MyPlanIQ 401k Investor Transamerica Insurance Company RETIREMENT INCOME BUILDER

Transamerica Insurance Company RETIREMENT INCOME BUILDER

This Plan is unrated.
Investment Options
Total Available Funds: 13
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend FAOAX Fidelity VIP Overseas Init
Others
Moderate Allocation FBALX Fidelity V3 Balanced Init
Moderate Allocation FASMX Fidelity V5 Asset Manager Init
ROOT CASH Fidelity V5 Money Market Init
FIXED INCOME
High Yield Bond SPHIX Fidelity VIP High Income Init
Intermediate-Term Bond FBNDX Fidelity V5 Investment Grade Bond Init
US EQUITY
LARGE VALUE FEQIX Fidelity VIP Equity-Income Init
LARGE GROWTH FCNTX Fidelity V2 Contrafund Init
LARGE GROWTH FAGCX Fidelity V3 Growth Opportunities Inv
Total Available Funds: 13
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend FAOAX Fidelity VIP Overseas Init
Others
Moderate Allocation FBALX Fidelity V3 Balanced Init
Moderate Allocation FASMX Fidelity V5 Asset Manager Init
ROOT CASH Fidelity V5 Money Market Init
Moderate Allocation FBASX Fidelity V5 Asset Manager Growth Init
FIXED INCOME
High Yield Bond SPHIX Fidelity VIP High Income Init
Intermediate-Term Bond FBNDX Fidelity V5 Investment Grade Bond Init
US EQUITY
LARGE VALUE FEQIX Fidelity VIP Equity-Income Init
LARGE GROWTH FCNTX Fidelity V2 Contrafund Init
LARGE GROWTH FAGCX Fidelity V3 Growth Opportunities Inv
LARGE BLEND FUSEX Fidelity V2 Index 500 Init
LARGE GROWTH FGIOX Fidelity V3 Growth & Income Init
LARGE GROWTH EPGAX Fidelity VIP Growth Init
Total Available Funds: 13
  • 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
INTERNATIONAL EQUITY
Foreign Large Blend FAOAX Fidelity VIP Overseas Init 46% 3 60 0 2.16% 0.69%
Others
Moderate Allocation FBALX Fidelity V3 Balanced Init 80% 3 60 0 0.5% 1.59%
Moderate Allocation FASMX Fidelity V5 Asset Manager Init 76% 3 60 0 0.92% 2.14%
ROOT CASH Fidelity V5 Money Market Init 0% 3 60 0 NA 4.14%
Moderate Allocation FBASX Fidelity V5 Asset Manager Growth Init 0% 3 60 0 1.92% 0%
FIXED INCOME
High Yield Bond SPHIX Fidelity VIP High Income Init 92% 3 60 0 1.16% 4.08%
Intermediate-Term Bond FBNDX Fidelity V5 Investment Grade Bond Init 76% 3 60 0 0.76% 3.71%
US EQUITY
LARGE VALUE FEQIX Fidelity VIP Equity-Income Init 98% 3 60 0 0.57% 1.67%
LARGE GROWTH FCNTX Fidelity V2 Contrafund Init 96% 3 60 0 0.55% 4.32%
LARGE GROWTH FAGCX Fidelity V3 Growth Opportunities Inv 85% 3 60 0 1.65% 0%
LARGE BLEND FUSEX Fidelity V2 Index 500 Init 79% 3 60 0 0.09% 1.79%
LARGE GROWTH FGIOX Fidelity V3 Growth & Income Init 74% 3 60 0 1.15% 1.75%
LARGE GROWTH EPGAX Fidelity VIP Growth Init 31% 3 60 0 0.72% 1.7%
Average Expense Ratio: 1.01%
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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 4.6% 13.8% 5.3% 10.2% 8.0% 9.3%

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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 13 funds. It covers 3 major asset classes and 7 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.

This plan also represents Transamerica Insurance Company RETIREMENT INCOME BUILDER VAR ANN DB。



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