MyPlanIQ 401k Investor Guardian Insurance & Annuity Company THE GUARDIAN INVESTOR VARIABLE ANNUITY SERIES L 4-YEAR CDSC L SHARES

Guardian Insurance & Annuity Company THE GUARDIAN INVESTOR VARIABLE ANNUITY SERIES L 4-YEAR CDSC L SHARES

Investment Menu Rating:

Investment Options
Total Available Funds: 50
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS GBEMX RS VP Trust Emerging Markets
REAL ESTATE
Global Real Estate IGREX Invesco VI Global Real Estate II
INTERNATIONAL EQUITY
Foreign Large Blend FOSFX Fidelity VIP Overseas S2
Foreign Large Growth OIGAX Panorama Srs Opportunities International Growth Svc
Foreign Large Growth GUBGX RS VP Trust International Growth
Others
World Allocation MALOX BlackRock Var Srs Global Allocation III
Utilities MMUIX MFS VIT Utility S
Conservative Allocation FKINX Franklin VIP Income Security 2
FIXED INCOME
Intermediate-Term Bond FBNDX Fidelity V5 Investment Grade Bond S2
WORLD BOND TPINX Franklin VIP Global Bond 2
Short-Term Bond RLDAX RS VP Trust Low Duration Bond
Total Available Funds: 50
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS GBEMX RS VP Trust Emerging Markets
REAL ESTATE
Global Real Estate IGREX Invesco VI Global Real Estate II
INTERNATIONAL EQUITY
Foreign Large Blend FOSFX Fidelity VIP Overseas S2
Foreign Large Growth OIGAX Panorama Srs Opportunities International Growth Svc
Foreign Large Growth GUBGX RS VP Trust International Growth
Foreign Large Blend EKZAX Evergreen Var International Equity 2
Foreign Large Value ABIBX AllianceBern Var International Value B
Others
World Allocation MALOX BlackRock Var Srs Global Allocation III
Utilities MMUIX MFS VIT Utility S
Conservative Allocation FKINX Franklin VIP Income Security 2
Technology SLMCX Seligman Portfolio Comms & Info 2
Natural Resources RSNRX RS VP Trust Global NatRes II
ROOT CASH RS VP Trust Money Market
Miscellaneous – Income and Real Property MGBEX PIMCO VIT Low Duration Adv
Moderate Allocation LAABX Columbia VIT Asset Allocation B
FIXED INCOME
Intermediate-Term Bond FBNDX Fidelity V5 Investment Grade Bond S2
WORLD BOND TPINX Franklin VIP Global Bond 2
Short-Term Bond RLDAX RS VP Trust Low Duration Bond
Intermediate-Term Bond PTTAX PIMCO VIT Total Return Adv
Inflation-Protected Bond PRTNX PIMCO VIT Real Return Adv
Intermediate Government FKUSX Franklin VIP US Government 2
Multisector Bond OPSIX Oppenheimer VA Global St In Svc
High Yield Bond GUHYX RS VP Trust High Yield Bond
Intermediate-Term Bond GUIQX RS VP Trust Inv Quality Bond
US EQUITY
LARGE GROWTH FCNTX Fidelity V2 Contrafund S2
LARGE VALUE MEIIX MFS VIT Value S
LARGE GROWTH MFEIX MFS VIT Growth S
LARGE VALUE MALVX BlackRock Var Srs Large Cap Value III
Mid-Cap Growth FMCCX Fidelity V3 Mid Cap S2
LARGE GROWTH BILPX BlackRock Var Srs Large Cap Core Plus III
LARGE GROWTH ACAAX Alger Portfolio Capital Appreciation S
LARGE BLEND GPAFX RS VP Trust Large Cap Alpha
LARGE BLEND CHTRX Invesco VI Core Plus Equity II
SMALL VALUE FRVLX Franklin VIP Small Cap Value 2
MID-CAP VALUE PCGRX Pioneer VCT Mid Cap Value II
LARGE GROWTH FKGRX Franklin VIP Growth 2
LARGE VALUE CVFCX Pioneer VCT Cullen Value II
LARGE VALUE TESIX Franklin VIP Mut Shares 2
SMALL BLEND OPMSX Oppenheimer VA Main Street Small Cap Svc
SMALL BLEND RSPFX RS Partners VIP Series
Small Growth RSEGX RS VP Trust Small Capital Growth
LARGE GROWTH OPTFX Oppenheimer VA Capital Appreciation Svc
LARGE BLEND PIODX Pioneer VCT Pioneer F II
LARGE VALUE PEQIX Pioneer VCT Equity Income II
LARGE BLEND GUSPX RS VP Trust S&P 500 Index
MID-CAP BLEND GTAGX Invesco VI Mid Cap Core II
Small Growth CGOBX Columbia VIT Small Cap Growth B
SMALL VALUE CSSBX Columbia VIT Small Cap Value B
LARGE GROWTH NGIBX Columbia VIT I Marsico Growth B
LARGE GROWTH NMTBX Columbia VIT I Marsico 21 B
Total Available Funds: 50
  • 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
Global Real Estate IGREX Invesco VI Global Real Estate II 92% 3 60 0 0.99% 2.27%
