MyPlanIQ 401k Investor Canada Life Insurance of America VARIFUND B SHARES

Canada Life Insurance of America VARIFUND B SHARES

This Plan is unrated.
Investment Options
Total Available Funds: 40
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE REPIX ProFund VP Real Estate
INTERNATIONAL EQUITY
Foreign Large Blend FAOAX Fidelity VIP Ovseas Init
Others
Bear Market SHPIX ProFund VP Short Small Cap
EQUITY PRECIOUS METALS PMPIX ProFund VP Precious Metals
Bear Market SOPIX ProFund VP Short NASDAQ-100
FIXED INCOME
High Yield Bond SPHIX Fidelity VIP High Income Init
Intermediate-Term Bond FBNDX Fidelity V5 Investment Grade Bond Init
LONG GOVERNMENT GVPIX ProFund VP US Gov Plus
US EQUITY
LARGE BLEND DGAGX Dreyfus Var Inv Appreciation I
LARGE GROWTH FCNTX Fidelity V2 Contrafund Init
LARGE GROWTH JAGRX Janus Aspen Ovseas Inst
Total Available Funds: 40
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE REPIX ProFund VP Real Estate
INTERNATIONAL EQUITY
Foreign Large Blend FAOAX Fidelity VIP Ovseas Init
Others
Bear Market SHPIX ProFund VP Short Small Cap
EQUITY PRECIOUS METALS PMPIX ProFund VP Precious Metals
Bear Market SOPIX ProFund VP Short NASDAQ-100
Equity Energy ENPIX ProFund VP Oil & Gas
Health PHPIX ProFund VP Pharmaceuticals
Health HCPIX ProFund VP Health Care
Consumer Staples CNPIX ProFund VP Consumer Goods
Technology TEPIX ProFund VP Technology
Bear Market RRPIX ProFund VP Rising Return Opportunities
Moderate Allocation FASMX Fidelity V5 Asset Manager Init
Industrials IDPIX ProFund VP Industrials
Financial FNPIX ProFund VP Financials
Natural Resources GHAAX Van Eck Ww Hard Asset Inl
Technology SLMCX Seligman Portfolio Common&Inflation 1
Consumer Discretionary CYPSX ProFund VP Consumer Services
Long-Short VMAAX Van Eck Ww Multi-Manager Alternatives Inl
Communications TCPIX ProFund VP Telecomm
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
LONG GOVERNMENT GVPIX ProFund VP US Gov Plus
US EQUITY
LARGE BLEND DGAGX Dreyfus Var Inv Appreciation I
LARGE GROWTH FCNTX Fidelity V2 Contrafund Init
LARGE GROWTH JAGRX Janus Aspen Ovseas Inst
LARGE GROWTH GSTIX Goldman VIT Strategic Growth I
LARGE GROWTH FAGCX Fidelity V3 Growth Opportunities Init
LARGE VALUE GSLIX Goldman VIT Large Cap Value I
LARGE BLEND FUSEX Fidelity V2 Index 500 Init
MID-CAP BLEND UMPIX ProFund VP UltraMid-Cap
LARGE BLEND GSELX Goldman VIT Structured Equity I
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
Mid-Cap Growth AMGOX Alger Portfolio Mid Cap Growth I-2
LARGE GROWTH EPGAX Fidelity VIP Growth Init
LARGE BLEND BMPIX ProFund VP Basic Material
LARGE GROWTH DGRIX Dreyfus Var Inv Growth & Income I
LARGE GROWTH DAPAX Dreyfus Social Resp Init
Total Available Funds: 40
  • 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 REPIX ProFund VP Real Estate 76% 3 60 0 1.55% 0.76%
INTERNATIONAL EQUITY
Foreign Large Blend FAOAX Fidelity VIP Ovseas Init 46% 3 60 0 2.16% 0.69%
