MyPlanIQ 401k Investor Jefferson National Variable Annuity Selected

Jefferson National Variable Annuity Selected

Investment Menu Rating:

Investment Options
Total Available Funds: 179
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS EMRIX Van Eck VIP Tr Emerging Mkts I
DIVERSIFIED EMERGING MKTS PYEFX Pioneer Emerging Markets VCT II
REAL ESTATE
REAL ESTATE VGSIX Vanguard VIF REIT Index
Global Real Estate ASRIX Invesco VI Global Real Estate I
REAL ESTATE FRESX Fidelity VIP Real Estate Service 2
INTERNATIONAL EQUITY
WORLD STOCK TAVFX Third Avenue Value
Foreign Large Growth JAIGX Janus Aspen Overseas Instl
Foreign Large Growth FIVFX Fidelity VIP Intl Capital Apprec Svc 2
COMMODITIES
COMMODITIES BROAD BASKET PCRRX PIMCO VIT Commodity Real Ret Strat Admin
COMMODITIES BROAD BASKET CCRSX Credit Suisse Trust Commodity Return St
Total Available Funds: 179
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS EMRIX Van Eck VIP Tr Emerging Mkts I
DIVERSIFIED EMERGING MKTS PYEFX Pioneer Emerging Markets VCT II
REAL ESTATE
REAL ESTATE VGSIX Vanguard VIF REIT Index
Global Real Estate ASRIX Invesco VI Global Real Estate I
REAL ESTATE FRESX Fidelity VIP Real Estate Service 2
Global Real Estate FVGRX Franklin Glbl Real Estate Secs Cl2
INTERNATIONAL EQUITY
WORLD STOCK TAVFX Third Avenue Value
Foreign Large Growth JAIGX Janus Aspen Overseas Instl
Foreign Large Growth FIVFX Fidelity VIP Intl Capital Apprec Svc 2
Foreign Large Blend FOSFX Fidelity VIP Overseas Service 2
Foreign Large Blend LICYX Lord Abbett Series Intl Opps VC
Foreign Small/Mid Blend DFISX DFA VA International Small
Foreign Large Growth OIGYX Oppenheimer International Growth VA Svc
Foreign Large Growth AIEVX Invesco VI International Growth I
Foreign Large Growth AVIIX American Century VP International I
Foreign Large Value VTRIX Vanguard VIF International
WORLD STOCK IGMSX Oppenheimer Global VA Svc
Foreign Small/Mid Value FEOVX First Eagle Overseas Variable
Foreign Large Value DIRVX Dreyfus VIF International Value Init
Foreign Large Value DFVFX DFA VA International Value
Foreign Large Blend IFSTX American Funds IS® International 4
COMMODITIES
COMMODITIES BROAD BASKET PCRRX PIMCO VIT Commodity Real Ret Strat Admin
COMMODITIES BROAD BASKET CCRSX Credit Suisse Trust Commodity Return St
Others
World Allocation WASYX Ivy Funds VIP Asset Strategy
Conservative Allocation FRIAX Franklin Income Securities Cl2
Moderate Allocation FBAKX Fidelity VIP Balanced Service 2
Moderate Allocation ACEKX Invesco VI Equity and Income I
Technology SGTRX Columbia VP Seligman Global Tech 2
Moderate Allocation JABLX Janus Aspen Balanced Instl
Aggressive Allocation IYBIX Ivy Funds VIP Balanced
Technology JGLTX Janus Aspen Global Technology Svc
Moderate Allocation VBINX Vanguard VIF Balanced
Technology ISTIX Ivy Funds VIP Science and Technology
World Allocation MALOX BlackRock Global Allocation V.I. III
Moderate Allocation AVBIX American Century VP Balanced I
Natural Resources GHAIX Van Eck VIP Global Hard Assets I
Technology FTPIX Invesco VI Technology I
World Allocation PAALX PIMCO VIT All Asset Admin
Health PRHSX T. Rowe Price Health Sciences Port II
EQUITY PRECIOUS METALS INIVX Van Eck VIP Global Gold S
Health GGHYX Invesco VI Global Health Care I
Equity Energy IVEIX Ivy Funds VIP Energy
Market Neutral MERFX Merger VL
Multialternative VMAIX Van Eck VIP Multi-Manager Alternatives I
Conservative Allocation PJMBX Putnam VT Absolute Return 500 IB
