MyPlanIQ 401k Investor Lincoln Benefit Life Company CONSULTANT I VA INCOME BENEFIT B SHARES

Lincoln Benefit Life Company CONSULTANT I VA INCOME BENEFIT B SHARES

This Plan is unrated.
Investment Options
Total Available Funds: 33
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth PRITX T Rowe Price Institutional Int St
WORLD STOCK JAWGX Janus Aspen Worldwide Growth Inst
WORLD STOCK KGDAX DWS I Global Opportunity A
Others
Moderate Allocation JABLX Janus Aspen Balanced Inst
Moderate Allocation MTRIX MFS VIT Total Return I
Moderate Allocation FASMX Fidelity V5 Asset Manager Init
FIXED INCOME
Intermediate-Term Bond JAFLX Janus Aspen Flexible Bond Inst
High Yield Bond FHIIX Federated Ins High Income Bond II P
Intermediate Government FGOAX Federated Ins Government Security II
Total Available Funds: 33
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth PRITX T Rowe Price Institutional Int St
WORLD STOCK JAWGX Janus Aspen Worldwide Growth Inst
WORLD STOCK KGDAX DWS I Global Opportunity A
Foreign Large Blend FAOAX Fidelity VIP Overseas Init
Foreign Large Blend SUIAX DWS I International A
Others
Moderate Allocation JABLX Janus Aspen Balanced Inst
Moderate Allocation MTRIX MFS VIT Total Return I
Moderate Allocation FASMX Fidelity V5 Asset Manager Init
Conservative Allocation CAPAX Federated Ins Cap Income II
ROOT CASH Fidelity V5 Money Market Init
FIXED INCOME
Intermediate-Term Bond JAFLX Janus Aspen Flexible Bond Inst
High Yield Bond FHIIX Federated Ins High Income Bond II P
Intermediate Government FGOAX Federated Ins Government Security II
Intermediate-Term Bond SFXAX DWS I Bond A
US EQUITY
LARGE VALUE FEQIX Fidelity VIP Equity-Income Init
LARGE VALUE PRFDX T Rowe Price Equity Income
LARGE GROWTH FCNTX Fidelity V2 Contrafund Init
Mid-Cap Growth JAAGX Janus Aspen Enterprise Inst
LARGE GROWTH PRWAX T Rowe Price New America
LARGE GROWTH MFEIX MFS VIT Growth I
LARGE GROWTH JAGRX Janus Aspen Janus Inst
LARGE BLEND MITIX MFS VIT Inv Trust I
Mid-Cap Growth RPMGX T Rowe Price Mid Cap Growth
Small Growth MNDIX MFS VIT New Discovery I
LARGE BLEND MRFIX MFS VIT Research I
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
LARGE BLEND AIGOX Alger Portfolio Growth & Income I-2
Mid-Cap Growth AMGOX Alger Portfolio Mid Cap Growth I-2
LARGE BLEND SUWAX DWS I Growth&Income A
LARGE GROWTH EPGAX Fidelity VIP Growth Init
Total Available Funds: 33
  • 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% 1.06%
WORLD STOCK JAWGX Janus Aspen Worldwide Growth Inst 87% 3 60 0 0.89% 3.07%
WORLD STOCK KGDAX DWS I Global Opportunity A 51% 3 60 0 1.12% 4.65%
Foreign Large Blend FAOAX Fidelity VIP Overseas Init 46% 3 60 0 2.16% 0.69%
Foreign Large Blend SUIAX DWS I International A 44% 3 60 0 1.92% 2.75%
Others
Moderate Allocation JABLX Janus Aspen Balanced Inst 91% 3 60 0 0.86% 1.9%
Moderate Allocation MTRIX MFS VIT Total Return I 83% 3 60 0 0.39% 6.47%
Moderate Allocation FASMX Fidelity V5 Asset Manager Init 76% 3 60 0 0.92% 2.18%
Conservative Allocation CAPAX Federated Ins Cap Income II 57% 3 60 0 0.9% 3.35%
ROOT CASH Fidelity V5 Money Market Init 0% 3 60 0 NA 3.73%
FIXED INCOME
Intermediate-Term Bond JAFLX Janus Aspen Flexible Bond Inst 97% 3 60 0 0.82% 4.35%
High Yield Bond FHIIX Federated Ins High Income Bond II P 60% 3 60 0 0.9% 5.56%
Intermediate Government FGOAX Federated Ins Government Security II 0% 3 60 0 1.76% 1.86%
Intermediate-Term Bond SFXAX DWS I Bond A 0% 3 60 0 0.96% 1.04%
US EQUITY
LARGE VALUE FEQIX Fidelity VIP Equity-Income Init 98% 3 60 0 0.57% 4.3%
LARGE VALUE PRFDX T Rowe Price Equity Income 97% 3 60 0 1.23% 5.75%
LARGE GROWTH FCNTX Fidelity V2 Contrafund Init 96% 3 60 0 0.55% 2.71%
Mid-Cap Growth JAAGX Janus Aspen Enterprise Inst 92% 3 60 0 0.96% 6.53%
LARGE GROWTH PRWAX T Rowe Price New America 90% 3 60 0 1.06% 4.54%
LARGE GROWTH MFEIX MFS VIT Growth I 90% 3 60 0 0.5% 4.2%
LARGE GROWTH JAGRX Janus Aspen Janus Inst 89% 3 60 0 0.81% 0.11%
LARGE BLEND MITIX MFS VIT Inv Trust I 87% 3 60 0 0.7% 10.75%
Mid-Cap Growth RPMGX T Rowe Price Mid Cap Growth 87% 3 60 0 1.29% 6.08%
Small Growth MNDIX MFS VIT New Discovery I 87% 3 60 0 1.29% 0%
LARGE BLEND MRFIX MFS VIT Research I 85% 3 60 0 0.79% 6.17%
LARGE BLEND FUSEX Fidelity V2 Index 500 Init 79% 3 60 0 0.09% 1.34%
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 54% 3 60 0 1% 0%
LARGE BLEND AIGOX Alger Portfolio Growth & Income I-2 52% 3 60 0 0.93% 0.83%
Mid-Cap Growth AMGOX Alger Portfolio Mid Cap Growth I-2 46% 3 60 0 0.97% 0%
LARGE BLEND SUWAX DWS I Growth&Income A 39% 3 60 0 0.56% 0.5%
LARGE GROWTH EPGAX Fidelity VIP Growth Init 31% 3 60 0 0.72% 1.7%
Average Expense Ratio: 0.97%
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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 12.7% 4.0% 1.6% 4.9% 5.4% 6.9%

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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 33 funds. It covers 3 major asset classes and 13 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.

This plan also represents Lincoln Benefit Life Company CONSULTANT I ED B SHARES, Plan with name Lincoln Benefit Life Company CONSULTANT I ED & IR II B SHARES, Plan with name Lincoln Benefit Life Company CONSULTANT I EI B SHARES, Plan with name Lincoln Benefit Life Company CONSULTANT I X B SHARES, Plan with name Lincoln Benefit Life Company CONSULTANT II X



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