INTERNATIONAL EQUITY
Foreign Large Blend FOSFX Fidelity VIP Overseas S2 88% 3 60 0 0.95% 1.08%
Foreign Large Growth OIGAX Panorama Srs Opportunities International Growth Svc 61% 3 60 0 0.76% 10.95%
Foreign Large Growth GUBGX RS VP Trust International Growth 55% 3 60 0 1.38% 2%
Foreign Large Blend EKZAX Evergreen Var International Equity 2 0% 3 60 0 NA 2.01%
Foreign Large Value ABIBX AllianceBern Var International Value B 0% 3 60 0 2.24% 0%
Others
World Allocation MALOX BlackRock Var Srs Global Allocation III 90% 3 60 0 0.84% 1.63%
Utilities MMUIX MFS VIT Utility S 66% 3 60 0 1% 5.45%
Conservative Allocation FKINX Franklin VIP Income Security 2 51% 3 60 0 0.72% 5.94%
Technology SLMCX Seligman Portfolio Comms & Info 2 47% 3 60 0 1.43% 6.33%
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%
Miscellaneous – Income and Real Property MGBEX PIMCO VIT Low Duration Adv 0% 3 60 0 NA NA
Moderate Allocation LAABX Columbia VIT Asset Allocation B 0% 3 60 0 NA 1.36%
FIXED INCOME
Intermediate-Term Bond FBNDX Fidelity V5 Investment Grade Bond S2 76% 3 60 0 0.76% 3.72%
WORLD BOND TPINX Franklin VIP Global Bond 2 73% 3 60 0 0.96% 4.07%
Short-Term Bond RLDAX RS VP Trust Low Duration Bond 66% 3 60 0 0.85% 3.2%
Intermediate-Term Bond PTTAX PIMCO VIT Total Return Adv 65% 3 60 0 0.8% 3.66%
Inflation-Protected Bond PRTNX PIMCO VIT Real Return Adv 59% 3 60 0 1.37% 2.9%
Intermediate Government FKUSX Franklin VIP US Government 2 57% 3 60 0 1.12% 3.36%
Multisector Bond OPSIX Oppenheimer VA Global St In Svc 54% 3 60 0 0.86% 5.39%
High Yield Bond GUHYX RS VP Trust High Yield Bond 52% 3 60 0 1.29% 7.9%
Intermediate-Term Bond GUIQX RS VP Trust Inv Quality Bond 0% 3 60 0 0.9% 2.87%
US EQUITY
LARGE GROWTH FCNTX Fidelity V2 Contrafund S2 96% 3 60 0 0.55% 3.75%
LARGE VALUE MEIIX MFS VIT Value S 91% 3 60 0 0.8% 8.55%
LARGE GROWTH MFEIX MFS VIT Growth S 90% 3 60 0 0.5% 5.55%
LARGE VALUE MALVX BlackRock Var Srs Large Cap Value III 83% 3 60 0 0.79% 3.14%
Mid-Cap Growth FMCCX Fidelity V3 Mid Cap S2 71% 3 60 0 1.22% 0.87%
LARGE GROWTH BILPX BlackRock Var Srs Large Cap Core Plus III 65% 3 60 0 1.52% 2.07%
LARGE GROWTH ACAAX Alger Portfolio Capital Appreciation S 62% 3 60 0 1.27% 8.22%
LARGE BLEND GPAFX RS VP Trust Large Cap Alpha 58% 3 60 0 0.68% 1.24%
LARGE BLEND CHTRX Invesco VI Core Plus Equity II 57% 3 60 0 0.92% 6.64%
SMALL VALUE FRVLX Franklin VIP Small Cap Value 2 55% 3 60 0 1.73% 5.02%
MID-CAP VALUE PCGRX Pioneer VCT Mid Cap Value II 52% 3 60 0 0.89% 7.34%
LARGE GROWTH FKGRX Franklin VIP Growth 2 50% 3 60 0 0.46% 6.88%
LARGE VALUE CVFCX Pioneer VCT Cullen Value II 46% 3 60 0 0.45% 2.27%
LARGE VALUE TESIX Franklin VIP Mut Shares 2 45% 3 60 0 1.25% 6.16%
SMALL BLEND OPMSX Oppenheimer VA Main Street Small Cap Svc 43% 3 60 0 1.32% 3.76%
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 GROWTH OPTFX Oppenheimer VA Capital Appreciation Svc 36% 3 60 0 0.63% 0%
LARGE BLEND PIODX Pioneer VCT Pioneer F II 29% 3 60 0 1.5% 3.6%
LARGE VALUE PEQIX Pioneer VCT Equity Income II 29% 3 60 0 0.78% 16.43%
LARGE BLEND GUSPX RS VP Trust S&P 500 Index 0% 3 60 0 0.38% 1.81%
MID-CAP BLEND GTAGX Invesco VI Mid Cap Core II 0% 3 60 0 1.23% 21.75%
Small Growth CGOBX Columbia VIT Small Cap Growth B 0% 3 60 0 2.04% 9.39%
SMALL VALUE CSSBX Columbia VIT Small Cap Value B 0% 3 60 0 2.08% 21.51%
LARGE GROWTH NGIBX Columbia VIT I Marsico Growth B 0% 3 60 0 2% 0%
LARGE GROWTH NMTBX Columbia VIT I Marsico 21 B 0% 3 60 0 2.06% 0%
Average Expense Ratio: 1.14%
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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 5.8% 10.7% -1.1% 3.4% 3.0% 5.5%

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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 53 funds. It covers 5 major asset classes and 28 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, Fixed Income, REITs and Emerging Market Equity.


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