MyPlanIQ 401k Investor Ameritas Life Insurance Corp OVERTURE ANNUITY II X B SHARES

Ameritas Life Insurance Corp OVERTURE ANNUITY II X B SHARES

This Plan is unrated.
Investment Options
Total Available Funds: 22
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE UUSRX UIF US Real Estate I
Emerging Market
DIVERSIFIED EMERGING MKTS UEMEX UIF Emerging Mrkt Equity I
INTERNATIONAL EQUITY
WORLD STOCK TAVFX Third Avenue Value
Foreign Large Blend FAOAX Fidelity VIP Ovseas Init
Others
Moderate Allocation FASMX Fidelity V5 Asset Manager Init
Utilities MMUIX MFS VIT Utility I
Moderate Allocation ABLOX Alger Portfolio Balanced I-2
FIXED INCOME
High Yield Bond SPHIX Fidelity VIP High Income Init
Multisector Bond MFIIX MFS VIT Strategic Income I
Intermediate-Term Bond FBNDX Fidelity V5 Investment Grade Bond Init
Total Available Funds: 22
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE UUSRX UIF US Real Estate I
Emerging Market
DIVERSIFIED EMERGING MKTS UEMEX UIF Emerging Mrkt Equity I
INTERNATIONAL EQUITY
WORLD STOCK TAVFX Third Avenue Value
Foreign Large Blend FAOAX Fidelity VIP Ovseas Init
Others
Moderate Allocation FASMX Fidelity V5 Asset Manager Init
Utilities MMUIX MFS VIT Utility I
Moderate Allocation ABLOX Alger Portfolio Balanced I-2
Moderate Allocation CSIFX Calvert VP SRI Balanced
ROOT CASH Calvert VP Money Market
FIXED INCOME
High Yield Bond SPHIX Fidelity VIP High Income Init
Multisector Bond MFIIX MFS VIT Strategic Income I
Intermediate-Term Bond FBNDX Fidelity V5 Investment Grade Bond Init
US EQUITY
SMALL BLEND IWM Calvert VP Russell 2000 I
LARGE VALUE FEQIX Fidelity VIP Equity-Income Init
LARGE GROWTH FCNTX Fidelity V2 Contrafund Init
MID-CAP BLEND IJH Calvert VP S&P Mid Cap 400 I
LARGE GROWTH NASDX Calvert VP Nasdaq 100
Small Growth MNDIX MFS VIT Nw Discovery I
Mid-Cap Growth CCAFX Calvert VP SRI Mid Capital Growth
LARGE GROWTH EPGAX Fidelity VIP Growth Init
MID-CAP BLEND CMVAX Calvert VP Mid Cap Value
Mid-Cap Growth IDYAX Invesco VI Dynamics I
Total Available Funds: 22
  • 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 UUSRX UIF US Real Estate I 0% 3 60 0 NA 1.32%
Emerging Market
DIVERSIFIED EMERGING MKTS UEMEX UIF Emerging Mrkt Equity I 0% 3 60 0 NA 0.5%
INTERNATIONAL EQUITY
WORLD STOCK TAVFX Third Avenue Value 100% 3 60 0 1.1% 4.69%
Foreign Large Blend FAOAX Fidelity VIP Ovseas Init 46% 3 60 0 2.16% 0.77%
Others
Moderate Allocation FASMX Fidelity V5 Asset Manager Init 76% 3 60 0 0.92% 2.33%
Utilities MMUIX MFS VIT Utility I 66% 3 60 0 1% 5.64%
Moderate Allocation ABLOX Alger Portfolio Balanced I-2 57% 3 60 0 1.04% 1.83%
Moderate Allocation CSIFX Calvert VP SRI Balanced 31% 3 60 0 1.67% 2.52%
ROOT CASH Calvert VP Money Market 0% 3 60 0 NA 2.67%
FIXED INCOME
High Yield Bond SPHIX Fidelity VIP High Income Init 92% 3 60 0 1.16% 5.84%
Multisector Bond MFIIX MFS VIT Strategic Income I 81% 3 60 0 0.73% 5.15%
Intermediate-Term Bond FBNDX Fidelity V5 Investment Grade Bond Init 76% 3 60 0 0.76% 3.82%
US EQUITY
SMALL BLEND IWM Calvert VP Russell 2000 I 99% 3 60 0 0.19% 1.42%
LARGE VALUE FEQIX Fidelity VIP Equity-Income Init 98% 3 60 0 0.57% 4.79%
LARGE GROWTH FCNTX Fidelity V2 Contrafund Init 96% 3 60 0 0.55% 3.5%
MID-CAP BLEND IJH Calvert VP S&P Mid Cap 400 I 95% 3 60 0 0.05% 1.04%
LARGE GROWTH NASDX Calvert VP Nasdaq 100 92% 3 60 0 0.26% 7.86%
Small Growth MNDIX MFS VIT Nw Discovery I 87% 3 60 0 1.29% 0%
Mid-Cap Growth CCAFX Calvert VP SRI Mid Capital Growth 33% 3 60 0 1.18% 0%
LARGE GROWTH EPGAX Fidelity VIP Growth Init 31% 3 60 0 0.72% 0.62%
MID-CAP BLEND CMVAX Calvert VP Mid Cap Value 29% 3 60 0 NA 0%
Mid-Cap Growth IDYAX Invesco VI Dynamics I 0% 3 60 0 1.11% 1.05%
Average Expense Ratio: 0.91%
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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 4.3% 9.0% 3.8% 5.7% 5.0% 7.5%

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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 27 funds. It covers 5 major asset classes and 15 minor asset classes. The major asset classes it covers are US Equity, Fixed Income, Foreign Equity, Emerging Market Equity and REITs.

This plan also represents Ameritas Life Insurance Corp OVERTURE ANNUITY III-PLUS B SHARES。



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