MyPlanIQ 401k Investor American National Insurance Co WEALTHQUEST III GROUP UNALLOCATED VARIABLE ANNUITY 7-YEAR CDSC B SHARES

American National Insurance Co WEALTHQUEST III GROUP UNALLOCATED VARIABLE ANNUITY 7-YEAR CDSC B SHARES

This Plan is unrated.
Investment Options
Total Available Funds: 47
Asset Class Ticker Description Rating
REAL ESTATE
Global Real Estate IGREX Invesco VI Global Real Est I
INTERNATIONAL EQUITY
Foreign Large Growth PRITX T Rowe Price Institutional St Short
Foreign Large Blend FAOAX Fidelity VIP Value S2
Others
Moderate Allocation TRPBX T Rowe Price Equity P S Balanced
Moderate Allocation FASMX Fidelity V5 Asset Manager S2
Health PRHSX T Rowe Price Equity Health Sciences
FIXED INCOME
Short-Term Bond PRWBX T Rowe Price FI Limited-Term Bond
Intermediate-Term Bond FIIFX Federated Ins Qu Bond II P
Intermediate-Term Bond FBNDX Fidelity V5 Investment Grade Bond S2
Total Available Funds: 47
Asset Class Ticker Description Rating
REAL ESTATE
Global Real Estate IGREX Invesco VI Global Real Est I
INTERNATIONAL EQUITY
Foreign Large Growth PRITX T Rowe Price Institutional St Short
Foreign Large Blend FAOAX Fidelity VIP Value S2
Others
Moderate Allocation TRPBX T Rowe Price Equity P S Balanced
Moderate Allocation FASMX Fidelity V5 Asset Manager S2
Health PRHSX T Rowe Price Equity Health Sciences
Utilities IAUTX Invesco VI Utilities I
Moderate Allocation ABLOX Alger Portfolio Balanced I-2
Conservative Allocation CAPAX Federated Ins Cap Income II
Technology FTPIX Invesco VI Technology I
Target Date 2000-2010 FCFBX Fidelity V5 Freedom 2010 S2
Health GTHIX Invesco VI Global Health Care I
ROOT CASH T Rowe Price FI Prime Reserve
Financial FSFSX Invesco VI Financial Services I
ROOT CASH Fidelity V5 Money Market S2
Target Date 2026-2030 FBFEX Fidelity V5 Freedom 2030 S2
Target Date 2021-2025 FBTWX Fidelity V5 Freedom 2025 S2
Target Date 2016-2020 FDBFX Fidelity V5 Freedom 2020 S2
Target Date 2011-2015 FFVBX Fidelity V5 Freedom 2015 S2
FIXED INCOME
Short-Term Bond PRWBX T Rowe Price FI Limited-Term Bond
Intermediate-Term Bond FIIFX Federated Ins Qu Bond II P
Intermediate-Term Bond FBNDX Fidelity V5 Investment Grade Bond S2
High Yield Bond FHIIX Federated Ins HI Bond II P
Intermediate Government FGOAX Federated Ins Government Security II
US EQUITY
LARGE VALUE FEQIX Fidelity VIP Equity-Income S2R
LARGE VALUE PRFDX T Rowe Price Equity Equity Income
LARGE GROWTH FCNTX Fidelity V2 Contrafund S2
LARGE GROWTH MFEIX MFS VIT Growth I
LARGE BLEND MITIX MFS VIT Inv Trust I
Mid-Cap Growth RPMGX T Rowe Price Equity Mid Cap G
LARGE BLEND MRGRX MFS VIT Core Plus Equity I
LARGE BLEND MRFIX MFS VIT Research I
LARGE BLEND FUSEX Fidelity V2 Index 500 S2
LARGE GROWTH ALVOX Alger Portfolio Capital Appreciation I-2
LARGE GROWTH AAGOX Alger Portfolio Large Cap Growth I-2
Small Growth AASOX Alger Portfolio Small Cap Growth I-2
LARGE BLEND AIGOX Alger Portfolio Growth&Income I-2
Mid-Cap Growth KAUAX Federated Ins Kaufmann II P
Mid-Cap Growth AMGOX Alger Portfolio Mid Cap Growth I-2
SMALL BLEND SMEAX Invesco VI Small Cap Equity I
Mid-Cap Growth IDYAX Invesco VI Dynamics I
LARGE VALUE FVLBX Fidelity V4 Value Ld S2
MID-CAP BLEND FASBX Fidelity V3 Value Strategic S2
MID-CAP BLEND FMEIX Fidelity V3 Mid Cap S2
LARGE GROWTH FGISX Fidelity V3 Growth&Income S2
LARGE GROWTH FABGX Fidelity V3 Growth Opportunities S2
Mid-Cap Growth FGVBX Fidelity V3 Growth Strategic S2
Total Available Funds: 47
  • 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 IGREX Invesco VI Global Real Est I 92% 3 60 0 0.99% 2.39%
INTERNATIONAL EQUITY
Foreign Large Growth PRITX T Rowe Price Institutional St Short 100% 3 60 0 1.4% 1.17%
Foreign Large Blend FAOAX Fidelity VIP Value S2 46% 3 60 0 2.16% 0.8%