Nontraditional Bond HRUBX PIMCO VIT Unconstrained Bond Adm
World Allocation PGAAX PIMCO VIT Global Multi-Asset Adm
Natural Resources IGNVX Ivy Funds VIP Global Natural Resources
ROOT CASH Invesco VI Money Market I
Moderate Allocation HVABX American Funds IS® Asset Allocation 4
US EQUITY
LARGE VALUE PEIYX Putnam VT Equity Income IB
LARGE GROWTH FDSVX Fidelity VIP Growth Opportunities Svc 2
LARGE BLEND PYODX Pioneer VCT II
MID-CAP VALUE FDVLX Fidelity VIP Value Service 2
LARGE BLEND FGRIX Fidelity VIP Growth & Income Service 2
SMALL VALUE DFFVX DFA VA US Targeted Value
LARGE VALUE IVKIX Invesco VI Comstock I
LARGE BLEND VFINX Vanguard VIF Equity Index
LARGE GROWTH NBSLX Neuberger Berman AMT Social Responsive I
LARGE GROWTH JAGRX Janus Aspen Janus Instl
Mid-Cap Growth JAAGX Janus Aspen Enterprise Instl
LARGE GROWTH VIGIX Vanguard VIF Growth
LARGE VALUE ACGQX Invesco VI Growth and Income I
LARGE GROWTH AVPUX American Century VP Ultra I
MID-CAP VALUE PYCGX Pioneer Mid Cap Value VCT II
SMALL BLEND RCSSX Royce Capital Small-Cap Inv
LARGE GROWTH ALVOX Alger Capital Appreciation Ptfl I-2
LARGE GROWTH VHCAX Vanguard VIF Capital Growth
SMALL BLEND RMCFX Royce Capital Micro-Cap Inv
LARGE VALUE PRFDX T. Rowe Price Equity Income Port II
LARGE GROWTH BFGBX BlackRock Capital Appreciation V.I. III
LARGE GROWTH JACAX Janus Aspen Forty Instl
Mid-Cap Growth NBMLX Neuberger Berman AMT Mid-Cap Growth I
Small Growth VSGIX Vanguard VIF Small Co Gr
LARGE VALUE EHSTX Eaton Vance VT Large-Cap Value
MID-CAP VALUE JAMVX Janus Aspen Perkins Mid Cap Value Instl
LARGE BLEND VTSMX Vanguard VIF Total Stock Mkt Idx
SMALL BLEND SSVIX Columbia VP Select Smaller-Cap Value 1
Mid-Cap Growth IYMIX Ivy Funds VIP Mid Cap Growth
LARGE VALUE VEIPX Vanguard VIF Equity Income
MID-CAP BLEND VIMSX Vanguard VIF Mid-Cap Index
MID-CAP VALUE AVIPX American Century VP Mid Cap Value I
LARGE VALUE AVPIX American Century VP Value I
LARGE BLEND MIGYX Oppenheimer Main Street VA Svc
LARGE VALUE IYAIX Ivy Funds VIP Value
Mid-Cap Growth AMGOX Alger Mid Cap Growth I-2
LARGE VALUE MRDVX BlackRock Equity Dividend V.I. III
LARGE VALUE NBPIX Neuberger Berman AMT Large Cap Value I
LARGE VALUE MALVX BlackRock Large Cap Value V.I. 3
LARGE BLEND VDEQX Vanguard VIF Diversified Val
SMALL BLEND DISSX Dreyfus IP Small Cap Stock Index Svc
LARGE GROWTH TRBCX T. Rowe Price Blue Chip Growth Port II
LARGE VALUE SVLCX Columbia VP Select Large-Cap Value 1
LARGE VALUE AVVIX American Century VP Large Company Val I
LARGE BLEND MALRX BlackRock Large Cap Core V.I. 3
LARGE GROWTH DPUIX Dreyfus Stock Index Init
LARGE GROWTH AAGOX Alger Large Cap Growth I-2
LARGE VALUE AVGIX American Century VP Income & Growth I
Mid-Cap Growth KAUFX Federated Kaufmann II Svc
LARGE VALUE DDFIX Invesco VI Diversified Dividend I
LARGE VALUE PYEQX Pioneer Equity Income VCT II
Small Growth AASOX Alger Small Cap Growth I-2
MID-CAP VALUE NBREX Neuberger Berman AMT M/C Intrinsic Val I
Mid-Cap Growth WDSCX Wells Fargo Advantage VT Discovery
LARGE BLEND VICEX Vice Fund Portfolio
SMALL BLEND SSMVX Wells Fargo Advantage VT Sm Cp Val 2
MID-CAP BLEND SOPFX Wells Fargo Advantage VT Opportunity 2
LARGE GROWTH PVYYX Putnam VT Voyager IB
LARGE VALUE SERSX Pioneer Disciplined Value VCT II
Small Growth NBSMX Neuberger Berman AMT Small Cap Gr S
LARGE VALUE ISLIX Lord Abbett Series Growth and Income VC
LARGE BLEND LARYX Lord Abbett Series Classic Stock VC
LARGE VALUE LCACX Lord Abbett Series Calibrated Div Gr VC
