MyPlanIQ 401k Investor Farm Bureau Life Insurance Co INDIVIDUAL FLEX PREM DEFERRED VA B SHARES

Farm Bureau Life Insurance Co INDIVIDUAL FLEX PREM DEFERRED VA B SHARES

This Plan is unrated.
Investment Options
Total Available Funds: 15
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth PRITX T Rowe Price Institutional Institutional St
Foreign Large Blend FAOAX Fidelity VIP Ovseas Init
Others
Moderate Allocation TRPBX T Rowe Price Equity P S Balanced
ROOT CASH EquiTrust VIS Money Market Inl
Moderate Allocation FMNAX EquiTrust VIS Managed Inl
FIXED INCOME
Multisector Bond FSYAX EquiTrust VIS Strategic Yd Inl
Intermediate-Term Bond FHBAX EquiTrust VIS High Grd Inl
US EQUITY
LARGE GROWTH FCNTX Fidelity V2 Contrafund Init
LARGE GROWTH PRWAX T Rowe Price Equity New America
Mid-Cap Growth RPMGX T Rowe Price Equity Mid Cap G
Total Available Funds: 15
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth PRITX T Rowe Price Institutional Institutional St
Foreign Large Blend FAOAX Fidelity VIP Ovseas Init
Others
Moderate Allocation TRPBX T Rowe Price Equity P S Balanced
ROOT CASH EquiTrust VIS Money Market Inl
Moderate Allocation FMNAX EquiTrust VIS Managed Inl
FIXED INCOME
Multisector Bond FSYAX EquiTrust VIS Strategic Yd Inl
Intermediate-Term Bond FHBAX EquiTrust VIS High Grd Inl
US EQUITY
LARGE GROWTH FCNTX Fidelity V2 Contrafund Init
LARGE GROWTH PRWAX T Rowe Price Equity New America
Mid-Cap Growth RPMGX T Rowe Price Equity Mid Cap G
LARGE BLEND FUSEX Fidelity V2 Index 500 Init
LARGE GROWTH FGIOX Fidelity V3 Growth&Income Init
LARGE GROWTH EPGAX Fidelity VIP Growth Init
LARGE BLEND FVGAX EquiTrust VIS Value Growth Inl
LARGE BLEND FBUAX EquiTrust VIS Blue Chip Inl
Total Available Funds: 15
  • 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
INTERNATIONAL EQUITY
Foreign Large Growth PRITX T Rowe Price Institutional Institutional St 100% 3 60 0 1.4% 1.08%
Foreign Large Blend FAOAX Fidelity VIP Ovseas Init 46% 3 60 0 2.16% 0.69%
Others
Moderate Allocation TRPBX T Rowe Price Equity P S Balanced 84% 3 60 0 0.71% 7.06%
ROOT CASH EquiTrust VIS Money Market Inl 0% 3 60 0 NA 4.14%
Moderate Allocation FMNAX EquiTrust VIS Managed Inl 0% 3 60 0 NA NA
FIXED INCOME
Multisector Bond FSYAX EquiTrust VIS Strategic Yd Inl 0% 3 60 0 NA NA
Intermediate-Term Bond FHBAX EquiTrust VIS High Grd Inl 0% 3 60 0 NA 0%
US EQUITY
LARGE GROWTH FCNTX Fidelity V2 Contrafund Init 96% 3 60 0 0.55% 4.32%
LARGE GROWTH PRWAX T Rowe Price Equity New America 90% 3 60 0 1.06% 5.16%
Mid-Cap Growth RPMGX T Rowe Price Equity Mid Cap G 87% 3 60 0 1.29% 6.44%
LARGE BLEND FUSEX Fidelity V2 Index 500 Init 79% 3 60 0 0.09% 1.79%
LARGE GROWTH FGIOX Fidelity V3 Growth&Income Init 74% 3 60 0 1.15% 1.75%
LARGE GROWTH EPGAX Fidelity VIP Growth Init 31% 3 60 0 0.72% 1.7%
LARGE BLEND FVGAX EquiTrust VIS Value Growth Inl 0% 3 60 0 NA NA
LARGE BLEND FBUAX EquiTrust VIS Blue Chip Inl 0% 3 60 0 NA 0%
Average Expense Ratio: 1.01%
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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 6.4% 15.6% 4.3% 6.6% 5.9% 7.7%

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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 15 funds. It covers 3 major asset classes and 8 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.


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