MyPlanIQ 401k Investor Ameritas Life Insurance Corp AMERITAS NO-LOAD VARIABLE ANNUITY C SHARES

Ameritas Life Insurance Corp AMERITAS NO-LOAD VARIABLE ANNUITY C SHARES

This Plan is unrated.
Investment Options
Total Available Funds: 34
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE VGSIX Vanguard Var Ins REIT I
INTERNATIONAL EQUITY
WORLD STOCK TAVFX Third Avenue Value
Foreign Large Blend VGTSX Vanguard Var Ins International I
Others
Bear Market RYARX Rydex|SGI Var Inv S&P Strategic
Technology FTPIX Invesco VI Technology I
Health GTHIX Invesco VI Global Health Care I
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Var Ins Total Bond Market I
High Yield Bond VWEHX Vanguard Var Ins High Yield Bond I
High Yield Bond SPHIX Fidelity VIP High Income Svc
Total Available Funds: 34
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE VGSIX Vanguard Var Ins REIT I
INTERNATIONAL EQUITY
WORLD STOCK TAVFX Third Avenue Value
Foreign Large Blend VGTSX Vanguard Var Ins International I
Others
Bear Market RYARX Rydex|SGI Var Inv S&P Strategic
Technology FTPIX Invesco VI Technology I
Health GTHIX Invesco VI Global Health Care I
Moderate Allocation CSIFX Calvert VP SRI Balanced
EQUITY PRECIOUS METALS RYMNX Rydex|SGI Var Precious Metals
ROOT CASH Vanguard Var Ins Money Market I
Financial FSFSX Invesco VI Financial Services I
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Var Ins Total Bond Market I
High Yield Bond VWEHX Vanguard Var Ins High Yield Bond I
High Yield Bond SPHIX Fidelity VIP High Income Svc
LONG GOVERNMENT RYABX Rydex|SGI Var Government Long Bond 1.2x Strategic
Intermediate-Term Bond FBNDX Fidelity V5 Investment Grade Bond Init
Short-Term Bond NSBTX Neuberger Berman AMT Short Duration I
US EQUITY
LARGE VALUE VEIPX Vanguard Var Ins Equity In I
LARGE BLEND VFINX Vanguard Var Ins Equity Id I
LARGE GROWTH FCNTX Fidelity V2 Contrafund Svc
LARGE GROWTH JAGRX Janus Aspen Janus Inst
Mid-Cap Growth NBMTX Neuberger Berman AMT Growth I
LARGE BLEND NBPTX Neuberger Berman AMT Partners I
LARGE BLEND NBPTX Neuberger Berman AMT Partners I
LARGE GROWTH VIGIX Vanguard Var Ins Growth I
SMALL BLEND VSCIX Vanguard Var Ins Small Company I
LARGE VALUE VIVIX Vanguard Var Ins Dicversified I
MID-CAP BLEND VMCIX Vanguard Var Ins Mid Cap Id I
LARGE GROWTH RYATX Rydex|SGI Var NASDAQ-100
MID-CAP BLEND SOPVX WFVT Opportunity
LARGE BLEND RYANX Rydex|SGI Var Nova
Mid-Cap Growth CCAFX Calvert VP SRI Mid Capital Growth
SMALL BLEND SZCAX DWS VIT Small Cap Index A
Mid-Cap Growth WFDAX WFVT Discovery
MID-CAP BLEND FMEIX Fidelity V3 Mid Cap Svc
Total Available Funds: 34
  • 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
REAL ESTATE VGSIX Vanguard Var Ins REIT I 81% 3 60 0 0.12% 3.99%
INTERNATIONAL EQUITY
WORLD STOCK TAVFX Third Avenue Value 100% 3 60 0 1.1% 4.69%