LARGE VALUE VLUDX Invesco VI Value Opportunities II
MID-CAP BLEND GTAVX Invesco VI Mid Cap Core Equity II
LARGE VALUE VCEAX Invesco VI Core Equity I
LARGE VALUE IFMIX Franklin Mutual Shares Securities Cl2
Mid-Cap Growth VPFAX Fidelity VIP Mid Cap Service 2
LARGE GROWTH VPGSX Fidelity VIP Growth Svc 2
LARGE VALUE VPESX Fidelity VIP Equity-Income Service 2
LARGE BLEND VPCSX Fidelity VIP Contrafund Service 2
LARGE VALUE DFCVX DFA VA US Large Value
LARGE GROWTH MALHX BlackRock Large Cap Growth V.I. 3
LARGE GROWTH IAFSX American Funds IS® Growth 4
LARGE BLEND IAFGX American Funds IS® Growth-Income 4
LARGE BLEND HVCBX American Funds IS® Blue Chip Inc&Gr 4
FIXED INCOME
High Yield Muni AHMFX American Funds IS® High-Income Bond 4
WORLD BOND PSAIX PIMCO VIT Global Advantage Strat Bd Adm
Intermediate-Term Bond VFICX Vanguard VIF Short Term Invmt Grade
Inflation-Protected Bond APISX American Century VP Inflation Prot II
High Yield Bond FVHIX Franklin High Income Securities Cl2
WORLD BOND IVSIX Ivy Funds VIP Global Bond
Emerging Markets Bond EMBAX Van Eck VIP Uncons Emerg Mkts Bd I
High Yield Bond BRHYX BlackRock High Yield V.I. III
WORLD BOND PFRAX PIMCO VIT Foreign Bond (USD-Hedged) Adm
Intermediate-Term Bond FBNDX Fidelity VIP Investment Grade Bond Svc 2
Intermediate-Term Bond PICYX Pioneer Bond VCT ll
Multisector Bond FSICX Fidelity VIP Strategic Income Service 2
Intermediate-Term Bond IVBIX Ivy Funds VIP Bond
Intermediate-Term Bond JAFLX Janus Aspen Flexible Bond Svc
Intermediate Government PNIGX BlackRock U.S. Government Bond V.I. III
Bank Loan EIBLX Eaton Vance VT Floating-Rate Income
High Yield Bond TYHYX Pioneer High Yield VCT II
ULTRASHORT BOND PSFAX PIMCO VIT Short-Term Admin
High Yield Bond IVHIX Ivy Funds VIP High Income
Intermediate-Term Bond MPHQX BlackRock Total Return V.I. 3
Intermediate-Term Bond PTRAX PIMCO VIT Total Return Admin
Intermediate Government FUSAX Franklin US Government Cl2
Intermediate-Term Bond OPBYX Oppenheimer Core Bond VA Svc
WORLD BOND TGBAX Templeton Global Bond Sec Cl2
Inflation-Protected Bond PARRX PIMCO VIT Real Return Admin
Multisector Bond LBNDX Lord Abbett Series Bond-Debenture VC
SHORT GOVERNMENT DFFGX DFA VA Short-Term Fixed
High Yield Bond VWEHX Vanguard VIF High Yield Bond
Multisector Bond FKSAX Franklin Strategic Income Securities Cl2
High Yield Bond PHYAX PIMCO VIT High Yield Admin
Intermediate-Term Bond VBMFX Vanguard VIF Total Bond Mkt Idx
Intermediate-Term Bond PNCYX Putnam VT Income IB
High Yield Bond AHHYX Invesco VI High Yield I
Intermediate-Term Bond RMAEX American Funds IS® Mortg 4
WORLD BOND PFUUX PIMCO VIT Foreign Bond (Unhedged) Adm
High Yield Bond SPHIX Fidelity VIP High Income Service 2
Short-Term Bond PLDAX PIMCO VIT Low Duration Admin
High Yield Bond FYAIX Access VP High Yield
Multisector Bond OSIYX Oppenheimer Global Strategic Inc VA Svc
High Yield Bond FHICX Federated High Income Bond II Primary
Multisector Bond PDVYX Putnam VT Diversified Income IB
High Yield Bond SIHYX Western Asset Variable Glbl Hi Yld Bd I
High Yield Bond PHYYX Putnam VT High Yield IB
Intermediate Government PAGVX Putnam VT American Government Inc IB
Multisector Bond STIZX Pioneer Strategic Income VCT II
LONG GOVERNMENT PLGBX PIMCO VIT Long-Term US Govt Admin
WORLD BOND PADMX PIMCO VIT Global (Unhedged) Bond Admin
Emerging Markets Bond PEBAX PIMCO VIT Emerging Markets Bond Admin
Short-Term Bond LBSDX Neuberger Berman AMT Short Dur Bd I
Short-Term Bond ILTIX Ivy Funds VIP Limited-Term Bond
