MyPlanIQ 401k Investor Ameritas Advisor VUL

Ameritas Advisor VUL

This Plan is unrated.
Investment Options
Total Available Funds: 52
Asset Class Ticker Description Rating
REAL ESTATE
US Real Estate VGSIX Vanguard Real Estate Index
Emerging Market
DIVERSIFIED EMERGING MKTS MGEMX Morgan Stanley Emerging Markets Equity I
DIVERSIFIED EMERGING MKTS NWFFX American Funds New World F-1
INTERNATIONAL EQUITY
Foreign Small/Mid Blend DFISX DFA VA International Small
Foreign Large Growth AIEVX Invesco International Growth I
Foreign Large Blend MRSIX MFS Research International IC
COMMODITIES
COMMODITIES BROAD BASKET PCRRX PIMCO Commodity RealReturn Strategy Adm
Others
Moderate Allocation VBINX Vanguard Balanced
Conservative Allocation VWINX Vanguard Conservative Allocation
Conservative Allocation DGTSX DFA VA Global Moderate Allocation
Total Available Funds: 52
Asset Class Ticker Description Rating
REAL ESTATE
US Real Estate VGSIX Vanguard Real Estate Index
Emerging Market
DIVERSIFIED EMERGING MKTS MGEMX Morgan Stanley Emerging Markets Equity I
DIVERSIFIED EMERGING MKTS NWFFX American Funds New World F-1
INTERNATIONAL EQUITY
Foreign Small/Mid Blend DFISX DFA VA International Small
Foreign Large Growth AIEVX Invesco International Growth I
Foreign Large Blend MRSIX MFS Research International IC
Foreign Large Blend FOSFX Fidelity Overseas IC
Foreign Large Value DFIVX DFA VA International Value
Foreign Large Blend CWVIX Calvert VP EAFE Inernational Index I
Foreign Large Blend SUIAX DWS International Growth VIP A
INTERNATIONAL EQUITY VGTSX Vanguard International
Foreign Large Blend HVTBX American Funds International HLS IB
COMMODITIES
COMMODITIES BROAD BASKET PCRRX PIMCO Commodity RealReturn Strategy Adm
Others
Moderate Allocation VBINX Vanguard Balanced
Conservative Allocation VWINX Vanguard Conservative Allocation
Conservative Allocation DGTSX DFA VA Global Moderate Allocation
Utilities MMUIX MFS Utilities IC
ROOT CASH Fidelity Government Money Market IC
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index
High Yield Bond VWEHX Vanguard High Yield Bond
Inflation-Protected Bond APISX American Century Inflation Prot Bd Instl
High Yield Bond SPHIX Fidelity High Income IC
WORLD BOND DFGBX DFA VA Global Bond
Short-Term Bond VFSIX Vanguard Short-Term Investment Grade
Intermediate-Term Bond FBNDX Fidelity VIP Investment Grade Bond IC
Multisector FSICX Fidelity Strategic Income IC
WORLD BOND TPINX Franklin Advisors Global Bond VIP
Intermediate-Term Bond PTRAX PIMCO Total Return Adm
SHORT GOVERNMENT DFFGX DFA VA Short-Term Fixed
US EQUITY
LARGE GROWTH TRBCX T.Rowe Price Blue Chip Growth
LARGE VALUE VEIPX Vanguard Equity Income
LARGE VALUE FEQIX Fidelity Equity-Income IC
MID-CAP BLEND VIMSX Vanguard Mid-Cap Index
LARGE BLEND VFINX Calvert VP S&P 500 Index
MID-CAP BLEND VEXMX Vanguard Equity Index
LARGE GROWTH FCNTX Fidelity ContraFund IC
LARGE BLEND VTSMX Vanguard Total Stock Market Index
Small Growth VSGIX Vanguard Small Company Growth
SMALL BLEND CSVIX Calvert VP Russell 2000 Small Cap Index I
LARGE GROWTH VIGAX Vanguard Growth
SMALL VALUE DFFVX DFA VA U.S. Targeted Value
LARGE VALUE DFLVX DFA VA U.S. Large Value
Mid-Cap Growth FMCSX Fidelity Mid Cap IC
LARGE GROWTH VDEQX Vanguard Diversified
LARGE GROWTH CISIX Calvert VP SRI Balanced I
Mid-Cap Growth OTCIX MFS Mid-Cap Growth Series IC
LARGE GROWTH GFAFX American Funds Growth Fund of Amer F-1
LARGE GROWTH SDGAX DWS Capital Growth VIP A
LARGE BLEND HVNBX American Funds Growth-Income HLS IB
LARGE BLEND HVCBX American Funds Blue Chip Inc & Gr HLS IB
MID-CAP VALUE MIDVX DWS Small Mid Cap Value VIP A
MID-CAP VALUE AVIPX American Century VIP Mid Cap Value I
Total Available Funds: 52
  • 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
US Real Estate VGSIX Vanguard Real Estate Index 81% 1 60 0 0.12% 3.99%
Emerging Market
DIVERSIFIED EMERGING MKTS MGEMX Morgan Stanley Emerging Markets Equity I 89% 1 60 0 0.95% 2.49%
DIVERSIFIED EMERGING MKTS NWFFX American Funds New World F-1 54% 1 60 0 1.03% 2.52%
INTERNATIONAL EQUITY
Foreign Small/Mid Blend DFISX DFA VA International Small 100% 1 60 0 0.39% 3.09%
Foreign Large Growth AIEVX Invesco International Growth I 93% 1 60 0 1.27% 1.91%
