MyPlanIQ Lincoln Elite VA

Lincoln Elite VA

This Plan is unrated.
Investment Options
Total Available Funds: 46
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS DEMAX demax
REAL ESTATE
Global Real Estate IRGIX irgix
REAL ESTATE DPREX dprex
INTERNATIONAL EQUITY
WORLD STOCK ALTFX altfx
WORLD STOCK ANWPX anwpx
WORLD STOCK SMCWX smcwx
COMMODITIES
COMMODITIES BROAD BASKET PCRAX pcrax
Others
World Allocation MDLOX mdlox
Nontraditional Bond DDFAX ddfax
Multialternative AAAAX aaaax
Total Available Funds: 46
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS DEMAX demax
REAL ESTATE
Global Real Estate IRGIX irgix
REAL ESTATE DPREX dprex
INTERNATIONAL EQUITY
WORLD STOCK ALTFX altfx
WORLD STOCK ANWPX anwpx
WORLD STOCK SMCWX smcwx
Foreign Large Growth MGRAX mgrax
Foreign Large Blend AEPGX aepgx
WORLD STOCK TEPLX teplx
Foreign Large Value LIEFX liefx
COMMODITIES
COMMODITIES BROAD BASKET PCRAX pcrax
Others
World Allocation MDLOX mdlox
Nontraditional Bond DDFAX ddfax
Multialternative AAAAX aaaax
Conservative Allocation FKINX fkinx
Utilities MMUFX mmufx
FIXED INCOME
Short-Term Bond DTRIX dtrix
Inflation-Protected Bond BPRAX bprax
Intermediate-Term Bond DPDFX dpdfx
High Yield Bond OHYAX ohyax
Intermediate-Term Bond SSBMX ssbmx
Intermediate-Term Bond DPFIX dpfix
US EQUITY
LARGE GROWTH PRGFX prgfx
LARGE GROWTH FCNTX fcntx
MID-CAP VALUE ACMVX acmvx
Mid-Cap Growth PRDMX prdmx
LARGE BLEND SVSPX svspx
MID-CAP VALUE ABASX abasx
LARGE GROWTH MFEGX mfegx
LARGE VALUE MDDVX mddvx
MID-CAP VALUE HMVAX hmvax
LARGE VALUE MEIAX meiax
Mid-Cap Growth FIIAX fiiax
LARGE VALUE ACSTX acstx
LARGE VALUE TESIX tesix
Mid-Cap Growth DFCIX dfcix
SMALL VALUE DEVLX devlx
LARGE GROWTH AGTHX agthx
MID-CAP VALUE JAMCX jamcx
LARGE BLEND AIVSX aivsx
LARGE GROWTH EPGAX epgax
Mid-Cap Growth BGRIX bgrix
LARGE VALUE DDVAX ddvax
LARGE GROWTH HGWAX hgwax
MID-CAP VALUE DLMAX dlmax
LARGE GROWTH DUGAX dugax
Total Available Funds: 46
  • 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 DEMAX demax 64% 1 60 0 1.7% 2.5%
REAL ESTATE
Global Real Estate IRGIX irgix 93% 1 60 0 1.47% 3.02%
REAL ESTATE DPREX dprex 47% 1 60 0 0.99% 1.01%
INTERNATIONAL EQUITY
WORLD STOCK ALTFX altfx 68% 1 60 0 0.77% 0.03%
WORLD STOCK ANWPX anwpx 66% 1 60 0 1.47% 5.44%
WORLD STOCK SMCWX smcwx 63% 1 60 0 0.66% 0%
Foreign Large Growth MGRAX mgrax 62% 1 60 0 0.7% 0%
Foreign Large Blend AEPGX aepgx 57% 1 60 0 0.9% 3.64%
WORLD STOCK TEPLX teplx 38% 1 60 0 1.1% 1.16%
Foreign Large Value LIEFX liefx 0% 1 60 0 1.12% 0%
COMMODITIES
COMMODITIES BROAD BASKET PCRAX pcrax 67% 1 60 0 1.96% 5.32%
Others
World Allocation MDLOX mdlox 74% 1 60 0 0.84% 1.1%
Nontraditional Bond DDFAX ddfax 69% 1 60 0 1.18% 8.29%
Multialternative AAAAX aaaax 58% 1 60 0 1.22% 1.7%
Conservative Allocation FKINX fkinx 51% 1 60 0 0.72% 5.56%
Utilities MMUFX mmufx 46% 1 60 0 1% 5.82%
FIXED INCOME
Short-Term Bond DTRIX dtrix 66% 1 60 0 0.32% 3.59%
Inflation-Protected Bond BPRAX bprax 65% 1 60 0 0.56% 3.46%
Intermediate-Term Bond DPDFX dpdfx 63% 1 60 0 0.36% 4.03%
High Yield Bond OHYAX ohyax 62% 1 60 0 0.75% 6.22%
Intermediate-Term Bond SSBMX ssbmx 0% 1 60 0 0.51% 0.4%
Intermediate-Term Bond DPFIX dpfix 0% 1 60 0 0.9% 1.65%
US EQUITY
LARGE GROWTH PRGFX prgfx 100% 1 60 0 0% 3%
LARGE GROWTH FCNTX fcntx 96% 1 60 0 0.55% 2.71%
MID-CAP VALUE ACMVX acmvx 90% 1 60 0 1.23% 5.21%
Mid-Cap Growth PRDMX prdmx 77% 1 60 0 0.87% 6.33%
LARGE BLEND SVSPX svspx 75% 1 60 0 0.16% 11.35%
MID-CAP VALUE ABASX abasx 62% 1 60 0 0.86% 6.3%
LARGE GROWTH MFEGX mfegx 60% 1 60 0 0.5% 0.28%
LARGE VALUE MDDVX mddvx 57% 1 60 0 1% 7.02%
MID-CAP VALUE HMVAX hmvax 57% 1 60 0 0.77% 6.71%
LARGE VALUE MEIAX meiax 56% 1 60 0 0.8% 8.34%
Mid-Cap Growth FIIAX fiiax 53% 1 60 0 0.74% 0.21%
LARGE VALUE ACSTX acstx 49% 1 60 0 1.55% 1.32%
LARGE VALUE TESIX tesix 45% 1 60 0 1.25% 3.09%
Mid-Cap Growth DFCIX dfcix 43% 1 60 0 1.04% 0%
SMALL VALUE DEVLX devlx 42% 1 60 0 0.86% 0%
LARGE GROWTH AGTHX agthx 41% 1 60 0 0.3% 0%
MID-CAP VALUE JAMCX jamcx 41% 1 60 0 1.15% 5.76%
LARGE BLEND AIVSX aivsx 38% 1 60 0 0.27% 5.04%
LARGE GROWTH EPGAX epgax 31% 1 60 0 0.72% 1.7%
Mid-Cap Growth BGRIX bgrix 27% 1 60 0 1.3% 1.74%
LARGE VALUE DDVAX ddvax 27% 1 60 0 0.59% 1.19%
LARGE GROWTH HGWAX hgwax 0% 1 60 0 1.25% 0%
MID-CAP VALUE DLMAX dlmax 0% 1 60 0 0.89% 1.5%
LARGE GROWTH DUGAX dugax 0% 1 60 0 1.1% 0%
Average Expense Ratio: 0.89%
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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 46 funds, some of them are: ALTFX, ABASX, ACMVX, ANWPX, SMCWX, AGTHX.


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