MyPlanIQ 401k Investor Northbrook Life Insurance Co MORGAN STANLEY VARIABLE ANNUITY II IB B SHARES

Northbrook Life Insurance Co MORGAN STANLEY VARIABLE ANNUITY II IB B SHARES

This Plan is unrated.
Investment Options
Total Available Funds: 14
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE UUSRX UIF US Real Estate I
Emerging Market
DIVERSIFIED EMERGING MKTS UEMEX UIF Emerging Market Equity I
INTERNATIONAL EQUITY
EUROPE STOCK EUGAX Morgan Stanley European Equity X
WORLD STOCK UTLAX Morgan Stanley Global Infr X
Others
Moderate Allocation MPBAX Morgan Stanley Income Bldr X
World Allocation UIMPX UIF Global Tact Asset Al I
Moderate Allocation SRTAX Morgan Stanley Strategist X
FIXED INCOME
Short-Term Bond MPLDX Morgan Stanley Limited Duration X
US EQUITY
LARGE BLEND VFINX Morgan Stanley SP 500 Index X
LARGE GROWTH IVKGX Van Kampen LIT Cap Growth 1
LARGE GROWTH UEGIX UIF Capital Growth I
Total Available Funds: 14
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE UUSRX UIF US Real Estate I
Emerging Market
DIVERSIFIED EMERGING MKTS UEMEX UIF Emerging Market Equity I
INTERNATIONAL EQUITY
EUROPE STOCK EUGAX Morgan Stanley European Equity X
WORLD STOCK UTLAX Morgan Stanley Global Infr X
Others
Moderate Allocation MPBAX Morgan Stanley Income Bldr X
World Allocation UIMPX UIF Global Tact Asset Al I
Moderate Allocation SRTAX Morgan Stanley Strategist X
ROOT CASH Morgan Stanley Money Market X
FIXED INCOME
Short-Term Bond MPLDX Morgan Stanley Limited Duration X
US EQUITY
LARGE BLEND VFINX Morgan Stanley SP 500 Index X
LARGE GROWTH IVKGX Van Kampen LIT Cap Growth 1
LARGE GROWTH UEGIX UIF Capital Growth I
LARGE GROWTH MSAGX Morgan Stanley Cap Opportunity X
LARGE GROWTH MGEIX Morgan Stanley Aggressive Equity X
Total Available Funds: 14
  • 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 Market Equity I 0% 3 60 0 NA 0.5%
INTERNATIONAL EQUITY
EUROPE STOCK EUGAX Morgan Stanley European Equity X 18% 3 60 0 2.15% 0%
WORLD STOCK UTLAX Morgan Stanley Global Infr X 0% 3 60 0 1.14% 15.36%
Others
Moderate Allocation MPBAX Morgan Stanley Income Bldr X 85% 3 60 0 1.84% 1.38%
World Allocation UIMPX UIF Global Tact Asset Al I 0% 3 60 0 NA 1.22%
Moderate Allocation SRTAX Morgan Stanley Strategist X 0% 3 60 0 0.98% 7.62%
ROOT CASH Morgan Stanley Money Market X 0% 3 60 0 NA 2.61%
FIXED INCOME
Short-Term Bond MPLDX Morgan Stanley Limited Duration X 0% 3 60 0 0.55% 3.07%
US EQUITY
LARGE BLEND VFINX Morgan Stanley SP 500 Index X 97% 3 60 0 0.14% 1.25%
LARGE GROWTH IVKGX Van Kampen LIT Cap Growth 1 0% 3 60 0 NA NA
LARGE GROWTH UEGIX UIF Capital Growth I 0% 3 60 0 NA 16.68%
LARGE GROWTH MSAGX Morgan Stanley Cap Opportunity X 0% 3 60 0 1% 0%
LARGE GROWTH MGEIX Morgan Stanley Aggressive Equity X 0% 3 60 0 0.88% 8.52%
Average Expense Ratio: 1.08%
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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 -2.5% 4.3% 3.7% 6.2% 4.5% 6.1%

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Strategic Asset Allocation - Optimal: Click here to see this strategy description
Optimal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click to Create Model Portfolio

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Tactical Asset Allocation: Click here to see this strategy description
Dynamic Asset Switching YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow -1.8% 16.3% 5.3% 7.7% 5.5% 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 17 funds. It covers 5 major asset classes and 9 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, Fixed Income, Emerging Market Equity and REITs.


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