Intermediate Government ACGUX Invesco VI Government Securities I
WORLD BOND HVDBX American Funds IS® Global Bond 4
Intermediate-Term Bond HVBBX American Funds IS® Bond 4
Total Available Funds: 179
  • 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 EMRIX Van Eck VIP Tr Emerging Mkts I 20% 1 60 0 0.91% 3.98%
DIVERSIFIED EMERGING MKTS PYEFX Pioneer Emerging Markets VCT II 0% 1 60 0 1.4% 0%
REAL ESTATE
REAL ESTATE VGSIX Vanguard VIF REIT Index 81% 1 60 0 0.12% 3.94%
Global Real Estate ASRIX Invesco VI Global Real Estate I 55% 1 60 0 0.9% 2.03%
REAL ESTATE FRESX Fidelity VIP Real Estate Service 2 44% 1 60 0 0.72% 2.28%
Global Real Estate FVGRX Franklin Glbl Real Estate Secs Cl2 0% 1 60 0 1.08% 0.56%
INTERNATIONAL EQUITY
WORLD STOCK TAVFX Third Avenue Value 100% 1 60 0 1.1% 2.34%
Foreign Large Growth JAIGX Janus Aspen Overseas Instl 98% 1 60 0 1.14% 1.52%
Foreign Large Growth FIVFX Fidelity VIP Intl Capital Apprec Svc 2 94% 1 60 0 0.8% 0.36%
Foreign Large Blend FOSFX Fidelity VIP Overseas Service 2 89% 1 60 0 0.95% 1.05%
Foreign Large Blend LICYX Lord Abbett Series Intl Opps VC 82% 1 60 0 1.22% 2.08%
Foreign Small/Mid Blend DFISX DFA VA International Small 73% 1 60 0 0.39% 3.03%
Foreign Large Growth OIGYX Oppenheimer International Growth VA Svc 54% 1 60 0 1.1% 0.87%
Foreign Large Growth AIEVX Invesco VI International Growth I 50% 1 60 0 1.27% 0.92%
Foreign Large Growth AVIIX American Century VP International I 36% 1 60 0 NA 1.37%
Foreign Large Value VTRIX Vanguard VIF International 35% 1 60 0 0.39% 2.76%
WORLD STOCK IGMSX Oppenheimer Global VA Svc 33% 1 60 0 1.2% 12.15%
Foreign Small/Mid Value FEOVX First Eagle Overseas Variable 0% 1 60 0 NA 6.7%
Foreign Large Value DIRVX Dreyfus VIF International Value Init 0% 1 60 0 1.15% 2.59%
Foreign Large Value DFVFX DFA VA International Value 0% 1 60 0 0.28% 0%
Foreign Large Blend IFSTX American Funds IS® International 4 0% 1 60 0 1.31% 1.19%
COMMODITIES
COMMODITIES BROAD BASKET PCRRX PIMCO VIT Commodity Real Ret Strat Admin 75% 1 60 0 1.14% 5.08%
COMMODITIES BROAD BASKET CCRSX Credit Suisse Trust Commodity Return St 38% 1 60 0 1.05% 26.68%
Others
World Allocation WASYX Ivy Funds VIP Asset Strategy 99% 1 60 0 2.19% 2.57%
Conservative Allocation FRIAX Franklin Income Securities Cl2 95% 1 60 0 0.96% 5.79%
Moderate Allocation FBAKX Fidelity VIP Balanced Service 2 93% 1 60 0 0.5% 1.66%
Moderate Allocation ACEKX Invesco VI Equity and Income I 91% 1 60 0 1.04% 1.64%
Technology SGTRX Columbia VP Seligman Global Tech 2 87% 1 60 0 0.99% 6.71%
Moderate Allocation JABLX Janus Aspen Balanced Instl 87% 1 60 0 0.86% 2.03%
Aggressive Allocation IYBIX Ivy Funds VIP Balanced 86% 1 60 0 1.34% 1.04%
Technology JGLTX Janus Aspen Global Technology Svc 74% 1 60 0 0.97% 0%
Moderate Allocation VBINX Vanguard VIF Balanced 69% 1 60 0 0.07% 1.83%
Technology ISTIX Ivy Funds VIP Science and Technology 64% 1 60 0 0.96% 8.95%
World Allocation MALOX BlackRock Global Allocation V.I. III 56% 1 60 0 0.84% 0.44%
Moderate Allocation AVBIX American Century VP Balanced I 56% 1 60 0 NA 1.71%
Natural Resources GHAIX Van Eck VIP Global Hard Assets I 46% 1 60 0 0.95% 3.02%
Technology FTPIX Invesco VI Technology I 46% 1 60 0 1.13% 0%
World Allocation PAALX PIMCO VIT All Asset Admin 42% 1 60 0 1.84% 3.29%
Health PRHSX T. Rowe Price Health Sciences Port II 38% 1 60 0 0.8% 5.33%
EQUITY PRECIOUS METALS INIVX Van Eck VIP Global Gold S 37% 1 60 0 1% 0%