Foreign Large Blend VGTSX Vanguard Var Ins International I 16% 3 60 0 0.08% 3.38%
Others
Bear Market RYARX Rydex|SGI Var Inv S&P Strategic 57% 3 60 0 1.44% 2.84%
Technology FTPIX Invesco VI Technology I 56% 3 60 0 1.13% 0.67%
Health GTHIX Invesco VI Global Health Care I 36% 3 60 0 1.04% 0%
Moderate Allocation CSIFX Calvert VP SRI Balanced 31% 3 60 0 1.67% 2.52%
EQUITY PRECIOUS METALS RYMNX Rydex|SGI Var Precious Metals 28% 3 60 0 2.28% 3.66%
ROOT CASH Vanguard Var Ins Money Market I 0% 3 60 0 NA 2.67%
Financial FSFSX Invesco VI Financial Services I 0% 3 60 0 NA 0%
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Var Ins Total Bond Market I 100% 3 60 0 0.15% 3.28%
High Yield Bond VWEHX Vanguard Var Ins High Yield Bond I 95% 3 60 0 0.13% 6.13%
High Yield Bond SPHIX Fidelity VIP High Income Svc 92% 3 60 0 1.16% 5.84%
LONG GOVERNMENT RYABX Rydex|SGI Var Government Long Bond 1.2x Strategic 81% 3 60 0 1.96% 2.98%
Intermediate-Term Bond FBNDX Fidelity V5 Investment Grade Bond Init 76% 3 60 0 0.76% 3.82%
Short-Term Bond NSBTX Neuberger Berman AMT Short Duration I 38% 3 60 0 0.35% 4.75%
US EQUITY
LARGE VALUE VEIPX Vanguard Var Ins Equity In I 99% 3 60 0 0.27% 2.94%
LARGE BLEND VFINX Vanguard Var Ins Equity Id I 98% 3 60 0 0.14% 1.48%
LARGE GROWTH FCNTX Fidelity V2 Contrafund Svc 96% 3 60 0 0.55% 3.5%
LARGE GROWTH JAGRX Janus Aspen Janus Inst 89% 3 60 0 0.81% 0.14%
Mid-Cap Growth NBMTX Neuberger Berman AMT Growth I 86% 3 60 0 1.31% 3.32%
LARGE BLEND NBPTX Neuberger Berman AMT Partners I 84% 3 60 0 0.51% 2.14%
LARGE BLEND NBPTX Neuberger Berman AMT Partners I 84% 3 60 0 0.51% 2.14%
LARGE GROWTH VIGIX Vanguard Var Ins Growth I 83% 3 60 0 0.04% 0.66%
SMALL BLEND VSCIX Vanguard Var Ins Small Company I 80% 3 60 0 0.05% 1.67%
LARGE VALUE VIVIX Vanguard Var Ins Dicversified I 79% 3 60 0 0.04% 2.74%
MID-CAP BLEND VMCIX Vanguard Var Ins Mid Cap Id I 72% 3 60 0 0.04% 1.74%
LARGE GROWTH RYATX Rydex|SGI Var NASDAQ-100 59% 3 60 0 1.49% 0%
MID-CAP BLEND SOPVX WFVT Opportunity 39% 3 60 0 0.72% 4.25%
LARGE BLEND RYANX Rydex|SGI Var Nova 34% 3 60 0 1.51% 0.74%
Mid-Cap Growth CCAFX Calvert VP SRI Mid Capital Growth 33% 3 60 0 1.18% 0%
SMALL BLEND SZCAX DWS VIT Small Cap Index A 26% 3 60 0 1.21% 0.48%
Mid-Cap Growth WFDAX WFVT Discovery 24% 3 60 0 0.88% 0%
MID-CAP BLEND FMEIX Fidelity V3 Mid Cap Svc 0% 3 60 0 0.45% 4.2%
Average Expense Ratio: 0.79%
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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 4.5% 13.1% 2.3% 5.8% 4.8% 7.0%

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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 35 funds. It covers 4 major asset classes and 19 minor asset classes. The major asset classes it covers are US Equity, Fixed Income, Foreign Equity and REITs.


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