Others
Bear Market SHPIX ProFund VP Short Small Cap 88% 3 60 0 1.78% 17.28%
EQUITY PRECIOUS METALS PMPIX ProFund VP Precious Metals 84% 3 60 0 1.53% 0%
Bear Market SOPIX ProFund VP Short NASDAQ-100 83% 3 60 0 1.78% 7.15%
Equity Energy ENPIX ProFund VP Oil & Gas 82% 3 60 0 1.51% 2.99%
Health PHPIX ProFund VP Pharmaceuticals 80% 3 60 0 1.78% 0.44%
Health HCPIX ProFund VP Health Care 80% 3 60 0 1.61% 0%
Consumer Staples CNPIX ProFund VP Consumer Goods 79% 3 60 0 1.78% 1.53%
Technology TEPIX ProFund VP Technology 77% 3 60 0 1.58% 0%
Bear Market RRPIX ProFund VP Rising Return Opportunities 76% 3 60 0 1.52% 0%
Moderate Allocation FASMX Fidelity V5 Asset Manager Init 76% 3 60 0 0.92% 2.14%
Industrials IDPIX ProFund VP Industrials 75% 3 60 0 1.78% 0%
Financial FNPIX ProFund VP Financials 66% 3 60 0 2.73% 0%
Natural Resources GHAAX Van Eck Ww Hard Asset Inl 49% 3 60 0 0.95% 2.69%
Technology SLMCX Seligman Portfolio Common&Inflation 1 46% 3 60 0 1.43% 5.19%
Consumer Discretionary CYPSX ProFund VP Consumer Services 25% 3 60 0 2.54% 0%
Long-Short VMAAX Van Eck Ww Multi-Manager Alternatives Inl 0% 3 60 0 2.84% 0.15%
Communications TCPIX ProFund VP Telecomm 0% 3 60 0 1.78% 100.56%
ROOT CASH Fidelity V5 Money Market Init 0% 3 60 0 NA 4.14%
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%
LONG GOVERNMENT GVPIX ProFund VP US Gov Plus 62% 3 60 0 2.7% 4.22%
US EQUITY
LARGE BLEND DGAGX Dreyfus Var Inv Appreciation I 97% 3 60 0 0.66% 0.57%
LARGE GROWTH FCNTX Fidelity V2 Contrafund Init 96% 3 60 0 0.55% 4.32%
LARGE GROWTH JAGRX Janus Aspen Ovseas Inst 89% 3 60 0 0.81% 0.12%
LARGE GROWTH GSTIX Goldman VIT Strategic Growth I 88% 3 60 0 1.03% 0%
LARGE GROWTH FAGCX Fidelity V3 Growth Opportunities Init 85% 3 60 0 1.65% 0%
LARGE VALUE GSLIX Goldman VIT Large Cap Value I 83% 3 60 0 1.29% 4.86%
LARGE BLEND FUSEX Fidelity V2 Index 500 Init 79% 3 60 0 0.09% 1.79%
MID-CAP BLEND UMPIX ProFund VP UltraMid-Cap 73% 3 60 0 1.59% 0.55%
LARGE BLEND GSELX Goldman VIT Structured Equity I 66% 3 60 0 0.55% 2.06%
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%
Mid-Cap Growth AMGOX Alger Portfolio Mid Cap Growth I-2 46% 3 60 0 0.97% 0%
LARGE GROWTH EPGAX Fidelity VIP Growth Init 31% 3 60 0 0.72% 1.7%
LARGE BLEND BMPIX ProFund VP Basic Material 26% 3 60 0 1.78% 0.93%
LARGE GROWTH DGRIX Dreyfus Var Inv Growth & Income I 0% 3 60 0 1.03% 0%
LARGE GROWTH DAPAX Dreyfus Social Resp Init 0% 3 60 0 1.15% 0.05%
Average Expense Ratio: 1.41%
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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 4.8% 15.6% 4.0% 8.5% 6.6% 8.7%

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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 41 funds. It covers 4 major asset classes and 24 minor asset classes. The major asset classes it covers are US Equity, Fixed Income, Foreign Equity and REITs.


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