MyPlanIQ 401k Investor ING Life Insurance & Annuity Company ING VARIABLE ANNUITY I B SHARES

ING Life Insurance & Annuity Company ING VARIABLE ANNUITY I B SHARES

This Plan is unrated.
Investment Options
Total Available Funds: 22
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
WORLD STOCK IGMIX ING Oppenheimer Global Inl
Foreign Large Growth IMISX ING Marsico Institutional Opportunities Svc
Others
ROOT CASH ING Money Market I
Moderate Allocation AETFX ING Balanced I
FIXED INCOME
Multisector Bond IOSIX ING Oppenheimer Global Strategic Income Inl
High Yield Bond SPHIX Fidelity VIP High Income Init
Intermediate-Term Bond IICIX ING Intermediate Bond I
US EQUITY
LARGE VALUE FEQIX Fidelity VIP Equity-Income Init
LARGE GROWTH FCNTX Fidelity V2 Contrafund Init
LARGE GROWTH IEOHX ING Legg Mason ClearBridge Aggressive Growth Inl
Total Available Funds: 22
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
WORLD STOCK IGMIX ING Oppenheimer Global Inl
Foreign Large Growth IMISX ING Marsico Institutional Opportunities Svc
Others
ROOT CASH ING Money Market I
Moderate Allocation AETFX ING Balanced I
FIXED INCOME
Multisector Bond IOSIX ING Oppenheimer Global Strategic Income Inl
High Yield Bond SPHIX Fidelity VIP High Income Init
Intermediate-Term Bond IICIX ING Intermediate Bond I
US EQUITY
LARGE VALUE FEQIX Fidelity VIP Equity-Income Init
LARGE GROWTH FCNTX Fidelity V2 Contrafund Init
LARGE GROWTH IEOHX ING Legg Mason ClearBridge Aggressive Growth Inl
LARGE BLEND IIVGX ING Growth & Income I
Mid-Cap Growth IAXIX ING T. Rowe Price Dicversified Mid Cap Growth Inl
LARGE VALUE IVGIX ING Van Kampen Equity & Income Inl
Mid-Cap Growth ISMOX ING Mid Cap Opportunity S
Mid-Cap Growth OEGAX Oppenheimer VA Small & Mid Cap Growth NS
LARGE BLEND MSIGX Oppenheimer VA Main Street NS
LARGE GROWTH EPGAX Fidelity VIP Growth Init
Small Growth NSPAX ING Small Cap Opportunity S
SMALL BLEND AESGX ING Small Company I
LARGE BLEND AELIX ING Indx Pls Large Cap I
LARGE BLEND IMRIX ING UBS US Large Capital Equity Inl
LARGE BLEND IMOIX ING Thornburg Value Inl
Total Available Funds: 22
  • 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 IGMIX ING Oppenheimer Global Inl 85% 3 60 0 1.2% 11.25%
Foreign Large Growth IMISX ING Marsico Institutional Opportunities Svc 0% 3 60 0 0.72% 0.78%
Others
ROOT CASH ING Money Market I 0% 3 60 0 NA 4.14%
Moderate Allocation AETFX ING Balanced I 0% 3 60 0 NA 0%
FIXED INCOME
Multisector Bond IOSIX ING Oppenheimer Global Strategic Income Inl 97% 3 60 0 1.19% 4.05%
High Yield Bond SPHIX Fidelity VIP High Income Init 92% 3 60 0 1.16% 4.08%
Intermediate-Term Bond IICIX ING Intermediate Bond I 75% 3 60 0 0.3% 4.18%
US EQUITY
LARGE VALUE FEQIX Fidelity VIP Equity-Income Init 98% 3 60 0 0.57% 1.67%
LARGE GROWTH FCNTX Fidelity V2 Contrafund Init 96% 3 60 0 0.55% 4.32%
LARGE GROWTH IEOHX ING Legg Mason ClearBridge Aggressive Growth Inl 94% 3 60 0 1.27% 0%
LARGE BLEND IIVGX ING Growth & Income I 80% 3 60 0 0.67% 0.99%
Mid-Cap Growth IAXIX ING T. Rowe Price Dicversified Mid Cap Growth Inl 77% 3 60 0 0.75% 0%
LARGE VALUE IVGIX ING Van Kampen Equity & Income Inl 65% 3 60 0 0.61% 9.17%
Mid-Cap Growth ISMOX ING Mid Cap Opportunity S 60% 3 60 0 1.06% 0%
Mid-Cap Growth OEGAX Oppenheimer VA Small & Mid Cap Growth NS 42% 3 60 0 0.79% 0%
LARGE BLEND MSIGX Oppenheimer VA Main Street NS 41% 3 60 0 0.49% 0%
LARGE GROWTH EPGAX Fidelity VIP Growth Init 31% 3 60 0 0.72% 1.7%
Small Growth NSPAX ING Small Cap Opportunity S 0% 3 60 0 0.98% 0%
SMALL BLEND AESGX ING Small Company I 0% 3 60 0 1.05% 12.68%
LARGE BLEND AELIX ING Indx Pls Large Cap I 0% 3 60 0 NA 0%
LARGE BLEND IMRIX ING UBS US Large Capital Equity Inl 0% 3 60 0 0.75% 0%
LARGE BLEND IMOIX ING Thornburg Value Inl 0% 3 60 0 0.82% 0%
Average Expense Ratio: 0.82%
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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 3.9% 21.3% 4.4% 9.0% 7.4% 7.6%

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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 22 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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