX ING Invesco VanKampen Gr & Inc Port Adv 54% 1 60 0 0.61% 8.57%
Mid-Cap Growth OEGAX Oppenheimer Small & Mid Cap Growth A 42% 1 60 0 0.79% 0%
Small Growth WUSAX Wanger USA 25% 1 60 0 0.94% 0%
LARGE GROWTH IRLNX ING Russell Large Cap Gr Idx Port I 22% 1 60 0 0.43% 4.65%
LARGE VALUE IRVIX ING Russell Large Cap Value Idx Port I 21% 1 60 0 0.35% 2.04%
LARGE BLEND IAVGX ING Growth and Income Port Adv 19% 1 60 0 1.07% 11.26%
Mid-Cap Growth WATWX Wanger Select 0% 1 60 0 0.92% 0%
MID-CAP VALUE IPVIX ING InvTr Pioneer Mid Cap Value Port I 0% 1 60 0 0.65% 0.18%
LARGE BLEND IPPIX ING Pioneer Port I 0% 1 60 0 0.73% 125.24%
LARGE BLEND IMRIX ING UBS US Large Cap Equity Port I 0% 1 60 0 0.75% 0%
LARGE BLEND IMOIX ING Thornburg Value Port I 0% 1 60 0 0.82% 0%
SMALL BLEND AESGX ING Small Company I 0% 1 60 0 1.05% 12.68%
LARGE BLEND AELIX ING Index Plus LargeCap I 0% 1 60 0 NA 0%
Average Expense Ratio: 0.88%
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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 2.4% 10.5% 2.7% 6.8% 6.0% 8.0%

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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 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(Ticker:)
The plan consists of 38 funds. It covers 4 major asset classes and 16 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, Fixed Income and REITs.


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