MyPlanIQ 401k Investor Lincoln Benefit Life Company INVESTORS SELECT VARIABLE ANNUITY X B SHARES

Lincoln Benefit Life Company INVESTORS SELECT VARIABLE ANNUITY X B SHARES

This Plan is unrated.
Investment Options
Total Available Funds: 21
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
WORLD STOCK JAWGX Janus Aspen Worldwide Growth Inst
Foreign Large Blend FAOAX Fidelity VIP Overseas Init
Others
Moderate Allocation JABLX Janus Aspen Balanced Inst
Moderate Allocation FASMX Fidelity V5 Asset Manager Init
Conservative Allocation CAPAX Federated Ins Cap Income II
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
US EQUITY
LARGE VALUE FEQIX Fidelity VIP Equity-Income Init
LARGE GROWTH FCNTX Fidelity V2 Contrafund Init
Mid-Cap Growth JAAGX Janus Aspen Enterprise Inst
Total Available Funds: 21
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
WORLD STOCK JAWGX Janus Aspen Worldwide Growth Inst
Foreign Large Blend FAOAX Fidelity VIP Overseas Init
Others
Moderate Allocation JABLX Janus Aspen Balanced Inst
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 GROWTH FCNTX Fidelity V2 Contrafund Init
Mid-Cap Growth JAAGX Janus Aspen Enterprise Inst
LARGE GROWTH JAGRX Janus Aspen Janus Inst
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 GROWTH EPGAX Fidelity VIP Growth Init
Total Available Funds: 21
  • 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
WORLD STOCK JAWGX Janus Aspen Worldwide Growth Inst 87% 3 60 0 0.89% 3.07%
Foreign Large Blend FAOAX Fidelity VIP Overseas Init 46% 3 60 0 2.16% 0.69%
Others
Moderate Allocation JABLX Janus Aspen Balanced Inst 91% 3 60 0 0.86% 1.9%
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 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 JAGRX Janus Aspen Janus Inst 89% 3 60 0 0.81% 0.11%
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 GROWTH EPGAX Fidelity VIP Growth Init 31% 3 60 0 0.72% 1.7%
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 12.0% 12.0% 4.9% 7.2% 5.9% 7.2%

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


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