Health GGHYX Invesco VI Global Health Care I 35% 1 60 0 1.04% 0%
Equity Energy IVEIX Ivy Funds VIP Energy 31% 1 60 0 1.24% 0%
Market Neutral MERFX Merger VL 24% 1 60 0 1.25% 2.59%
Multialternative VMAIX Van Eck VIP Multi-Manager Alternatives I 0% 1 60 0 2.55% 0.15%
Conservative Allocation PJMBX Putnam VT Absolute Return 500 IB 0% 1 60 0 1.92% 2.52%
Nontraditional Bond HRUBX PIMCO VIT Unconstrained Bond Adm 0% 1 60 0 1.3% 0%
World Allocation PGAAX PIMCO VIT Global Multi-Asset Adm 0% 1 60 0 1.24% 0%
Natural Resources IGNVX Ivy Funds VIP Global Natural Resources 0% 1 60 0 NA NA
ROOT CASH Invesco VI Money Market I 0% 1 60 0 NA 4.14%
Moderate Allocation HVABX American Funds IS® Asset Allocation 4 0% 1 60 0 0.86% 0%
US EQUITY
LARGE VALUE PEIYX Putnam VT Equity Income IB 98% 1 60 0 1.14% 5.52%
LARGE GROWTH FDSVX Fidelity VIP Growth Opportunities Svc 2 97% 1 60 0 0.68% 2.49%
LARGE BLEND PYODX Pioneer VCT II 94% 1 60 0 1.5% 3.05%
MID-CAP VALUE FDVLX Fidelity VIP Value Service 2 92% 1 60 0 0.76% 0.99%
LARGE BLEND FGRIX Fidelity VIP Growth & Income Service 2 91% 1 60 0 0.58% 1.47%
SMALL VALUE DFFVX DFA VA US Targeted Value 90% 1 60 0 0.29% 1.43%
LARGE VALUE IVKIX Invesco VI Comstock I 90% 1 60 0 0.95% 15.88%
LARGE BLEND VFINX Vanguard VIF Equity Index 83% 1 60 0 0.14% 1.27%
LARGE GROWTH NBSLX Neuberger Berman AMT Social Responsive I 82% 1 60 0 1.3% 0%
LARGE GROWTH JAGRX Janus Aspen Janus Instl 81% 1 60 0 0.81% 0.12%
Mid-Cap Growth JAAGX Janus Aspen Enterprise Instl 81% 1 60 0 0.96% 6.97%
LARGE GROWTH VIGIX Vanguard VIF Growth 78% 1 60 0 0.04% 0.54%
LARGE VALUE ACGQX Invesco VI Growth and Income I 75% 1 60 0 0.53% 1.56%
LARGE GROWTH AVPUX American Century VP Ultra I 73% 1 60 0 NA 6.45%
MID-CAP VALUE PYCGX Pioneer Mid Cap Value VCT II 70% 1 60 0 0.98% 1.52%
SMALL BLEND RCSSX Royce Capital Small-Cap Inv 68% 1 60 0 NA 0%
LARGE GROWTH ALVOX Alger Capital Appreciation Ptfl I-2 61% 1 60 0 1.19% 0%
LARGE GROWTH VHCAX Vanguard VIF Capital Growth 60% 1 60 0 0.43% 7.57%
SMALL BLEND RMCFX Royce Capital Micro-Cap Inv 58% 1 60 0 2.24% 7.25%
LARGE VALUE PRFDX T. Rowe Price Equity Income Port II 58% 1 60 0 1.23% 1.94%
LARGE GROWTH BFGBX BlackRock Capital Appreciation V.I. III 56% 1 60 0 1.33% 3.4%
LARGE GROWTH JACAX Janus Aspen Forty Instl 55% 1 60 0 0.55% 0.18%
Mid-Cap Growth NBMLX Neuberger Berman AMT Mid-Cap Growth I 55% 1 60 0 1.31% 0%
Small Growth VSGIX Vanguard VIF Small Co Gr 52% 1 60 0 0.07% 0.65%
LARGE VALUE EHSTX Eaton Vance VT Large-Cap Value 51% 1 60 0 1.27% 2.98%
MID-CAP VALUE JAMVX Janus Aspen Perkins Mid Cap Value Instl 50% 1 60 0 0.91% 3.68%
LARGE BLEND VTSMX Vanguard VIF Total Stock Mkt Idx 49% 1 60 0 0.03% 1.26%
SMALL BLEND SSVIX Columbia VP Select Smaller-Cap Value 1 48% 1 60 0 1.53% 5.73%
Mid-Cap Growth IYMIX Ivy Funds VIP Mid Cap Growth 47% 1 60 0 0.79% 5.83%
LARGE VALUE VEIPX Vanguard VIF Equity Income 47% 1 60 0 0.27% 2.74%
MID-CAP BLEND VIMSX Vanguard VIF Mid-Cap Index 46% 1 60 0 0.04% 1.35%
MID-CAP VALUE AVIPX American Century VP Mid Cap Value I 43% 1 60 0 NA 14.26%
LARGE VALUE AVPIX American Century VP Value I 41% 1 60 0 NA 10.39%
LARGE BLEND MIGYX Oppenheimer Main Street VA Svc 41% 1 60 0 0.8% 0.18%
LARGE VALUE IYAIX Ivy Funds VIP Value 38% 1 60 0 0.72% 1.64%
Mid-Cap Growth AMGOX Alger Mid Cap Growth I-2 38% 1 60 0 0.97% 0%
LARGE VALUE MRDVX BlackRock Equity Dividend V.I. III 37% 1 60 0 1% 6.54%
LARGE VALUE NBPIX Neuberger Berman AMT Large Cap Value I 37% 1 60 0 0.51% 0%
LARGE VALUE MALVX BlackRock Large Cap Value V.I. 3 37% 1 60 0 0.79% 2.87%
