MyPlanIQ 401k Investor Protective Variable Annuity Separate Account B Series

Protective Variable Annuity Separate Account B Series

This Plan is unrated.
Investment Options
Total Available Funds: 58
Asset Class Ticker Description Rating
REAL ESTATE
Global Real Estate IGREX Invesco Global Real Estate
Emerging Market
DIVERSIFIED EMERGING MKTS MEMIX MFS Emerging Markets Equity
DIVERSIFIED EMERGING MKTS TDADX Templelton Developing Markets
INTERNATIONAL EQUITY
Foreign Large Growth AIEVX Invesco International Growth
WORLD STOCK OGLYX Oppenheimer Global Sec
WORLD STOCK TGADX Templeton Growth
Others
World Allocation PAALX PIMCO All Asset Advisor
Moderate Allocation MSFJX MFS Total Return
Moderate Allocation ACETX Invesco Van Kampen Equity and Income
Total Available Funds: 58
Asset Class Ticker Description Rating
REAL ESTATE
Global Real Estate IGREX Invesco Global Real Estate
Emerging Market
DIVERSIFIED EMERGING MKTS MEMIX MFS Emerging Markets Equity
DIVERSIFIED EMERGING MKTS TDADX Templelton Developing Markets
INTERNATIONAL EQUITY
Foreign Large Growth AIEVX Invesco International Growth
WORLD STOCK OGLYX Oppenheimer Global Sec
WORLD STOCK TGADX Templeton Growth
Foreign Large Value TFFAX Templeton Foreign Sec
Foreign Large Blend GSTKX Goldman Sachs Strategic Intl Equity
Foreign Large Value MINWX MFS International Value
Others
World Allocation PAALX PIMCO All Asset Advisor
Moderate Allocation MSFJX MFS Total Return
Moderate Allocation ACETX Invesco Van Kampen Equity and Income
Utilities MMUIX MFS Utilities
ROOT CASH Oppenheimer Money Fund
Target Date 2016-2020 AFTSX Invesco Blanaced Risk Allocation
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return
Intermediate Government AGOIX Invesco Government Sec
High Yield Bond FVHIX Franklin Income Sec
Short-Term Bond PTLDX PIMCO Low Duration
ULTRASHORT BOND PTSHX PIMCO Short-Term
Multisector Bond OSIYX Oppenheimer Global Strategic Income
Intermediate Government FUSAX Franklin US Government
Inflation-Protected Bond PRRIX PIMCO Real Return
Intermediate-Term Bond MRBIX MFS Resrearch Bond
Intermediate-Term Bond MRBIX MFS Research
Multisector Bond LBDFX Lord Abbett Bond
Intermediate-Term Bond FBNDX Fidelity Investment Grade Bond
WORLD BOND TGBAX Templeton Global Bond
LONG GOVERNMENT PLTPX PIMCO Long Term US Government
US EQUITY
LARGE GROWTH FCNTX Fidelity Contrafund
SMALL BLEND RMCFX Royce Micro Cap
MID-CAP VALUE LAVLX Lord Abbett Mid Cap Stock
Small Growth SBPYX Legg Mason ClearBridge Small Cap Growth
LARGE VALUE MEIIX MFS Value
LARGE GROWTH MFEIX MFS Growth
SMALL BLEND SMEIX Invesco Small Cap Equity
LARGE BLEND LAVYX Lord Abbett Fundamental Equity
LARGE GROWTH GSTIX Goldman Sachs Strategic Growth
Small Growth MNDIX MFS New Discovery
SMALL VALUE FVADX Franklin Small Cap Value Sec
Mid-Cap Growth LMGYX Lord Abbett Growth Opportunities
LARGE BLEND MIGYX Oppenheimer Main Street
