MyPlanIQ 401k Investor FIRST TRANSAMERICA LIFE INS CO DRYFS/TRANSAMER TRIPLE ADVANTAGE (NY) B SHARES

FIRST TRANSAMERICA LIFE INS CO DRYFS/TRANSAMER TRIPLE ADVANTAGE (NY) B SHARES

This Plan is unrated.
Investment Options
Total Available Funds: 12
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend NIEAX Dreyfus Var Inv International Equity I
Foreign Large Value DVLAX Dreyfus Var Inv International Value I
Others
Technology DTGRX Dreyfus Inv Technology Growth Svc
ROOT Cash Dreyfus Var Inv Money Market I
FIXED INCOME
Intermediate-Term Bond SDFIX Dreyfus Var Inv Quality Bond I
US EQUITY
LARGE BLEND DGAGX Dreyfus Var Inv Appreciation I
LARGE BLEND PEOPX Dreyfus Stock Index Init
SMALL BLEND DRELX Dreyfus Var Inv Leader I
Total Available Funds: 12
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend NIEAX Dreyfus Var Inv International Equity I
Foreign Large Value DVLAX Dreyfus Var Inv International Value I
Others
Technology DTGRX Dreyfus Inv Technology Growth Svc
ROOT Cash Dreyfus Var Inv Money Market I
FIXED INCOME
Intermediate-Term Bond SDFIX Dreyfus Var Inv Quality Bond I
US EQUITY
LARGE BLEND DGAGX Dreyfus Var Inv Appreciation I
LARGE BLEND PEOPX Dreyfus Stock Index Init
SMALL BLEND DRELX Dreyfus Var Inv Leader I
LARGE GROWTH DGRIX Dreyfus Var Inv Growth & Income I
LARGE GROWTH DAPAX Dreyfus Socially Responsible Init
MID-CAP BLEND DPSAX Dreyfus Inv Mid Cap Stock Svc
LARGE VALUE DCVIX Dreyfus Inv Core Plus Value Svc
Total Available Funds: 12
  • 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 NIEAX Dreyfus Var Inv International Equity I 29% 3 60 0 1.82% 6.83%
Foreign Large Value DVLAX Dreyfus Var Inv International Value I 0% 3 60 0 1.54% 1.87%
Others
Technology DTGRX Dreyfus Inv Technology Growth Svc 39% 3 60 0 0.77% 0%
ROOT Cash Dreyfus Var Inv Money Market I 0% 3 60 0 NA NA
FIXED INCOME
Intermediate-Term Bond SDFIX Dreyfus Var Inv Quality Bond I 0% 3 60 0 0.56% 1.85%
US EQUITY
LARGE BLEND DGAGX Dreyfus Var Inv Appreciation I 97% 3 60 0 0.66% 0.57%
LARGE BLEND PEOPX Dreyfus Stock Index Init 72% 3 60 0 0.5% 9.47%
SMALL BLEND DRELX Dreyfus Var Inv Leader I 0% 3 60 0 NA 0%
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%
MID-CAP BLEND DPSAX Dreyfus Inv Mid Cap Stock Svc 0% 3 60 0 1.15% 0.34%
LARGE VALUE DCVIX Dreyfus Inv Core Plus Value Svc 0% 3 60 0 NA 0.06%
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 2.3% 9.4% 1.8% 5.1% 4.3% 7.1%

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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 12 funds. It covers 3 major asset classes and 9 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.

This plan also represents Glenbrook Life & Annuity Co AIM LIFETIME PLUS II VA EDB & IBC B SHARES，



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