Foreign Large Blend MRSIX MFS Research International IC 89% 1 60 0 0.75% 1.69%
Foreign Large Blend FOSFX Fidelity Overseas IC 88% 1 60 0 0.95% 1.06%
Foreign Large Value DFIVX DFA VA International Value 80% 1 60 0 0.52% 4.51%
Foreign Large Blend CWVIX Calvert VP EAFE Inernational Index I 76% 1 60 0 1.89% 0.95%
Foreign Large Blend SUIAX DWS International Growth VIP A 44% 1 60 0 1.92% 3.38%
INTERNATIONAL EQUITY VGTSX Vanguard International 16% 1 60 0 0.08% 3.38%
Foreign Large Blend HVTBX American Funds International HLS IB 0% 1 60 0 1.07% 0%
COMMODITIES
COMMODITIES BROAD BASKET PCRRX PIMCO Commodity RealReturn Strategy Adm 76% 1 60 0 1.14% 6.7%
Others
Moderate Allocation VBINX Vanguard Balanced 93% 1 60 0 0.07% 4.62%
Conservative Allocation VWINX Vanguard Conservative Allocation 90% 1 60 0 0.16% 4.86%
Conservative Allocation DGTSX DFA VA Global Moderate Allocation 89% 1 60 0 0.24% 4.81%
Utilities MMUIX MFS Utilities IC 66% 1 60 0 1% 5.64%
ROOT CASH Fidelity Government Money Market IC 0% 1 60 0 NA 2.67%
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index 100% 1 60 0 0.15% 3.28%
High Yield Bond VWEHX Vanguard High Yield Bond 95% 1 60 0 0.13% 6.13%
Inflation-Protected Bond APISX American Century Inflation Prot Bd Instl 94% 1 60 0 0.88% 2.95%
High Yield Bond SPHIX Fidelity High Income IC 92% 1 60 0 1.16% 5.84%
WORLD BOND DFGBX DFA VA Global Bond 89% 1 60 0 0.2% 3.58%
Short-Term Bond VFSIX Vanguard Short-Term Investment Grade 84% 1 60 0 0.2% 3.76%
Intermediate-Term Bond FBNDX Fidelity VIP Investment Grade Bond IC 76% 1 60 0 0.76% 3.82%
Multisector FSICX Fidelity Strategic Income IC 74% 1 60 0 0.7% 3.83%
WORLD BOND TPINX Franklin Advisors Global Bond VIP 73% 1 60 0 0.96% 4.29%
Intermediate-Term Bond PTRAX PIMCO Total Return Adm 66% 1 60 0 0.8% 3.93%
SHORT GOVERNMENT DFFGX DFA VA Short-Term Fixed 65% 1 60 0 0.17% 4.14%
US EQUITY
LARGE GROWTH TRBCX T.Rowe Price Blue Chip Growth 100% 1 60 0 1.23% 3.8%
LARGE VALUE VEIPX Vanguard Equity Income 99% 1 60 0 0.27% 2.94%
LARGE VALUE FEQIX Fidelity Equity-Income IC 98% 1 60 0 0.57% 4.79%
MID-CAP BLEND VIMSX Vanguard Mid-Cap Index 98% 1 60 0 0.04% 1.6%
LARGE BLEND VFINX Calvert VP S&P 500 Index 98% 1 60 0 0.14% 1.48%
MID-CAP BLEND VEXMX Vanguard Equity Index 97% 1 60 0 0.06% 1.3%
LARGE GROWTH FCNTX Fidelity ContraFund IC 96% 1 60 0 0.55% 3.5%
LARGE BLEND VTSMX Vanguard Total Stock Market Index 94% 1 60 0 0.03% 1.51%
Small Growth VSGIX Vanguard Small Company Growth 87% 1 60 0 0.07% 0.77%
SMALL BLEND CSVIX Calvert VP Russell 2000 Small Cap Index I 87% 1 60 0 0.94% 0.33%
LARGE GROWTH VIGAX Vanguard Growth 84% 1 60 0 0.04% 0.65%
SMALL VALUE DFFVX DFA VA U.S. Targeted Value 79% 1 60 0 0.29% 2.56%
LARGE VALUE DFLVX DFA VA U.S. Large Value 77% 1 60 0 0.21% 3.88%
Mid-Cap Growth FMCSX Fidelity Mid Cap IC 77% 1 60 0 0.75% 2.48%
LARGE GROWTH VDEQX Vanguard Diversified 73% 1 60 0 0.35% 4.91%
LARGE GROWTH CISIX Calvert VP SRI Balanced I 71% 1 60 0 1.24% 1.11%
Mid-Cap Growth OTCIX MFS Mid-Cap Growth Series IC 69% 1 60 0 0.78% 0%
LARGE GROWTH GFAFX American Funds Growth Fund of Amer F-1 40% 1 60 0 0.3% 7.82%
LARGE GROWTH SDGAX DWS Capital Growth VIP A 36% 1 60 0 0.68% 7.67%
LARGE BLEND HVNBX American Funds Growth-Income HLS IB 0% 1 60 0 0.81% 0%
LARGE BLEND HVCBX American Funds Blue Chip Inc & Gr HLS IB 0% 1 60 0 0.99% 0%
MID-CAP VALUE MIDVX DWS Small Mid Cap Value VIP A 0% 1 60 0 0.99% 11.15%
MID-CAP VALUE AVIPX American Century VIP Mid Cap Value I 0% 1 60 0 NA 5.13%
Average Expense Ratio: 0.62%
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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 5.8% 10.3% 8.9% 9.9% 7.6% 8.4%

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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 4.9% 11.2% -1.3% 4.6% 4.5% 6.8%

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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 56 funds. It covers 6 major asset classes and 28 minor asset classes. The major asset classes it covers are Foreign Equity, Fixed Income, US Equity, Emerging Market Equity, Commodity and REITs.

This plan is created upon a user's request. See http://service.ameritas.com/performance.asp?product=lll405115b for more details. 



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