MyPlanIQ 401k Investor First Allmerica Financial Life EXECANNUITY PLUS (NY) B SHARES

First Allmerica Financial Life EXECANNUITY PLUS (NY) B SHARES

Investment Menu Rating:

Investment Options
Total Available Funds: 16
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth PRITX T Rowe Price Institutional Int St
Foreign Large Blend FAOAX Fidelity VIP Overseas Init
Foreign Large Value DEGIX Delaware VIP International Value Equity Std
Others
Moderate Allocation FASMX Fidelity V5 Asset Manager Init
ROOT CASH Goldman VIT Money Market Svc
FIXED INCOME
High Yield Bond SPHIX Fidelity VIP High Income Init
Intermediate-Term Bond GCFIX Goldman VIT Core Plus FI Svc
Intermediate Government GSOSX Goldman VIT Government Income Svc
US EQUITY
LARGE VALUE FEQIX Fidelity VIP Equity-Income Init
LARGE BLEND VFINX Goldman VIT Equity Index Svc
LARGE GROWTH GSTSX Goldman VIT Strategic Growth Svc
Total Available Funds: 16
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth PRITX T Rowe Price Institutional Int St
Foreign Large Blend FAOAX Fidelity VIP Overseas Init
Foreign Large Value DEGIX Delaware VIP International Value Equity Std
Foreign Large Blend GSAKX Goldman VIT Strategic International Svc
Others
Moderate Allocation FASMX Fidelity V5 Asset Manager Init
ROOT CASH Goldman VIT Money Market Svc
FIXED INCOME
High Yield Bond SPHIX Fidelity VIP High Income Init
Intermediate-Term Bond GCFIX Goldman VIT Core Plus FI Svc
Intermediate Government GSOSX Goldman VIT Government Income Svc
US EQUITY
LARGE VALUE FEQIX Fidelity VIP Equity-Income Init
LARGE BLEND VFINX Goldman VIT Equity Index Svc
LARGE GROWTH GSTSX Goldman VIT Strategic Growth Svc
Mid-Cap Growth GGOAX Goldman VIT Growth Opportunities Svc
MID-CAP VALUE GSMSX Goldman VIT Mid Cap Value Svc
LARGE GROWTH EPGAX Fidelity VIP Growth Init
LARGE BLEND GSESX Goldman VIT Structured Equity Svc
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 Growth PRITX T Rowe Price Institutional Int St 100% 3 60 0 1.4% 1.08%
Foreign Large Blend FAOAX Fidelity VIP Overseas Init 46% 3 60 0 2.16% 0.69%
Foreign Large Value DEGIX Delaware VIP International Value Equity Std 40% 3 60 0 0.79% 0%
Foreign Large Blend GSAKX Goldman VIT Strategic International Svc 30% 3 60 0 0.84% 2%
Others
Moderate Allocation FASMX Fidelity V5 Asset Manager Init 76% 3 60 0 0.92% 2.14%
ROOT CASH Goldman VIT Money Market Svc 0% 3 60 0 NA 4.14%
FIXED INCOME
High Yield Bond SPHIX Fidelity VIP High Income Init 92% 3 60 0 1.16% 4.08%
Intermediate-Term Bond GCFIX Goldman VIT Core Plus FI Svc 42% 3 60 0 0.46% 3.42%
Intermediate Government GSOSX Goldman VIT Government Income Svc 36% 3 60 0 1.06% 2.09%
US EQUITY
LARGE VALUE FEQIX Fidelity VIP Equity-Income Init 98% 3 60 0 0.57% 1.67%
LARGE BLEND VFINX Goldman VIT Equity Index Svc 98% 3 60 0 0.14% 1.27%
LARGE GROWTH GSTSX Goldman VIT Strategic Growth Svc 86% 3 60 0 1.03% 0%
Mid-Cap Growth GGOAX Goldman VIT Growth Opportunities Svc 63% 3 60 0 1.41% 0%
MID-CAP VALUE GSMSX Goldman VIT Mid Cap Value Svc 46% 3 60 0 0.82% 4.24%
LARGE GROWTH EPGAX Fidelity VIP Growth Init 31% 3 60 0 0.72% 1.7%
LARGE BLEND GSESX Goldman VIT Structured Equity Svc 24% 3 60 0 0.55% 2.18%
Average Expense Ratio: 0.94%
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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 2.4% 11.3% 3.9% 6.7% 4.1% 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 16 funds. It covers 3 major asset classes and 12 minor asset classes. The major asset classes it covers are Foreign Equity, US Equity and Fixed Income.


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