MyPlanIQ 401k Investor Farm Bureau Life Insurance Co VARIABLE ANNUITY CONTRACT B SHARES

Farm Bureau Life Insurance Co VARIABLE ANNUITY CONTRACT B SHARES

This Plan is unrated.
Investment Options
Total Available Funds: 34
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE FRESX Fidelity V4 Real Estate S2
INTERNATIONAL EQUITY
Foreign Large Growth PRITX T Rowe Price Institutional International Stock
Foreign Large Blend EFA Calvert VP EAFE International F
WORLD STOCK KGDAX DWS I Global Opportunity A
Others
Moderate Allocation TRPBX T Rowe Price Equity P S Balanced
ROOT CASH EquiTrust VIS Money Market Svc
Moderate Allocation FMNAX EquiTrust VIS Managed Svc
FIXED INCOME
High Yield Bond SPHIX Fidelity VIP High Income S2
WORLD BOND TPINX Franklin VIP Global Bond 2
Intermediate Government FKUSX Franklin VIP US Government 2
Total Available Funds: 34
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE FRESX Fidelity V4 Real Estate S2
INTERNATIONAL EQUITY
Foreign Large Growth PRITX T Rowe Price Institutional International Stock
Foreign Large Blend EFA Calvert VP EAFE International F
WORLD STOCK KGDAX DWS I Global Opportunity A
WORLD STOCK SGQAX DWS II Global Thematic A
Foreign Large Blend CISAX Columbia VIT International A
Others
Moderate Allocation TRPBX T Rowe Price Equity P S Balanced
ROOT CASH EquiTrust VIS Money Market Svc
Moderate Allocation FMNAX EquiTrust VIS Managed Svc
FIXED INCOME
High Yield Bond SPHIX Fidelity VIP High Income S2
WORLD BOND TPINX Franklin VIP Global Bond 2
Intermediate Government FKUSX Franklin VIP US Government 2
Multisector Bond FSYAX EquiTrust VIS Strategic Yd Svc
Intermediate-Term Bond FHBAX EquiTrust VIS High Grd Svc
US EQUITY
SMALL BLEND IWM Calvert VP Russell 2000 F
LARGE VALUE PRFDX T Rowe Price Equity Equity Income
LARGE GROWTH FCNTX Fidelity V2 Contrafund S2
MID-CAP BLEND IJH Calvert VP S&P Mid Cap 400 F
LARGE GROWTH NASDX Calvert VP Nasdaq 100
LARGE GROWTH PRWAX T Rowe Price Equity New America
LARGE BLEND FUSEX Fidelity V2 Index 500 S2
SMALL BLEND VSSCX JPMorgan Ins Trust Small Cap Core 2
SMALL VALUE FRVLX Franklin VIP Small Cap Value 2
LARGE VALUE TESIX Franklin VIP Mut Shares 2
Mid-Cap Growth OSGIX JPMorgan Ins Trust Dv Mid Cap Growth 1
LARGE GROWTH JIGAX JPMorgan Ins Trust In Growth 1
LARGE GROWTH EPGAX Fidelity VIP Growth S2
MID-CAP BLEND PECAX JPMorgan Ins Trust Intrepid Mid Cap 1
MID-CAP BLEND FMEIX Fidelity V3 Mid Cap S2
LARGE BLEND FVGAX EquiTrust VIS Value Growth Svc
LARGE BLEND FBUAX EquiTrust VIS Blue Chip Svc
Small Growth CGOBX Columbia VIT Small Cap Growth B
SMALL VALUE CSSBX Columbia VIT Small Cap Value B
MID-CAP VALUE CMUBX Columbia VIT Mid Cap Value B
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 FRESX Fidelity V4 Real Estate S2 97% 3 60 0 0.72% 2.28%
INTERNATIONAL EQUITY
Foreign Large Growth PRITX T Rowe Price Institutional International Stock 100% 3 60 0 1.4% 1.08%
Foreign Large Blend EFA Calvert VP EAFE International F 100% 3 60 0 0.33% 2.9%
WORLD STOCK KGDAX DWS I Global Opportunity A 51% 3 60 0 1.12% 4.65%
WORLD STOCK SGQAX DWS II Global Thematic A 44% 3 60 0 0.92% 3.08%
Foreign Large Blend CISAX Columbia VIT International A 0% 3 60 0 NA NA
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 Svc 0% 3 60 0 NA 4.14%
Moderate Allocation FMNAX EquiTrust VIS Managed Svc 0% 3 60 0 NA NA
FIXED INCOME
High Yield Bond SPHIX Fidelity VIP High Income S2 92% 3 60 0 1.16% 4.08%
WORLD BOND TPINX Franklin VIP Global Bond 2 73% 3 60 0 0.96% 3.86%
Intermediate Government FKUSX Franklin VIP US Government 2 57% 3 60 0 1.12% 3.05%
Multisector Bond FSYAX EquiTrust VIS Strategic Yd Svc 0% 3 60 0 NA NA
Intermediate-Term Bond FHBAX EquiTrust VIS High Grd Svc 0% 3 60 0 NA 0%
US EQUITY
SMALL BLEND IWM Calvert VP Russell 2000 F 99% 3 60 0 0.19% 1.33%
LARGE VALUE PRFDX T Rowe Price Equity Equity Income 97% 3 60 0 1.23% 1.94%
LARGE GROWTH FCNTX Fidelity V2 Contrafund S2 96% 3 60 0 0.55% 4.32%
MID-CAP BLEND IJH Calvert VP S&P Mid Cap 400 F 95% 3 60 0 0.05% 1.4%
LARGE GROWTH NASDX Calvert VP Nasdaq 100 92% 3 60 0 0.26% 7.57%
LARGE GROWTH PRWAX T Rowe Price Equity New America 90% 3 60 0 1.06% 5.16%
LARGE BLEND FUSEX Fidelity V2 Index 500 S2 79% 3 60 0 0.09% 1.79%
SMALL BLEND VSSCX JPMorgan Ins Trust Small Cap Core 2 75% 3 60 0 0.89% 0.21%
SMALL VALUE FRVLX Franklin VIP Small Cap Value 2 55% 3 60 0 1.73% 0.35%
LARGE VALUE TESIX Franklin VIP Mut Shares 2 45% 3 60 0 1.25% 3.09%
Mid-Cap Growth OSGIX JPMorgan Ins Trust Dv Mid Cap Growth 1 44% 3 60 0 0.95% 0%
LARGE GROWTH JIGAX JPMorgan Ins Trust In Growth 1 33% 3 60 0 0.84% 0.67%
LARGE GROWTH EPGAX Fidelity VIP Growth S2 31% 3 60 0 0.72% 1.7%
MID-CAP BLEND PECAX JPMorgan Ins Trust Intrepid Mid Cap 1 31% 3 60 0 1.09% 0%
MID-CAP BLEND FMEIX Fidelity V3 Mid Cap S2 0% 3 60 0 0.45% 1.03%
LARGE BLEND FVGAX EquiTrust VIS Value Growth Svc 0% 3 60 0 NA NA
LARGE BLEND FBUAX EquiTrust VIS Blue Chip Svc 0% 3 60 0 NA 0%
Small Growth CGOBX Columbia VIT Small Cap Growth B 0% 3 60 0 2.04% 0%
SMALL VALUE CSSBX Columbia VIT Small Cap Value B 0% 3 60 0 2.08% 11.52%
MID-CAP VALUE CMUBX Columbia VIT Mid Cap Value B 0% 3 60 0 1.94% 3.59%
Average Expense Ratio: 0.96%
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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 2.8% 6.4% -1.1% 3.5% 4.3% 7.3%

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


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