LARGE BLEND VDEQX Vanguard VIF Diversified Val 36% 1 60 0 0.35% 10.28%
SMALL BLEND DISSX Dreyfus IP Small Cap Stock Index Svc 34% 1 60 0 0.5% 12.27%
LARGE GROWTH TRBCX T. Rowe Price Blue Chip Growth Port II 34% 1 60 0 1.23% 0%
LARGE VALUE SVLCX Columbia VP Select Large-Cap Value 1 26% 1 60 0 1.55% 3.2%
LARGE VALUE AVVIX American Century VP Large Company Val I 23% 1 60 0 NA 5.3%
LARGE BLEND MALRX BlackRock Large Cap Core V.I. 3 21% 1 60 0 0.73% 0.91%
LARGE GROWTH DPUIX Dreyfus Stock Index Init 19% 1 60 0 0.83% 146.71%
LARGE GROWTH AAGOX Alger Large Cap Growth I-2 19% 1 60 0 0.87% 0%
LARGE VALUE AVGIX American Century VP Income & Growth I 18% 1 60 0 NA 1.8%
Mid-Cap Growth KAUFX Federated Kaufmann II Svc 18% 1 60 0 2.51% 1.91%
LARGE VALUE DDFIX Invesco VI Diversified Dividend I 15% 1 60 0 0.82% 1.98%
LARGE VALUE PYEQX Pioneer Equity Income VCT II 14% 1 60 0 0.78% 18.31%
Small Growth AASOX Alger Small Cap Growth I-2 12% 1 60 0 1% 0%
MID-CAP VALUE NBREX Neuberger Berman AMT M/C Intrinsic Val I 7% 1 60 0 1.5% 0.36%
Mid-Cap Growth WDSCX Wells Fargo Advantage VT Discovery 2% 1 60 0 0.88% 0%
LARGE BLEND VICEX Vice Fund Portfolio 2% 1 60 0 1.49% 10.8%
SMALL BLEND SSMVX Wells Fargo Advantage VT Sm Cp Val 2 0% 1 60 0 1.35% 0%
MID-CAP BLEND SOPFX Wells Fargo Advantage VT Opportunity 2 0% 1 60 0 1.33% 0%
LARGE GROWTH PVYYX Putnam VT Voyager IB 0% 1 60 0 0.92% 0%
LARGE VALUE SERSX Pioneer Disciplined Value VCT II 0% 1 60 0 1.27% 2.37%
Small Growth NBSMX Neuberger Berman AMT Small Cap Gr S 0% 1 60 0 0.9% 0%
LARGE VALUE ISLIX Lord Abbett Series Growth and Income VC 0% 1 60 0 NA 0%
LARGE BLEND LARYX Lord Abbett Series Classic Stock VC 0% 1 60 0 0.63% 0%
LARGE VALUE LCACX Lord Abbett Series Calibrated Div Gr VC 0% 1 60 0 1.5% 8.14%
LARGE VALUE VLUDX Invesco VI Value Opportunities II 0% 1 60 0 NA 0%
MID-CAP BLEND GTAVX Invesco VI Mid Cap Core Equity II 0% 1 60 0 0.87% 1.05%
LARGE VALUE VCEAX Invesco VI Core Equity I 0% 1 60 0 NA NA
LARGE VALUE IFMIX Franklin Mutual Shares Securities Cl2 0% 1 60 0 0.78% 0%
Mid-Cap Growth VPFAX Fidelity VIP Mid Cap Service 2 0% 1 60 0 1.46% 0%
LARGE GROWTH VPGSX Fidelity VIP Growth Svc 2 0% 1 60 0 NA NA
LARGE VALUE VPESX Fidelity VIP Equity-Income Service 2 0% 1 60 0 1.11% 0%
LARGE BLEND VPCSX Fidelity VIP Contrafund Service 2 0% 1 60 0 1.2% 0%
LARGE VALUE DFCVX DFA VA US Large Value 0% 1 60 0 0.17% 2.6%
LARGE GROWTH MALHX BlackRock Large Cap Growth V.I. 3 0% 1 60 0 0.67% 0%
LARGE GROWTH IAFSX American Funds IS® Growth 4 0% 1 60 0 NA 0%
LARGE BLEND IAFGX American Funds IS® Growth-Income 4 0% 1 60 0 NA NA
LARGE BLEND HVCBX American Funds IS® Blue Chip Inc&Gr 4 0% 1 60 0 0.99% 0%
FIXED INCOME
High Yield Muni AHMFX American Funds IS® High-Income Bond 4 99% 1 60 0 0.28% 3.93%
WORLD BOND PSAIX PIMCO VIT Global Advantage Strat Bd Adm 94% 1 60 0 1.07% 3.37%
Intermediate-Term Bond VFICX Vanguard VIF Short Term Invmt Grade 93% 1 60 0 0.2% 4.04%
Inflation-Protected Bond APISX American Century VP Inflation Prot II 92% 1 60 0 0.88% 2.95%
High Yield Bond FVHIX Franklin High Income Securities Cl2 92% 1 60 0 0.86% 6.28%
WORLD BOND IVSIX Ivy Funds VIP Global Bond 90% 1 60 0 0.96% 2.58%
Emerging Markets Bond EMBAX Van Eck VIP Uncons Emerg Mkts Bd I 83% 1 60 0 0.97% 6.48%
High Yield Bond BRHYX BlackRock High Yield V.I. III 82% 1 60 0 0.51% 5.68%
WORLD BOND PFRAX PIMCO VIT Foreign Bond (USD-Hedged) Adm 82% 1 60 0 0.61% 5.11%
