MyPlanIQ 401k Investor Guardian Insurance & Annuity Company GUARDIAN INV RETIREMENT ASSET MGR B SHARES

Guardian Insurance & Annuity Company GUARDIAN INV RETIREMENT ASSET MGR B SHARES

This Plan is unrated.
Investment Options
Total Available Funds: 36
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS GBEMX RS VP Trust Emerging Markets
REAL ESTATE
REAL ESTATE RPFRX Davis Var Real Estate
INTERNATIONAL EQUITY
WORLD STOCK JAWGX Janus Aspen Worldwide Growth Inst
Foreign Large Growth GUBGX RS VP Trust International Growth
WORLD STOCK ATEBX AllianceBern Var Global Thematic Growth B
Others
Moderate Allocation MTRIX MFS VIT Total Return I
Natural Resources RSNRX RS VP Trust Global NatRes II
ROOT CASH RS VP Trust Money Market
FIXED INCOME
Short-Term Bond RLDAX RS VP Trust Low Duration Bond
High Yield Bond GUHYX RS VP Trust High Yield Bond
Intermediate Government AGOVX Invesco VI Govertnment Security I
Total Available Funds: 36
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS GBEMX RS VP Trust Emerging Markets
REAL ESTATE
REAL ESTATE RPFRX Davis Var Real Estate
INTERNATIONAL EQUITY
WORLD STOCK JAWGX Janus Aspen Worldwide Growth Inst
Foreign Large Growth GUBGX RS VP Trust International Growth
WORLD STOCK ATEBX AllianceBern Var Global Thematic Growth B
Others
Moderate Allocation MTRIX MFS VIT Total Return I
Natural Resources RSNRX RS VP Trust Global NatRes II
ROOT CASH RS VP Trust Money Market
FIXED INCOME
Short-Term Bond RLDAX RS VP Trust Low Duration Bond
High Yield Bond GUHYX RS VP Trust High Yield Bond
Intermediate Government AGOVX Invesco VI Govertnment Security I
Intermediate Government ACGVX Van Kampen LIT Govertnment 2
Intermediate-Term Bond GUIQX RS VP Trust Inv Quality Bond
US EQUITY
LARGE VALUE FEQIX Fidelity VIP Equity-Income Init
LARGE GROWTH FCNTX Fidelity V2 Contrafund Init
LARGE GROWTH JACAX Janus Aspen Forty Inst
Mid-Cap Growth JAAGX Janus Aspen Enterprise Inst
MID-CAP BLEND RSVAX RS VP Trust Value II
LARGE GROWTH MFEIX MFS VIT Growth I
LARGE GROWTH JAGRX Janus Aspen Janus Inst
LARGE BLEND MITIX MFS VIT Inv Trust I
Small Growth MNDIX MFS VIT New Discovery I
LARGE GROWTH FAGCX Fidelity V3 Growth Opportunities Init
LARGE BLEND MRFIX MFS VIT Research I
Mid-Cap Growth FMCCX Fidelity V3 Mid Cap Init
LARGE BLEND GPAFX RS VP Trust Large Cap Alpha
LARGE VALUE ACGIX Van Kampen LIT Growth & Income 2
MID-CAP BLEND GABVX Gabelli Capital Asset
LARGE GROWTH FKGRX Franklin VIP Growth 2
LARGE GROWTH PJFAX Pruco Srs Jennison II
SMALL BLEND RSPFX RS Partners VIP Series
Small Growth RSEGX RS VP Trust Small Capital Growth
LARGE BLEND GUSPX RS VP Trust S&P 500 Index
LARGE GROWTH LCGAX Invesco VI Capital Appreciation I
LARGE VALUE ABVBX AllianceBern Var Value B
LARGE VALUE CBBDX AllianceBern Var Growth & Income B
Total Available Funds: 36
  • 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
Emerging Market
DIVERSIFIED EMERGING MKTS GBEMX RS VP Trust Emerging Markets 63% 3 60 0 1.34% 2.36%
REAL ESTATE
REAL ESTATE RPFRX Davis Var Real Estate 26% 3 60 0 1.75% 2.47%
INTERNATIONAL EQUITY
WORLD STOCK JAWGX Janus Aspen Worldwide Growth Inst 87% 3 60 0 0.89% 3.83%
Foreign Large Growth GUBGX RS VP Trust International Growth 55% 3 60 0 1.38% 2%
WORLD STOCK ATEBX AllianceBern Var Global Thematic Growth B 0% 3 60 0 2.08% 8.25%
Others
Moderate Allocation MTRIX MFS VIT Total Return I 83% 3 60 0 0.39% 6.78%
Natural Resources RSNRX RS VP Trust Global NatRes II 42% 3 60 0 1.48% 2.06%
ROOT CASH RS VP Trust Money Market 0% 3 60 0 NA 2.67%
FIXED INCOME
Short-Term Bond RLDAX RS VP Trust Low Duration Bond 66% 3 60 0 0.85% 3.2%
High Yield Bond GUHYX RS VP Trust High Yield Bond 52% 3 60 0 1.29% 7.9%
Intermediate Government AGOVX Invesco VI Govertnment Security I 45% 3 60 0 0.54% 5.73%
Intermediate Government ACGVX Van Kampen LIT Govertnment 2 0% 3 60 0 NA 1.79%
Intermediate-Term Bond GUIQX RS VP Trust Inv Quality Bond 0% 3 60 0 0.9% 2.87%
US EQUITY
LARGE VALUE FEQIX Fidelity VIP Equity-Income Init 98% 3 60 0 0.57% 4.85%
LARGE GROWTH FCNTX Fidelity V2 Contrafund Init 96% 3 60 0 0.55% 3.75%
LARGE GROWTH JACAX Janus Aspen Forty Inst 95% 3 60 0 0.55% 0.21%
Mid-Cap Growth JAAGX Janus Aspen Enterprise Inst 92% 3 60 0 0.96% 7.17%
MID-CAP BLEND RSVAX RS VP Trust Value II 92% 3 60 0 1.3% 6.55%
LARGE GROWTH MFEIX MFS VIT Growth I 90% 3 60 0 0.5% 5.55%
LARGE GROWTH JAGRX Janus Aspen Janus Inst 89% 3 60 0 0.81% 0.15%
LARGE BLEND MITIX MFS VIT Inv Trust I 87% 3 60 0 0.7% 11.85%
Small Growth MNDIX MFS VIT New Discovery I 87% 3 60 0 1.29% 0%
LARGE GROWTH FAGCX Fidelity V3 Growth Opportunities Init 85% 3 60 0 1.65% 0%
LARGE BLEND MRFIX MFS VIT Research I 85% 3 60 0 0.79% 7.23%
Mid-Cap Growth FMCCX Fidelity V3 Mid Cap Init 71% 3 60 0 1.22% 0.87%
LARGE BLEND GPAFX RS VP Trust Large Cap Alpha 58% 3 60 0 0.68% 1.24%
LARGE VALUE ACGIX Van Kampen LIT Growth & Income 2 55% 3 60 0 0.53% 13.45%
MID-CAP BLEND GABVX Gabelli Capital Asset 50% 3 60 0 2.2% 11.41%
LARGE GROWTH FKGRX Franklin VIP Growth 2 50% 3 60 0 0.46% 6.88%
LARGE GROWTH PJFAX Pruco Srs Jennison II 45% 3 60 0 0.58% 8.44%
SMALL BLEND RSPFX RS Partners VIP Series 40% 3 60 0 1.12% 6.15%
Small Growth RSEGX RS VP Trust Small Capital Growth 37% 3 60 0 2.16% 0%
LARGE BLEND GUSPX RS VP Trust S&P 500 Index 0% 3 60 0 0.38% 1.81%
LARGE GROWTH LCGAX Invesco VI Capital Appreciation I 0% 3 60 0 1.25% 4.1%
LARGE VALUE ABVBX AllianceBern Var Value B 0% 3 60 0 1.76% 4.06%
LARGE VALUE CBBDX AllianceBern Var Growth & Income B 0% 3 60 0 1.65% 11.28%
Average Expense Ratio: 1.08%
Sign up to get fund ranking change alerts

