MyPlanIQ 401k Investor Ohio National Oncore Extra

Ohio National Oncore Extra

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Investment Options
Total Available Funds: 20
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS LZEMX Lazard Retirement Emerging Markets Equity Port
REAL ESTATE
REAL ESTATE FRESX Fidelity VIP Real Estate Portfolio
REAL ESTATE REFDX Morgan Stanley UIF U.S. Real Estate Portfolio
INTERNATIONAL EQUITY
Foreign Large Growth AIEVX Invesco V.I. International Growth Fund
Foreign Large Blend LZIEX Lazard Retirement International Equity Portfolio
Foreign Large Value TEFRX Franklin Templeton Variable Insurance Products:Templeton Foreign Securities Fund
COMMODITIES
COMMODITIES BROAD BASKET PCRIX PIMCO CommodityRealReturn Strategy Portfolio
Others
World Allocation ABRZX Invesco V.I. Balanced-Risk Allocation Fund
FIXED INCOME
Intermediate-Term Bond MPFIX MorganStanley UIF Core Plus Fixed Income Portfolio
Intermediate-Term Bond PTTRX PIMCO Total Return Portfolio
Inflation-Protected Bond PRRIX PIMCO Real Return Portfolio
Total Available Funds: 20
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS LZEMX Lazard Retirement Emerging Markets Equity Port
REAL ESTATE
REAL ESTATE FRESX Fidelity VIP Real Estate Portfolio
REAL ESTATE REFDX Morgan Stanley UIF U.S. Real Estate Portfolio
INTERNATIONAL EQUITY
Foreign Large Growth AIEVX Invesco V.I. International Growth Fund
Foreign Large Blend LZIEX Lazard Retirement International Equity Portfolio
Foreign Large Value TEFRX Franklin Templeton Variable Insurance Products:Templeton Foreign Securities Fund
COMMODITIES
COMMODITIES BROAD BASKET PCRIX PIMCO CommodityRealReturn Strategy Portfolio
Others
World Allocation ABRZX Invesco V.I. Balanced-Risk Allocation Fund
FIXED INCOME
Intermediate-Term Bond MPFIX MorganStanley UIF Core Plus Fixed Income Portfolio
Intermediate-Term Bond PTTRX PIMCO Total Return Portfolio
Inflation-Protected Bond PRRIX PIMCO Real Return Portfolio
High Yield Bond FHIIX Federated Investment Management Company High Income Bond Portfolio
WORLD BOND PIGLX PIMCO Global Bond Portfolio (Unhedged)
US EQUITY
MID-CAP VALUE GSMCX Goldman Sachs Asset Management L.P.Mid Cap Opportunity Portfolio
LARGE VALUE GSLIX Goldman Sachs Large Cap Value Fund
SMALL BLEND RCSSX Royce Small-Cap Portfolio
SMALL BLEND NINLX Newberger Berman AMT Mid Cap Intrinsic Value Portfolio
LARGE VALUE SVAIX Federated Equity Management Company of PA Strategic Value Portfolio
LARGE GROWTH FRCGX Franklin Templeton Variable Insurance Products:Franklin Flex Cap Growth Securities Fund
Mid-Cap Growth VPFAX Fidelity VIP Mid Cap Portfolio
Total Available Funds: 20
  • 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 LZEMX Lazard Retirement Emerging Markets Equity Port 93% 1 60 0 1.07% 4.97%
REAL ESTATE
REAL ESTATE FRESX Fidelity VIP Real Estate Portfolio 44% 1 60 0 0.72% 2.28%
REAL ESTATE REFDX Morgan Stanley UIF U.S. Real Estate Portfolio 0% 1 60 0 NA 0%
INTERNATIONAL EQUITY
Foreign Large Growth AIEVX Invesco V.I. International Growth Fund 50% 1 60 0 1.27% 0.92%
Foreign Large Blend LZIEX Lazard Retirement International Equity Portfolio 38% 1 60 0 1.09% 1.53%
Foreign Large Value TEFRX Franklin Templeton Variable Insurance Products:Templeton Foreign Securities Fund 34% 1 60 0 0.85% 0.84%
COMMODITIES
COMMODITIES BROAD BASKET PCRIX PIMCO CommodityRealReturn Strategy Portfolio 76% 1 60 0 1.96% 5.11%
Others
World Allocation ABRZX Invesco V.I. Balanced-Risk Allocation Fund 19% 1 60 0 1.63% 0%
FIXED INCOME
Intermediate-Term Bond MPFIX MorganStanley UIF Core Plus Fixed Income Portfolio 93% 1 60 0 0.77% 4.99%
Intermediate-Term Bond PTTRX PIMCO Total Return Portfolio 79% 1 60 0 0.83% 3.98%
Inflation-Protected Bond PRRIX PIMCO Real Return Portfolio 68% 1 60 0 1.37% 4.44%
High Yield Bond FHIIX Federated Investment Management Company High Income Bond Portfolio 30% 1 60 0 0.9% 5.56%
WORLD BOND PIGLX PIMCO Global Bond Portfolio (Unhedged) 0% 1 60 0 0.57% 4.88%
US EQUITY
MID-CAP VALUE GSMCX Goldman Sachs Asset Management L.P.Mid Cap Opportunity Portfolio 82% 1 60 0 1.18% 0.85%
LARGE VALUE GSLIX Goldman Sachs Large Cap Value Fund 78% 1 60 0 1.29% 4.86%
SMALL BLEND RCSSX Royce Small-Cap Portfolio 68% 1 60 0 NA 0%
SMALL BLEND NINLX Newberger Berman AMT Mid Cap Intrinsic Value Portfolio 40% 1 60 0 2.12% 0%
LARGE VALUE SVAIX Federated Equity Management Company of PA Strategic Value Portfolio 16% 1 60 0 1.06% 4.4%
LARGE GROWTH FRCGX Franklin Templeton Variable Insurance Products:Franklin Flex Cap Growth Securities Fund 0% 1 60 0 1.23% 0%
Mid-Cap Growth VPFAX Fidelity VIP Mid Cap Portfolio 0% 1 60 0 1.46% 0%
Average Expense Ratio: 1.19%
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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 0.3% 8.2% 9.4% 9.2% 6.1% 8.2%

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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 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 23 funds. It covers 6 major asset classes and 16 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, Fixed Income, REITs, Emerging Market Equity and Commodity.

This plan consists of six well chosen ETFs for major asset classes. The criteria are based on MyPlanIQ's investment choice ranking methodology. Please notice that since some of ETFs have short history, historical performance before 2007 is not very meaningful.

 



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