LARGE VALUE MUTHX Mutual Shares Sec
LARGE GROWTH OTCYX Oppenheimer Cap Appreicaiton
LARGE BLEND FRDAX Franklin Rising Dividends Sec
LARGE BLEND FUSEX Fidelity Index 500
LARGE VALUE ACSDX Invesco Van kampen Comstock
Mid-Cap Growth FSGAX Franklin Small-Mid Cap Growth
Mid-Cap Growth GGOAX Goldman Sachs Growth Opportunities
SMALL BLEND RCSSX Royce Small Cap
LARGE BLEND LRLCX Lord Abbett Classic Stock
LARGE VALUE LCACX Lord Abbett Calibrated Dividend Growth
Mid-Cap Growth VGRCX Invesco Van Kampen Mid Cap Growth
LARGE VALUE ACGJX Invesco Van Kampen Growth and Income
MID-CAP VALUE MSAIX Invesco Van Kampen American Value
MID-CAP VALUE SCGMX Glodman Sachs Mid Cap Value
LARGE GROWTH FKCGX Franklin Flex Cap Growth Sec
MID-CAP BLEND FMEIX Fidelity Mid Cap
Total Available Funds: 58
  • 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 IGREX Invesco Global Real Estate 93% 1 60 0 0.99% 1.93%
Emerging Market
DIVERSIFIED EMERGING MKTS MEMIX MFS Emerging Markets Equity 80% 1 60 0 1.31% 2.51%
DIVERSIFIED EMERGING MKTS TDADX Templelton Developing Markets 79% 1 60 0 1.14% 2.8%
INTERNATIONAL EQUITY
Foreign Large Growth AIEVX Invesco International Growth 93% 1 60 0 1.27% 2.74%
WORLD STOCK OGLYX Oppenheimer Global Sec 85% 1 60 0 1.31% 10.58%
WORLD STOCK TGADX Templeton Growth 80% 1 60 0 0.79% 1.14%
Foreign Large Value TFFAX Templeton Foreign Sec 79% 1 60 0 0.85% 2.44%
Foreign Large Blend GSTKX Goldman Sachs Strategic Intl Equity 70% 1 60 0 0.84% 0.74%
Foreign Large Value MINWX MFS International Value 0% 1 60 0 NA 0%
Others
World Allocation PAALX PIMCO All Asset Advisor 96% 1 60 0 1.84% 4.85%
Moderate Allocation MSFJX MFS Total Return 82% 1 60 0 0.39% 8.23%
Moderate Allocation ACETX Invesco Van Kampen Equity and Income 76% 1 60 0 0.78% 1.78%
Utilities MMUIX MFS Utilities 66% 1 60 0 1% 1.86%
ROOT CASH Oppenheimer Money Fund 0% 1 60 0 NA 2.61%
Target Date 2016-2020 AFTSX Invesco Blanaced Risk Allocation 0% 1 60 0 0.61% 1.34%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return 96% 1 60 0 0.83% 4.3%
Intermediate Government AGOIX Invesco Government Sec 92% 1 60 0 0.54% 4.77%
High Yield Bond FVHIX Franklin Income Sec 90% 1 60 0 0.86% 5.96%
Short-Term Bond PTLDX PIMCO Low Duration 90% 1 60 0 1.05% 3.91%
ULTRASHORT BOND PTSHX PIMCO Short-Term 88% 1 60 0 0.55% 4.6%
Multisector Bond OSIYX Oppenheimer Global Strategic Income 85% 1 60 0 1.05% 4.9%
Intermediate Government FUSAX Franklin US Government 80% 1 60 0 1.12% 3.29%
Inflation-Protected Bond PRRIX PIMCO Real Return 80% 1 60 0 1.37% 2.83%
Intermediate-Term Bond MRBIX MFS Resrearch Bond 79% 1 60 0 0.6% 3.74%
Intermediate-Term Bond MRBIX MFS Research 79% 1 60 0 0.6% 3.74%
Multisector Bond LBDFX Lord Abbett Bond 79% 1 60 0 0.68% 4.61%
Intermediate-Term Bond FBNDX Fidelity Investment Grade Bond 76% 1 60 0 0.76% 3.62%
WORLD BOND TGBAX Templeton Global Bond 52% 1 60 0 0.64% 6.04%