* If you find the above investment options have changed, please email us the latest change or directly Modify Investment Options after you login
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 16.1% 17.5% 8.2% 5.4% 6.0% 6.3%

Sign up or Login first to get rebalance emails for this portfolio

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

Sign up or Login and subscribe to get rebalance emails for this portfolio
*     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 40 funds. It covers 5 major asset classes and 17 minor asset classes. The major asset classes it covers are Foreign Equity, US Equity, REITs, Fixed Income and Emerging Market Equity.


Register for FREE No Credit Card Required
Or Start FREE 30-day trial now >>
MyPlanIQ Newsletters
Get Started
Search

Members enjoy Free features

  • Customize and follow a diversified strategic allocation portfolio for your 401k, IRA and brokerage investments within minutes
  • Receive monthly or quarterly re-balance emails
  • Enter funds and percentages in your portfolio, see its historical performance and receive ongoing rebalance emails
  • Real time fund ranking and selection for your plans
  • Quality retirement investing newsletter emails
  • Fund ranking and selection for your plans

Tens of thousands of users have signed up!

Join Now (Free)
No Credit Card Required

User names can only consist of alphabetic and
numeric characters.(eg: 0-9a-zA-Z)
I agree to the Terms of use

Login With Facebook:

Get Started Now. It's Free!

Get portfolio suggestions for your
401k plan or brokerage accounts

Powered by MyPlanIQ
You have created an account on MyPlanIQ.com by using this email "", please login MyPlanIQ account or reset your password.