MyPlanIQ 401k Investor Prudential Annuities Life Assurance Corp LIFEVEST PERSONAL SECURITY ANNUITY X B SHARES

Prudential Annuities Life Assurance Corp LIFEVEST PERSONAL SECURITY ANNUITY X B SHARES

This Plan is unrated.
Investment Options
Total Available Funds: 15
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE CSRSX Advanced Cohen & Steers Realty
INTERNATIONAL EQUITY
Foreign Large Blend JSEAX Advanced JPMorgan International Equity
Others
Moderate Allocation RPBAX Advanced T. Rowe Price Asset Allocation
ROOT CASH Advanced Money Market
FIXED INCOME
WORLD BOND PAIBX Advanced T. Rowe Price Global Bond
High Yield Bond PBHAX Advanced High Yield
Intermediate-Term Bond PRADX Advanced PIMCO Total Return Bond
US EQUITY
LARGE GROWTH MGRIX Advanced Marsico Capital Growth
LARGE VALUE LSVEX Advanced NB/LSV Mid Cap Value
LARGE VALUE CBBYX Advanced AllianceBern Growth & Income
Total Available Funds: 15
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE CSRSX Advanced Cohen & Steers Realty
INTERNATIONAL EQUITY
Foreign Large Blend JSEAX Advanced JPMorgan International Equity
Others
Moderate Allocation RPBAX Advanced T. Rowe Price Asset Allocation
ROOT CASH Advanced Money Market
FIXED INCOME
WORLD BOND PAIBX Advanced T. Rowe Price Global Bond
High Yield Bond PBHAX Advanced High Yield
Intermediate-Term Bond PRADX Advanced PIMCO Total Return Bond
US EQUITY
LARGE GROWTH MGRIX Advanced Marsico Capital Growth
LARGE VALUE LSVEX Advanced NB/LSV Mid Cap Value
LARGE VALUE CBBYX Advanced AllianceBern Growth & Income
Small Growth NBMOX Advanced Neuberger Berman Small Cap Growth
Small Growth PGOAX Advanced Small Cap Growth
SMALL VALUE GSSMX Advanced Goldman Sachs Small Cap Value
LARGE VALUE SUVAX Advanced Large Cap Value
LARGE GROWTH GCGAX Advanced Goldman Sachs Concentrated Growth
Total Available Funds: 15
  • 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
REAL ESTATE
REAL ESTATE CSRSX Advanced Cohen & Steers Realty 76% 3 60 0 0.88% 2.1%
INTERNATIONAL EQUITY
Foreign Large Blend JSEAX Advanced JPMorgan International Equity 48% 3 60 0 0.95% 2.63%
Others
Moderate Allocation RPBAX Advanced T. Rowe Price Asset Allocation 85% 3 60 0 0.47% 7.06%
ROOT CASH Advanced Money Market 0% 3 60 0 NA 2.61%
FIXED INCOME
WORLD BOND PAIBX Advanced T. Rowe Price Global Bond 61% 3 60 0 0% 2.34%
High Yield Bond PBHAX Advanced High Yield 61% 3 60 0 0.51% 6.58%
Intermediate-Term Bond PRADX Advanced PIMCO Total Return Bond 0% 3 60 0 0.75% 1.21%
US EQUITY
LARGE GROWTH MGRIX Advanced Marsico Capital Growth 98% 3 60 0 1.21% 8.27%
LARGE VALUE LSVEX Advanced NB/LSV Mid Cap Value 93% 3 60 0 0.66% 2.12%
LARGE VALUE CBBYX Advanced AllianceBern Growth & Income 87% 3 60 0 0.9% 1.25%
Small Growth NBMOX Advanced Neuberger Berman Small Cap Growth 86% 3 60 0 0.91% 0.49%
Small Growth PGOAX Advanced Small Cap Growth 45% 3 60 0 0.82% 0.58%
SMALL VALUE GSSMX Advanced Goldman Sachs Small Cap Value 39% 3 60 0 1.23% 21.67%
LARGE VALUE SUVAX Advanced Large Cap Value 36% 3 60 0 0.8% 3.1%
LARGE GROWTH GCGAX Advanced Goldman Sachs Concentrated Growth 0% 3 60 0 0.76% 27.89%
Average Expense Ratio: 0.77%
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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 0.3% 6.2% 2.7% 6.0% 5.3% 6.0%

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Strategic Asset Allocation - Optimal: Click here to see this strategy description
Optimal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click to Create Model Portfolio

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Tactical Asset Allocation: Click here to see this strategy description
Dynamic Asset Switching YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 0.8% 12.6% 6.3% 11.0% 8.9% 8.7%

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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 4 major asset classes and 10 minor asset classes. The major asset classes it covers are US Equity, REITs, Fixed Income and Foreign Equity.


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