MyPlanIQ 401k Investor New England Life Insurance Zenith Flexible Life VUL

New England Life Insurance Zenith Flexible Life VUL

This Plan is unrated.
Investment Options
Total Available Funds: 47
Asset Class Ticker Description Rating
REAL ESTATE
Global Real Estate IRGIX Clarion Global Real Estate
INTERNATIONAL EQUITY
Foreign Large Blend EFA Morgan Stanley EAFE® Index
Foreign Large Value OAKIX Harris Oakmark International
Foreign Large Blend BJBIX Artio International Stock
Others
Moderate Allocation PBAIX BlackRock Diversified Portfolio
Moderate Allocation MSFJX MFS Total Return
Technology DRGTX RCM Technology
US EQUITY
SMALL BLEND IWM Russell 2000® Index
MID-CAP BLEND VIMSX MetLife Mid Cap Stock
LARGE BLEND VFINX MetLife Stock Index
Total Available Funds: 47
Asset Class Ticker Description Rating
REAL ESTATE
Global Real Estate IRGIX Clarion Global Real Estate
INTERNATIONAL EQUITY
Foreign Large Blend EFA Morgan Stanley EAFE® Index
Foreign Large Value OAKIX Harris Oakmark International
Foreign Large Blend BJBIX Artio International Stock
Foreign Large Blend MRSIX MFS Research International
WORLD STOCK IGMIX Oppenheimer Global Equity
WORLD STOCK HVSBX American Funds Global Small Capitalization
Others
Moderate Allocation PBAIX BlackRock Diversified Portfolio
Moderate Allocation MSFJX MFS Total Return
Technology DRGTX RCM Technology
ROOT CASH BlackRock Money Market
US EQUITY
SMALL BLEND IWM Russell 2000® Index
MID-CAP BLEND VIMSX MetLife Mid Cap Stock
LARGE BLEND VFINX MetLife Stock Index
MID-CAP VALUE VMVIX Neuberger Berman Mid Cap Value
SMALL BLEND NBGEX Neuberger Berman Genesis
Small Growth LSSIX Loomis Sayles Small Cap Growth
Small Growth LSSIX Loomis Sayles Small Cap Core
LARGE GROWTH JCAPX Janus Forty
LARGE BLEND NYVTX Davis Venture Value
Small Growth GTSVX Invesco Small Cap Growth
MID-CAP VALUE ARTQX Met/Artisan Mid Cap Value
LARGE VALUE MEIIX MFS Value
Mid-Cap Growth RPMGX T. Rowe Price Mid Cap Growth
SMALL BLEND PRSVX T. Rowe Price Small Cap Growth
LARGE VALUE MALVX BlackRock Large Cap Value
Mid-Cap Growth MPEGX Morgan Stanley Mid Cap Growth
LARGE GROWTH OTCYX Oppenheimer Capital Appreciation
LARGE GROWTH TRLGX T. Rowe Price Large Cap Growth
LARGE GROWTH PJFZX Jennison Growth
LARGE BLEND MRLRX BlackRock Large Cap Core
LARGE BLEND LMVFX Legg Mason Value Equity
LARGE GROWTH LMPRX Legg Mason ClearBridge Aggressive Growth
LARGE BLEND BCAPX BlackRock Aggressive Growth
LARGE GROWTH MALHX BlackRock Legacy Large Cap Growth
LARGE GROWTH IAFSX American Funds Growth
MID-CAP VALUE LZMIX Lazard Mid Cap
LARGE BLEND IAFGX American Funds Growth-Income
LARGE VALUE VPESX Fidelity VIP Equity-Income
FIXED INCOME
Intermediate-Term Bond AGG Barclays Capital Aggregate Bond Index
Intermediate-Term Bond PTTRX PIMCO Total Return Portfolio
Intermediate-Term Bond WFBIX BlackRock Bond Income
Multisector Bond LBDFX Lord Abbett Bond Debenture High Yield
Multisector Bond SDSYX Western Asset Strategic Bond Opp
Intermediate Government SGVSX Western Asset U.S. Government Bond
Inflation-Protected Bond FINPX PIMCO Inflation Protected Bond
Intermediate-Term Bond IABPX American Funds Bond
Total Available Funds: 47
  • 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
Global Real Estate IRGIX Clarion Global Real Estate 93% 3 60 0 1.47% 3.05%
INTERNATIONAL EQUITY
Foreign Large Blend EFA Morgan Stanley EAFE® Index 100% 3 60 0 0.33% 3.03%
Foreign Large Value OAKIX Harris Oakmark International 100% 3 60 0 0.75% 1.85%
Foreign Large Blend BJBIX Artio International Stock 98% 3 60 0 0.9% 0%
