MyPlanIQ 401k Investor First Great West Life & Annuity Ins VARIFUND ANNUITY (NY) B SHARES

First Great West Life & Annuity Ins VARIFUND ANNUITY (NY) B SHARES

This Plan is unrated.
Investment Options
Total Available Funds: 16
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend FAOAX Fidelity VIP Overseas Init
Others
Moderate Allocation FASMX Fidelity V5 Asset Manager Init
Technology SLMCX Seligman Portfolio Comms & Info 1
FIXED INCOME
High Yield Bond SPHIX Fidelity VIP High Income Init
US EQUITY
LARGE BLEND DGAGX Dreyfus Var Inv Appreciation I
LARGE GROWTH FCNTX Fidelity V2 Contrafund Init
LARGE GROWTH JAGRX Janus Aspen Overseas Inst
Total Available Funds: 16
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend FAOAX Fidelity VIP Overseas Init
Others
Moderate Allocation FASMX Fidelity V5 Asset Manager Init
Technology SLMCX Seligman Portfolio Comms & Info 1
FIXED INCOME
High Yield Bond SPHIX Fidelity VIP High Income Init
US EQUITY
LARGE BLEND DGAGX Dreyfus Var Inv Appreciation I
LARGE GROWTH FCNTX Fidelity V2 Contrafund Init
LARGE GROWTH JAGRX Janus Aspen Overseas Inst
LARGE GROWTH FAGCX Fidelity V3 Growth Opportunities Init
LARGE BLEND FUSEX Fidelity V2 Index 500 Init
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 GROWTH DGRIX Dreyfus Var Inv Growth & Income I
LARGE GROWTH DAPAX Dreyfus Socially Responsible Init
Total Available Funds: 16
  • 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 Blend FAOAX Fidelity VIP Overseas Init 46% 3 60 0 2.16% 0.69%
Others
Moderate Allocation FASMX Fidelity V5 Asset Manager Init 76% 3 60 0 0.92% 2.14%
Technology SLMCX Seligman Portfolio Comms & Info 1 46% 3 60 0 1.43% 5.19%
FIXED INCOME
High Yield Bond SPHIX Fidelity VIP High Income Init 92% 3 60 0 1.16% 4.08%
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 Overseas Inst 89% 3 60 0 0.81% 0.12%
LARGE GROWTH FAGCX Fidelity V3 Growth Opportunities Init 85% 3 60 0 1.65% 0%
LARGE BLEND FUSEX Fidelity V2 Index 500 Init 79% 3 60 0 0.09% 1.79%
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 55% 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 GROWTH DGRIX Dreyfus Var Inv Growth & Income I 0% 3 60 0 1.03% 0%
LARGE GROWTH DAPAX Dreyfus Socially Responsible Init 0% 3 60 0 1.15% 0.05%
Average Expense Ratio: 1.02%
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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 5.5% 16.4% 4.7% 8.3% 6.8% 7.6%

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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 17 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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