MyPlanIQ 401k Investor American General Life Insurance Company ELITEPLUS BONUS B SHARES

American General Life Insurance Company ELITEPLUS BONUS B SHARES

This Plan is unrated.
Investment Options
Total Available Funds: 14
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS TDMBX Franklin VIP Dev Market 2
INTERNATIONAL EQUITY
Foreign Large Blend VCIEX VALIC Company I International Equity
Foreign Large Value TFRBX Franklin VIP Foreign Security 2
Others
ROOT CASH VALIC Company I Money Market I
FIXED INCOME
Intermediate Government VCGSX VALIC Company I Govertnment Security
High Yield Bond OPCHX Oppenheimer VA High Income NS
Intermediate-Term Bond AMIFX Invesco VI Dicversified Income I
US EQUITY
LARGE BLEND VCGAX VALIC Company I Growth & Income
LARGE BLEND VSTIX VALIC Company I Stock Index
LARGE BLEND OMSOX Oppenheimer VA Main Street NS
Total Available Funds: 14
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS TDMBX Franklin VIP Dev Market 2
INTERNATIONAL EQUITY
Foreign Large Blend VCIEX VALIC Company I International Equity
Foreign Large Value TFRBX Franklin VIP Foreign Security 2
Others
ROOT CASH VALIC Company I Money Market I
FIXED INCOME
Intermediate Government VCGSX VALIC Company I Govertnment Security
High Yield Bond OPCHX Oppenheimer VA High Income NS
Intermediate-Term Bond AMIFX Invesco VI Dicversified Income I
US EQUITY
LARGE BLEND VCGAX VALIC Company I Growth & Income
LARGE BLEND VSTIX VALIC Company I Stock Index
LARGE BLEND OMSOX Oppenheimer VA Main Street NS
SMALL BLEND OPMSX Oppenheimer VA MS Small Cap NS
LARGE GROWTH OPTFX Oppenheimer VA Capital Appreciation NS
LARGE GROWTH IVKGX Van Kampen LIT Capital Growth 1
LARGE GROWTH LCGAX Invesco VI Cap Appreciation I
Total Available Funds: 14
  • 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 TDMBX Franklin VIP Dev Market 2 0% 3 60 0 2.42% 0.04%
INTERNATIONAL EQUITY
Foreign Large Blend VCIEX VALIC Company I International Equity 76% 3 60 0 0.42% 2.64%
Foreign Large Value TFRBX Franklin VIP Foreign Security 2 0% 3 60 0 1.92% 0%
Others
ROOT CASH VALIC Company I Money Market I 0% 3 60 0 NA 2.67%
FIXED INCOME
Intermediate Government VCGSX VALIC Company I Govertnment Security 70% 3 60 0 0.67% 3.7%
High Yield Bond OPCHX Oppenheimer VA High Income NS 0% 3 60 0 1.42% 7.77%
Intermediate-Term Bond AMIFX Invesco VI Dicversified Income I 0% 3 60 0 NA 3.62%
US EQUITY
LARGE BLEND VCGAX VALIC Company I Growth & Income 85% 3 60 0 0.63% 1.27%
LARGE BLEND VSTIX VALIC Company I Stock Index 71% 3 60 0 0.29% 8.49%
LARGE BLEND OMSOX Oppenheimer VA Main Street NS 46% 3 60 0 0.72% 4.39%
SMALL BLEND OPMSX Oppenheimer VA MS Small Cap NS 43% 3 60 0 1.32% 3.81%
LARGE GROWTH OPTFX Oppenheimer VA Capital Appreciation NS 36% 3 60 0 0.63% 0%
LARGE GROWTH IVKGX Van Kampen LIT Capital Growth 1 0% 3 60 0 NA NA
LARGE GROWTH LCGAX Invesco VI Cap Appreciation I 0% 3 60 0 1.25% 4.1%
Average Expense Ratio: 1.06%
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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 8.8% 17.7% 4.9% 8.3% 6.0% 7.4%

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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 14 funds. It covers 4 major asset classes and 9 minor asset classes. The major asset classes it covers are Emerging Market Equity, Foreign Equity, US Equity and Fixed Income.

This plan also represents Plan with name American General Life Insurance Company ELITEPLUS BONUS ED X B SHARES, Plan with name American General Life Insurance Company ELITEPLUS BONUS SU X B SHARES。



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