Intermediate-Term Bond FBNDX Fidelity VIP Investment Grade Bond Svc 2 79% 1 60 0 0.76% 3.71%
Intermediate-Term Bond PICYX Pioneer Bond VCT ll 75% 1 60 0 0.44% 3.63%
Multisector Bond FSICX Fidelity VIP Strategic Income Service 2 74% 1 60 0 0.7% 2.07%
Intermediate-Term Bond IVBIX Ivy Funds VIP Bond 71% 1 60 0 0.7% 4.4%
Intermediate-Term Bond JAFLX Janus Aspen Flexible Bond Svc 67% 1 60 0 0.82% 4.29%
Intermediate Government PNIGX BlackRock U.S. Government Bond V.I. III 63% 1 60 0 1.84% 3.51%
Bank Loan EIBLX Eaton Vance VT Floating-Rate Income 62% 1 60 0 0.77% 8.11%
High Yield Bond TYHYX Pioneer High Yield VCT II 61% 1 60 0 1.92% 6.27%
ULTRASHORT BOND PSFAX PIMCO VIT Short-Term Admin 59% 1 60 0 0.55% 5.63%
High Yield Bond IVHIX Ivy Funds VIP High Income 59% 1 60 0 1.72% 7.63%
Intermediate-Term Bond MPHQX BlackRock Total Return V.I. 3 58% 1 60 0 0.75% 4.38%
Intermediate-Term Bond PTRAX PIMCO VIT Total Return Admin 57% 1 60 0 0.8% 4.94%
Intermediate Government FUSAX Franklin US Government Cl2 55% 1 60 0 1.12% 3.18%
Intermediate-Term Bond OPBYX Oppenheimer Core Bond VA Svc 52% 1 60 0 0.46% 4.55%
WORLD BOND TGBAX Templeton Global Bond Sec Cl2 52% 1 60 0 0.64% 4.14%
Inflation-Protected Bond PARRX PIMCO VIT Real Return Admin 52% 1 60 0 1.37% 4.19%
Multisector Bond LBNDX Lord Abbett Series Bond-Debenture VC 49% 1 60 0 0.58% 3.82%
SHORT GOVERNMENT DFFGX DFA VA Short-Term Fixed 49% 1 60 0 0.17% 3.54%
High Yield Bond VWEHX Vanguard VIF High Yield Bond 48% 1 60 0 0.13% 5.68%
Multisector Bond FKSAX Franklin Strategic Income Securities Cl2 45% 1 60 0 0.55% 4.84%
High Yield Bond PHYAX PIMCO VIT High Yield Admin 45% 1 60 0 0.66% 5.37%
Intermediate-Term Bond VBMFX Vanguard VIF Total Bond Mkt Idx 44% 1 60 0 0.15% 3.15%
Intermediate-Term Bond PNCYX Putnam VT Income IB 35% 1 60 0 1.51% 8.61%
High Yield Bond AHHYX Invesco VI High Yield I 34% 1 60 0 0.64% 6%
Intermediate-Term Bond RMAEX American Funds IS® Mortg 4 31% 1 60 0 1.4% 3.94%
WORLD BOND PFUUX PIMCO VIT Foreign Bond (Unhedged) Adm 29% 1 60 0 0.61% 2.97%
High Yield Bond SPHIX Fidelity VIP High Income Service 2 28% 1 60 0 1.16% 4.08%
Short-Term Bond PLDAX PIMCO VIT Low Duration Admin 28% 1 60 0 1.05% 3.81%
High Yield Bond FYAIX Access VP High Yield 19% 1 60 0 1.68% 6.73%
Multisector Bond OSIYX Oppenheimer Global Strategic Inc VA Svc 12% 1 60 0 1.05% 5.54%
High Yield Bond FHICX Federated High Income Bond II Primary 11% 1 60 0 0.9% 4.78%
Multisector Bond PDVYX Putnam VT Diversified Income IB 7% 1 60 0 1.29% 6.81%
High Yield Bond SIHYX Western Asset Variable Glbl Hi Yld Bd I 0% 1 60 0 NA NA
High Yield Bond PHYYX Putnam VT High Yield IB 0% 1 60 0 0.75% 0%
Intermediate Government PAGVX Putnam VT American Government Inc IB 0% 1 60 0 0.85% 2.08%
Multisector Bond STIZX Pioneer Strategic Income VCT II 0% 1 60 0 0.82% 0%
LONG GOVERNMENT PLGBX PIMCO VIT Long-Term US Govt Admin 0% 1 60 0 0.82% 1.73%
WORLD BOND PADMX PIMCO VIT Global (Unhedged) Bond Admin 0% 1 60 0 0.57% 4.6%
Emerging Markets Bond PEBAX PIMCO VIT Emerging Markets Bond Admin 0% 1 60 0 1.08% 4.54%
Short-Term Bond LBSDX Neuberger Berman AMT Short Dur Bd I 0% 1 60 0 NA NA
Short-Term Bond ILTIX Ivy Funds VIP Limited-Term Bond 0% 1 60 0 1.03% 2.36%
Intermediate Government ACGUX Invesco VI Government Securities I 0% 1 60 0 NA NA
WORLD BOND HVDBX American Funds IS® Global Bond 4 0% 1 60 0 1.12% 0%
Intermediate-Term Bond HVBBX American Funds IS® Bond 4 0% 1 60 0 0.92% 0%
Average Expense Ratio: 0.94%
Sign up to get fund ranking change alerts

