MyPlanIQ 401k Investor First Allmerica Financial Life DELAWARE MEDALLION III (FIRST ALLMERICA) B SHARES

First Allmerica Financial Life DELAWARE MEDALLION III (FIRST ALLMERICA) B SHARES

This Plan is unrated.
Investment Options
Total Available Funds: 17
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS PEMFX Pioneer VCT Emerging Markets II
REAL ESTATE
REAL ESTATE DPREX Delaware VIP REIT Std
INTERNATIONAL EQUITY
Foreign Large Growth AIEVX Invesco VI International Growth I
Foreign Large Value TEMFX Franklin VIP Foreign Security 2
WORLD STOCK ATEBX AllianceBern Var Global Thematic Growth B
FIXED INCOME
High Yield Bond AMHYX Invesco VI High Yield I
US EQUITY
LARGE GROWTH ALVOX Alger Portfolio Capital Appreciation I-2
LARGE BLEND CHTRX Invesco VI Core Plus Equity I
Small Growth AASOX Alger Portfolio Small Cap Growth I-2
Total Available Funds: 17
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS PEMFX Pioneer VCT Emerging Markets II
REAL ESTATE
REAL ESTATE DPREX Delaware VIP REIT Std
INTERNATIONAL EQUITY
Foreign Large Growth AIEVX Invesco VI International Growth I
Foreign Large Value TEMFX Franklin VIP Foreign Security 2
WORLD STOCK ATEBX AllianceBern Var Global Thematic Growth B
FIXED INCOME
High Yield Bond AMHYX Invesco VI High Yield I
US EQUITY
LARGE GROWTH ALVOX Alger Portfolio Capital Appreciation I-2
LARGE BLEND CHTRX Invesco VI Core Plus Equity I
Small Growth AASOX Alger Portfolio Small Cap Growth I-2
MID-CAP VALUE PCGRX Pioneer VCT Mid Cap Value II
LARGE GROWTH FKGRX Franklin VIP Growth 2
LARGE VALUE TESIX Franklin VIP Mut Shares 2
LARGE GROWTH LCGAX Invesco VI Capital Appreciation I
Mid-Cap Growth FBSMX Franklin VIP Small-Mid Cap Growth 2
LARGE GROWTH APGBX AllianceBern Var Large Cap Growth B
LARGE GROWTH AGBBX AllianceBern Var Growth B
LARGE VALUE CBBDX AllianceBern Var Growth & Income B
Total Available Funds: 17
  • 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
Emerging Market
DIVERSIFIED EMERGING MKTS PEMFX Pioneer VCT Emerging Markets II 0% 3 60 0 1.95% 0%
REAL ESTATE
REAL ESTATE DPREX Delaware VIP REIT Std 47% 3 60 0 0.99% 1.01%
INTERNATIONAL EQUITY
Foreign Large Growth AIEVX Invesco VI International Growth I 93% 3 60 0 1.27% 0.92%
Foreign Large Value TEMFX Franklin VIP Foreign Security 2 55% 3 60 0 0.85% 1.01%
WORLD STOCK ATEBX AllianceBern Var Global Thematic Growth B 0% 3 60 0 2.08% 0.17%
FIXED INCOME
High Yield Bond AMHYX Invesco VI High Yield I 62% 3 60 0 0.64% 5.77%
US EQUITY
LARGE GROWTH ALVOX Alger Portfolio Capital Appreciation I-2 62% 3 60 0 1.19% 0%
LARGE BLEND CHTRX Invesco VI Core Plus Equity I 58% 3 60 0 0.92% 0%
Small Growth AASOX Alger Portfolio Small Cap Growth I-2 54% 3 60 0 1% 0%
MID-CAP VALUE PCGRX Pioneer VCT Mid Cap Value II 52% 3 60 0 0.89% 6.78%
LARGE GROWTH FKGRX Franklin VIP Growth 2 50% 3 60 0 0.46% 0%
LARGE VALUE TESIX Franklin VIP Mut Shares 2 45% 3 60 0 1.25% 3.09%
LARGE GROWTH LCGAX Invesco VI Capital Appreciation I 0% 3 60 0 1.25% 0.64%
Mid-Cap Growth FBSMX Franklin VIP Small-Mid Cap Growth 2 0% 3 60 0 1.75% 10.29%
LARGE GROWTH APGBX AllianceBern Var Large Cap Growth B 0% 3 60 0 1.68% 0%
LARGE GROWTH AGBBX AllianceBern Var Growth B 0% 3 60 0 1.98% 0%
LARGE VALUE CBBDX AllianceBern Var Growth & Income B 0% 3 60 0 1.65% 0.07%
Average Expense Ratio: 1.28%
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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 11.0% 11.7% 3.3% 4.2% 3.0% 6.4%

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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 12 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, REITs, Fixed Income and Emerging Market Equity.


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