MyPlanIQ Jackson National VA

Jackson National VA

This Plan is unrated.
Investment Options
Total Available Funds: 35
Asset Class Ticker Description Rating
REAL ESTATE
Global Real Estate AGREX Agrex
Emerging Market
DIVERSIFIED EMERGING MKTS NEWFX Newfx
INTERNATIONAL EQUITY
Foreign Large Value JNUSX jnusx
Foreign Large Growth OIGAX oigax
Foreign Large Growth AIIEX aiiex
Others
World Allocation WASAX Wasax
World Allocation MALOX Malox
Conservative Allocation FKINX Fkinx
COMMODITIES
COMMODITIES BROAD BASKET BCSAX Bcsax
Total Available Funds: 35
Asset Class Ticker Description Rating
REAL ESTATE
Global Real Estate AGREX Agrex
Emerging Market
DIVERSIFIED EMERGING MKTS NEWFX Newfx
INTERNATIONAL EQUITY
Foreign Large Value JNUSX jnusx
Foreign Large Growth OIGAX oigax
Foreign Large Growth AIIEX aiiex
Foreign Large Blend IGAAX igaax
Foreign Large Growth FNGAX fngax
WORLD STOCK GWPAX gwpax
Foreign Small/Mid Blend FINAX finax
WORLD STOCK HVSBX hvsbx
Others
World Allocation WASAX Wasax
World Allocation MALOX Malox
Conservative Allocation FKINX Fkinx
Aggressive Allocation FFALX Ffalx
Aggressive Allocation CGNAX Cgnax
World Allocation GLMAX Glmax
COMMODITIES
COMMODITIES BROAD BASKET BCSAX Bcsax
FIXED INCOME
Intermediate-Term Bond PTTRX pttrx
High Yield Bond VWEHX vwehx
Intermediate-Term Bond MIIDX miidx
Short-Term Bond PRWBX prwbx
Intermediate Government HLGAX hlgax
Emerging Markets Bond GSDAX gsdax
Inflation-Protected Bond PRTNX prtnx
WORLD BOND HVDBX hvdbx
US EQUITY
LARGE VALUE TRVLX trvlx
Mid-Cap Growth RPMGX rpmgx
SMALL VALUE VSCAX vscax
SMALL VALUE FRVLX frvlx
Small Growth GTSAX gtsax
LARGE VALUE TESIX tesix
MID-CAP VALUE JAMCX jamcx
LARGE BLEND HVCBX Hvcbx
LARGE GROWTH LCGAX lcgax
LARGE GROWTH MALHX malhx
Total Available Funds: 35
  • 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 AGREX Agrex 53% 1 60 0 1.3% 1.39%
Emerging Market
DIVERSIFIED EMERGING MKTS NEWFX Newfx 54% 1 60 0 1.03% 2.5%
INTERNATIONAL EQUITY
Foreign Large Value JNUSX jnusx 82% 1 60 0 1.5% 3.39%
Foreign Large Growth OIGAX oigax 61% 1 60 0 0.76% 0%
Foreign Large Growth AIIEX aiiex 52% 1 60 0 1.6% 1.6%
Foreign Large Blend IGAAX igaax 30% 1 60 0 0.54% 3.39%
Foreign Large Growth FNGAX fngax 24% 1 60 0 0.86% 0%
WORLD STOCK GWPAX gwpax 7% 1 60 0 1.03% 7.84%
Foreign Small/Mid Blend FINAX finax 0% 1 60 0 1.55% 110.93%
WORLD STOCK HVSBX hvsbx 0% 1 60 0 1.3% 0%
Others
World Allocation WASAX Wasax 97% 1 60 0 2.19% 2.57%
World Allocation MALOX Malox 90% 1 60 0 0.84% 0.44%
Conservative Allocation FKINX Fkinx 51% 1 60 0 0.72% 5.56%
Aggressive Allocation FFALX Ffalx 45% 1 60 0 1.23% 2.69%
Aggressive Allocation CGNAX Cgnax 11% 1 60 0 0.4% 5.66%
World Allocation GLMAX Glmax 0% 1 60 0 1.44% 1.17%
COMMODITIES
COMMODITIES BROAD BASKET BCSAX Bcsax 18% 1 60 0 0.72% 9.26%
FIXED INCOME
Intermediate-Term Bond PTTRX pttrx 97% 1 60 0 0.83% 3.98%
High Yield Bond VWEHX vwehx 95% 1 60 0 0.13% 5.68%
Intermediate-Term Bond MIIDX miidx 95% 1 60 0 0.83% 2.47%
Short-Term Bond PRWBX prwbx 93% 1 60 0 0.46% 3.32%
Intermediate Government HLGAX hlgax 77% 1 60 0 0.3% 2.66%
Emerging Markets Bond GSDAX gsdax 74% 1 60 0 1.16% 7.52%
Inflation-Protected Bond PRTNX prtnx 59% 1 60 0 1.37% 4.04%
WORLD BOND HVDBX hvdbx 0% 1 60 0 1.12% 0%
US EQUITY
LARGE VALUE TRVLX trvlx 98% 1 60 0 0.57% 1.23%
Mid-Cap Growth RPMGX rpmgx 87% 1 60 0 1.29% 6.44%
SMALL VALUE VSCAX vscax 62% 1 60 0 0.87% 0%
SMALL VALUE FRVLX frvlx 55% 1 60 0 1.73% 0.35%
Small Growth GTSAX gtsax 53% 1 60 0 0.91% 0%
LARGE VALUE TESIX tesix 44% 1 60 0 1.25% 3.09%
MID-CAP VALUE JAMCX jamcx 40% 1 60 0 1.15% 5.76%
LARGE BLEND HVCBX Hvcbx 0% 1 60 0 0.99% 0%
LARGE GROWTH LCGAX lcgax 0% 1 60 0 1.25% 0.64%
LARGE GROWTH MALHX malhx 0% 1 60 0 0.67% 0%
Average Expense Ratio: 1.03%
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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
This plan consists of 35 funds, some of them are: MALHX, TESIX, FRVLX, LCGAX, VSCAX, GTSAX.


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