Others
Moderate Allocation TRPBX T Rowe Price Equity P S Balanced 84% 3 60 0 0.71% 3.42%
Moderate Allocation FASMX Fidelity V5 Asset Manager S2 76% 3 60 0 0.92% 2.38%
Health PRHSX T Rowe Price Equity Health Sciences 64% 3 60 0 0.8% 5.13%
Utilities IAUTX Invesco VI Utilities I 58% 3 60 0 1.19% 1.99%
Moderate Allocation ABLOX Alger Portfolio Balanced I-2 58% 3 60 0 1.04% 1.9%
Conservative Allocation CAPAX Federated Ins Cap Income II 56% 3 60 0 0.9% 3.65%
Technology FTPIX Invesco VI Technology I 56% 3 60 0 1.13% 0.75%
Target Date 2000-2010 FCFBX Fidelity V5 Freedom 2010 S2 51% 3 60 0 0.71% 6.26%
Health GTHIX Invesco VI Global Health Care I 36% 3 60 0 1.04% 0%
ROOT CASH T Rowe Price FI Prime Reserve 0% 3 60 0 NA 2.67%
Financial FSFSX Invesco VI Financial Services I 0% 3 60 0 NA 0%
ROOT CASH Fidelity V5 Money Market S2 0% 3 60 0 NA 2.67%
Target Date 2026-2030 FBFEX Fidelity V5 Freedom 2030 S2 0% 3 60 0 1% 4.82%
Target Date 2021-2025 FBTWX Fidelity V5 Freedom 2025 S2 0% 3 60 0 1% 4.28%
Target Date 2016-2020 FDBFX Fidelity V5 Freedom 2020 S2 0% 3 60 0 1.66% 4.14%
Target Date 2011-2015 FFVBX Fidelity V5 Freedom 2015 S2 0% 3 60 0 1% 4.19%
FIXED INCOME
Short-Term Bond PRWBX T Rowe Price FI Limited-Term Bond 93% 3 60 0 0.46% 3.54%
Intermediate-Term Bond FIIFX Federated Ins Qu Bond II P 81% 3 60 0 0.58% 4.01%
Intermediate-Term Bond FBNDX Fidelity V5 Investment Grade Bond S2 76% 3 60 0 0.76% 3.78%
High Yield Bond FHIIX Federated Ins HI Bond II P 60% 3 60 0 0.9% 5.29%
Intermediate Government FGOAX Federated Ins Government Security II 0% 3 60 0 1.76% 2.31%
US EQUITY
LARGE VALUE FEQIX Fidelity VIP Equity-Income S2R 98% 3 60 0 0.57% 4.91%
LARGE VALUE PRFDX T Rowe Price Equity Equity Income 97% 3 60 0 1.23% 6.55%
LARGE GROWTH FCNTX Fidelity V2 Contrafund S2 96% 3 60 0 0.55% 3.73%
LARGE GROWTH MFEIX MFS VIT Growth I 90% 3 60 0 0.5% 5.54%
LARGE BLEND MITIX MFS VIT Inv Trust I 87% 3 60 0 0.7% 11.97%
Mid-Cap Growth RPMGX T Rowe Price Equity Mid Cap G 87% 3 60 0 1.29% 6.82%
LARGE BLEND MRGRX MFS VIT Core Plus Equity I 86% 3 60 0 0.91% 2.83%
LARGE BLEND MRFIX MFS VIT Research I 85% 3 60 0 0.79% 7.26%
LARGE BLEND FUSEX Fidelity V2 Index 500 S2 79% 3 60 0 0.09% 1.69%
LARGE GROWTH ALVOX Alger Portfolio Capital Appreciation I-2 62% 3 60 0 1.19% 0%
LARGE GROWTH AAGOX Alger Portfolio Large Cap Growth I-2 55% 3 60 0 0.87% 0%
Small Growth AASOX Alger Portfolio Small Cap Growth I-2 54% 3 60 0 1% 0%
LARGE BLEND AIGOX Alger Portfolio Growth&Income I-2 51% 3 60 0 0.93% 4.39%
Mid-Cap Growth KAUAX Federated Ins Kaufmann II P 49% 3 60 0 2.51% 2.08%
Mid-Cap Growth AMGOX Alger Portfolio Mid Cap Growth I-2 46% 3 60 0 0.97% 0%
SMALL BLEND SMEAX Invesco VI Small Cap Equity I 40% 3 60 0 1.01% 0.45%
Mid-Cap Growth IDYAX Invesco VI Dynamics I 0% 3 60 0 1.11% 1.05%
LARGE VALUE FVLBX Fidelity V4 Value Ld S2 0% 3 60 0 1.99% 0.24%
MID-CAP BLEND FASBX Fidelity V3 Value Strategic S2 0% 3 60 0 1.93% 0%
MID-CAP BLEND FMEIX Fidelity V3 Mid Cap S2 0% 3 60 0 0.45% 4.2%
LARGE GROWTH FGISX Fidelity V3 Growth&Income S2 0% 3 60 0 1.81% 6.46%
LARGE GROWTH FABGX Fidelity V3 Growth Opportunities S2 0% 3 60 0 2.05% 12.11%
Mid-Cap Growth FGVBX Fidelity V3 Growth Strategic S2 0% 3 60 0 2% 0%
Average Expense Ratio: 1.1%
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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 1.6% 3.6% 3.7% 4.5% 5.1% 5.7%

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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 53 funds. It covers 4 major asset classes and 25 minor asset classes. The major asset classes it covers are US Equity, Fixed Income, Foreign Equity and REITs.


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