* If you find the above investment options have changed, please email us the latest change or directly Modify Investment Options after you login
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 2.8% 10.0% 19.9% 15.3% 9.7% 10.5%

Sign up or Login first to get rebalance emails for this portfolio

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

Sign up or Login and subscribe to get rebalance emails for this portfolio
*     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.


Other Related Portfolios YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*
Jefferson National Variable Annuity Selected Tactical Asset Allocation Most Aggressive 4.7% 6.8% 56.0% 42.4% 23.4%
Description
The plan consists of 194 funds. It covers 6 major asset classes and 46 minor asset classes. The major asset classes it covers are US Equity, Fixed Income, Foreign Equity, REITs, Commodity and Emerging Market Equity.




Register for FREE No Credit Card Required
Or Start FREE 30-day trial now >>
MyPlanIQ Newsletters
Get Started
Search

Members enjoy Free features

  • Customize and follow a diversified strategic allocation portfolio for your 401k, IRA and brokerage investments within minutes
  • Receive monthly or quarterly re-balance emails
  • Enter funds and percentages in your portfolio, see its historical performance and receive ongoing rebalance emails
  • Real time fund ranking and selection for your plans
  • Quality retirement investing newsletter emails
  • Fund ranking and selection for your plans

Tens of thousands of users have signed up!

Join Now (Free)
No Credit Card Required

User names can only consist of alphabetic and
numeric characters.(eg: 0-9a-zA-Z)
I agree to the Terms of use

Login With Facebook:

Get Started Now. It's Free!

Get portfolio suggestions for your
401k plan or brokerage accounts

Powered by MyPlanIQ
You have created an account on MyPlanIQ.com by using this email "", please login MyPlanIQ account or reset your password.