Foreign Large Blend MRSIX MFS Research International 89% 3 60 0 0.75% 1.69%
WORLD STOCK IGMIX Oppenheimer Global Equity 85% 3 60 0 1.2% 11.45%
WORLD STOCK HVSBX American Funds Global Small Capitalization 0% 3 60 0 1.3% 0%
Others
Moderate Allocation PBAIX BlackRock Diversified Portfolio 97% 3 60 0 1.14% 10.91%
Moderate Allocation MSFJX MFS Total Return 83% 3 60 0 0.39% 6.77%
Technology DRGTX RCM Technology 58% 3 60 0 1.17% 0%
ROOT CASH BlackRock Money Market 0% 0 60 0 NA 2.66%
US EQUITY
SMALL BLEND IWM Russell 2000® Index 99% 3 60 0 0.19% 1.49%
MID-CAP BLEND VIMSX MetLife Mid Cap Stock 98% 3 60 0 0.04% 1.67%
LARGE BLEND VFINX MetLife Stock Index 98% 3 60 0 0.14% 1.57%
MID-CAP VALUE VMVIX Neuberger Berman Mid Cap Value 96% 3 60 0 0.19% 2.38%
SMALL BLEND NBGEX Neuberger Berman Genesis 96% 3 60 0 0.84% 3.26%
Small Growth LSSIX Loomis Sayles Small Cap Growth 95% 3 60 0 0.83% 2.49%
Small Growth LSSIX Loomis Sayles Small Cap Core 95% 3 60 0 0.83% 2.49%
LARGE GROWTH JCAPX Janus Forty 95% 3 60 0 1.64% 9.35%
LARGE BLEND NYVTX Davis Venture Value 92% 3 60 0 1.75% 8.86%
Small Growth GTSVX Invesco Small Cap Growth 91% 3 60 0 0.91% 0%
MID-CAP VALUE ARTQX Met/Artisan Mid Cap Value 91% 3 60 0 1.05% 16.77%
LARGE VALUE MEIIX MFS Value 91% 3 60 0 0.8% 8.52%
Mid-Cap Growth RPMGX T. Rowe Price Mid Cap Growth 87% 3 60 0 1.29% 6.75%
SMALL BLEND PRSVX T. Rowe Price Small Cap Growth 85% 3 60 0 1.17% 3.65%
LARGE VALUE MALVX BlackRock Large Cap Value 83% 3 60 0 0.79% 3.12%
Mid-Cap Growth MPEGX Morgan Stanley Mid Cap Growth 80% 3 60 0 0.74% 0%
LARGE GROWTH OTCYX Oppenheimer Capital Appreciation 80% 3 60 0 0.63% 0%
LARGE GROWTH TRLGX T. Rowe Price Large Cap Growth 77% 3 60 0 0.7% 2.48%
LARGE GROWTH PJFZX Jennison Growth 74% 3 60 0 1.71% 7.47%
LARGE BLEND MRLRX BlackRock Large Cap Core 35% 3 60 0 0.73% 0.83%
LARGE BLEND LMVFX Legg Mason Value Equity 25% 3 60 0 0.7% 10.61%
LARGE GROWTH LMPRX Legg Mason ClearBridge Aggressive Growth 24% 3 60 0 1.24% 14.86%
LARGE BLEND BCAPX BlackRock Aggressive Growth 22% 3 60 0 0.27% 3.73%
LARGE GROWTH MALHX BlackRock Legacy Large Cap Growth 0% 3 60 0 0.67% 7.79%
LARGE GROWTH IAFSX American Funds Growth 0% 3 60 0 NA 0%
MID-CAP VALUE LZMIX Lazard Mid Cap 0% 3 60 0 0.93% 0%
LARGE BLEND IAFGX American Funds Growth-Income 0% 3 60 0 NA 0.96%
LARGE VALUE VPESX Fidelity VIP Equity-Income 0% 3 60 0 1.11% 4.29%
FIXED INCOME
Intermediate-Term Bond AGG Barclays Capital Aggregate Bond Index 100% 3 60 0 0.03% 3.32%
Intermediate-Term Bond PTTRX PIMCO Total Return Portfolio 97% 3 60 0 0.83% 4%
Intermediate-Term Bond WFBIX BlackRock Bond Income 96% 3 60 0 0.1% 3.33%
Multisector Bond LBDFX Lord Abbett Bond Debenture High Yield 79% 3 60 0 0.68% 5.62%
Multisector Bond SDSYX Western Asset Strategic Bond Opp 75% 3 60 0 0.54% 7.61%
Intermediate Government SGVSX Western Asset U.S. Government Bond 61% 3 60 0 0.65% 4.65%
Inflation-Protected Bond FINPX PIMCO Inflation Protected Bond 0% 3 60 0 0.45% 5.42%
Intermediate-Term Bond IABPX American Funds Bond 0% 3 60 0 0.75% 10.89%
Average Expense Ratio: 0.8%
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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 3.1% 9.3% 1.6% 4.5% 3.9% 6.6%

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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 56 funds. It covers 4 major asset classes and 21 minor asset classes. The major asset classes it covers are Fixed Income, US Equity, Foreign Equity and REITs.

 



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