MyPlanIQ 401k Investor PROTECTIVE LIFE CORPORATION 401(k) AND STOCK OWNERSHIP PLAN

PROTECTIVE LIFE CORPORATION 401(k) AND STOCK OWNERSHIP PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 16
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Value DODFX Dodge Cox International Stock
Others
Target Date 2011-2015 TRRGX T. Rowe Price Retirement rtmt 2015
Target Date 2031-2035 TRRJX T. Rowe Price Retirement rtmt 2035
Target Date 2021-2025 TRRHX T. Rowe Price Retirement rtmt 2025
FIXED INCOME
Intermediate-Term Bond NOBOX Northern Aggregate Bond Index Fund Collective Tr Fund
SHORT GOVERNMENT STABLEVALUE Stable Value Fund Collective Tr Fund
US EQUITY
LARGE GROWTH PRGFX T. Rowe Price Retirement Growth Stock
SMALL BLEND NBGEX Neuberger Berman Genesis Tr Mutual Fund
LARGE BLEND IWV Northern Russell 3000 Index Fund Collective Tr Fund
Total Available Funds: 16
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Value DODFX Dodge Cox International Stock
Others
Target Date 2011-2015 TRRGX T. Rowe Price Retirement rtmt 2015
Target Date 2031-2035 TRRJX T. Rowe Price Retirement rtmt 2035
Target Date 2021-2025 TRRHX T. Rowe Price Retirement rtmt 2025
Target Date 2041-2045 TRRKX T. Rowe Price Retirement rtmt 2045
FIXED INCOME
Intermediate-Term Bond NOBOX Northern Aggregate Bond Index Fund Collective Tr Fund
SHORT GOVERNMENT STABLEVALUE Stable Value Fund Collective Tr Fund
US EQUITY
LARGE GROWTH PRGFX T. Rowe Price Retirement Growth Stock
SMALL BLEND NBGEX Neuberger Berman Genesis Tr Mutual Fund
LARGE BLEND IWV Northern Russell 3000 Index Fund Collective Tr Fund
LARGE BLEND VTSMX Vanguard Total B& Mkt Index
LARGE VALUE DODGX Dodge Cox Stock
MID-CAP BLEND NOMIX Northern Midcap S P 400 Index Fund Collective Tr Fund
LARGE BLEND NOSIX Northern S P 500 Index Fund Collective Tr Fund
MID-CAP BLEND NTIAX Columbia Mid Cap Index
LARGE BLEND NEIAX Columbia Large Cap Index
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
INTERNATIONAL EQUITY
Foreign Large Value DODFX Dodge Cox International Stock 99% 3 60 0 0.52% 2.42%
Others
Target Date 2011-2015 TRRGX T. Rowe Price Retirement rtmt 2015 100% 3 60 0 0.76% 5.61%
Target Date 2031-2035 TRRJX T. Rowe Price Retirement rtmt 2035 97% 3 60 0 0.84% 4.95%
Target Date 2021-2025 TRRHX T. Rowe Price Retirement rtmt 2025 96% 3 60 0 1.05% 6.7%
Target Date 2041-2045 TRRKX T. Rowe Price Retirement rtmt 2045 96% 3 60 0 1.12% 4.73%
FIXED INCOME
Intermediate-Term Bond NOBOX Northern Aggregate Bond Index Fund Collective Tr Fund 69% 3 60 0 0.07% 3.07%
SHORT GOVERNMENT STABLEVALUE Stable Value Fund Collective Tr Fund 16% 3 60 0 NA 29.1%
US EQUITY
LARGE GROWTH PRGFX T. Rowe Price Retirement Growth Stock 100% 3 60 0 0% 3.9%
SMALL BLEND NBGEX Neuberger Berman Genesis Tr Mutual Fund 96% 3 60 0 0.84% 3.26%
LARGE BLEND IWV Northern Russell 3000 Index Fund Collective Tr Fund 96% 3 60 0 0.2% 1.47%
LARGE BLEND VTSMX Vanguard Total B& Mkt Index 94% 3 60 0 0.03% 1.6%
LARGE VALUE DODGX Dodge Cox Stock 93% 3 60 0 0.52% 6.05%
MID-CAP BLEND NOMIX Northern Midcap S P 400 Index Fund Collective Tr Fund 79% 3 60 0 0.1% 8.52%
LARGE BLEND NOSIX Northern S P 500 Index Fund Collective Tr Fund 74% 3 60 0 0.05% 5.55%
MID-CAP BLEND NTIAX Columbia Mid Cap Index 45% 3 60 0 0.2% 8.11%
LARGE BLEND NEIAX Columbia Large Cap Index 36% 3 60 0 0.2% 9.23%
Average Expense Ratio: 0.43%
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Model Portfolios

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:PLP)
The plan consists of 16 funds. It covers 2 major asset classes and 10 minor asset classes. The major asset classes it covers are US Equity and Foreign Equity.
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