LONG GOVERNMENT PLTPX PIMCO Long Term US Government 43% 1 60 0 0.49% 2.81%
US EQUITY
LARGE GROWTH FCNTX Fidelity Contrafund 96% 1 60 0 0.55% 5.1%
SMALL BLEND RMCFX Royce Micro Cap 96% 1 60 0 2.24% 12.04%
MID-CAP VALUE LAVLX Lord Abbett Mid Cap Stock 93% 1 60 0 0.86% 9.6%
Small Growth SBPYX Legg Mason ClearBridge Small Cap Growth 91% 1 60 0 0.9% 7.53%
LARGE VALUE MEIIX MFS Value 90% 1 60 0 0.8% 1.38%
LARGE GROWTH MFEIX MFS Growth 90% 1 60 0 0.5% 11.78%
SMALL BLEND SMEIX Invesco Small Cap Equity 88% 1 60 0 1.01% 6.97%
LARGE BLEND LAVYX Lord Abbett Fundamental Equity 88% 1 60 0 0.69% 1.15%
LARGE GROWTH GSTIX Goldman Sachs Strategic Growth 88% 1 60 0 1.03% 6.96%
Small Growth MNDIX MFS New Discovery 87% 1 60 0 1.29% 0%
SMALL VALUE FVADX Franklin Small Cap Value Sec 86% 1 60 0 1.73% 6.87%
Mid-Cap Growth LMGYX Lord Abbett Growth Opportunities 84% 1 60 0 0.63% 0%
LARGE BLEND MIGYX Oppenheimer Main Street 81% 1 60 0 0.8% 0.96%
LARGE VALUE MUTHX Mutual Shares Sec 80% 1 60 0 1.25% 9%
LARGE GROWTH OTCYX Oppenheimer Cap Appreicaiton 80% 1 60 0 0.63% 2.59%
LARGE BLEND FRDAX Franklin Rising Dividends Sec 79% 1 60 0 0.52% 1.03%
LARGE BLEND FUSEX Fidelity Index 500 79% 1 60 0 0.09% 1.65%
LARGE VALUE ACSDX Invesco Van kampen Comstock 76% 1 60 0 1.55% 1.53%
Mid-Cap Growth FSGAX Franklin Small-Mid Cap Growth 72% 1 60 0 0.85% 0.01%
Mid-Cap Growth GGOAX Goldman Sachs Growth Opportunities 62% 1 60 0 1.41% 15.83%
SMALL BLEND RCSSX Royce Small Cap 20% 1 60 0 NA 1.06%
LARGE BLEND LRLCX Lord Abbett Classic Stock 0% 1 60 0 0.98% 0.4%
LARGE VALUE LCACX Lord Abbett Calibrated Dividend Growth 0% 1 60 0 1.5% 0.14%
Mid-Cap Growth VGRCX Invesco Van Kampen Mid Cap Growth 0% 1 60 0 1.87% 30.4%
LARGE VALUE ACGJX Invesco Van Kampen Growth and Income 0% 1 60 0 0.84% 11.5%
MID-CAP VALUE MSAIX Invesco Van Kampen American Value 0% 1 60 0 0.86% 22.45%
MID-CAP VALUE SCGMX Glodman Sachs Mid Cap Value 0% 1 60 0 NA 13.95%
LARGE GROWTH FKCGX Franklin Flex Cap Growth Sec 0% 1 60 0 0.98% 12.07%
MID-CAP BLEND FMEIX Fidelity Mid Cap 0% 1 60 0 0.45% 4.2%
Average Expense Ratio: 0.95%
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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 4.5% -5.0% 1.4% 3.6% 4.1% 4.1%

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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 5.0% -5.6% 2.9% 4.1% 4.5% 4.6%

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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 1.0% 8.9% 1.0% 4.5% 2.7% 3.4%

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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 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
The plan consists of 61 funds. It covers 5 major asset classes and 29 minor asset classes. The major asset classes it covers are US Equity, Fixed Income, Foreign Equity, REITs and Emerging Market Equity.

 



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