MyPlanIQ 401k Investor Lincoln i4Life Advantage VA

Lincoln i4Life Advantage VA

This Plan is unrated.
Investment Options
Total Available Funds: 48
Asset Class Ticker Description Rating
REAL ESTATE
Global Real Estate CSSPX LVIP Cohen & Steers Global Real Estate
REAL ESTATE DPRSX Delaware VIP REIT
Emerging Market
DIVERSIFIED EMERGING MKTS DEMIX Delaware VIP Emerging Markets
INTERNATIONAL EQUITY
Foreign Large Growth MQGIX LVIP MFS International Growth
Foreign Large Blend FOSFX Fidelity VIP Overseas
WORLD STOCK ALTFX AllianceBernstein VPS Global Thematic Growth
Others
World Allocation MALOX BlackRock Global Allocation VI
World Allocation AAASX DWS Alternative Asset Allocation Plus VIP
Conservative Allocation FKINX FTVIPT Franklin Income Securities
Total Available Funds: 48
Asset Class Ticker Description Rating
REAL ESTATE
Global Real Estate CSSPX LVIP Cohen & Steers Global Real Estate
REAL ESTATE DPRSX Delaware VIP REIT
Emerging Market
DIVERSIFIED EMERGING MKTS DEMIX Delaware VIP Emerging Markets
INTERNATIONAL EQUITY
Foreign Large Growth MQGIX LVIP MFS International Growth
Foreign Large Blend FOSFX Fidelity VIP Overseas
WORLD STOCK ALTFX AllianceBernstein VPS Global Thematic Growth
Foreign Large Value ABIAX AllianceBernstein VPS International Value
WORLD STOCK LGEQX LVIP Mondrian International Value
Foreign Large Blend HVTBX LVIP American International
WORLD STOCK HVSBX LVIP American Global Small Capitalization
WORLD STOCK HVLBX LVIP American Global Growth
Foreign Large Blend HVTBX American Funds International
WORLD STOCK HVSBX American Funds Global Small Capitalization
WORLD STOCK HVLBX American Funds Global Growth
Others
World Allocation MALOX BlackRock Global Allocation VI
World Allocation AAASX DWS Alternative Asset Allocation Plus VIP
Conservative Allocation FKINX FTVIPT Franklin Income Securities
Conservative Allocation SSLIX LVIP SSgA Conservative Index Allocation
ROOT CASH LVIP Money Market
FIXED INCOME
Inflation-Protected Bond BPRIX LVIP BlackRock Inflation Protected Bond
Short-Term Bond DTINX Delaware VIP Limited-Term Diversified Income
Intermediate-Term Bond DPFFX Delaware VIP Diversified Income
Multisector Bond DDFAX LVIP Delaware Diversified Floating Rate
High Yield Bond OHYAX LVIP J.P. Morgan High Yield
Intermediate-Term Bond SSBMX LVIP SSgA Bond Index
Intermediate-Term Bond DPFIX LVIP Delaware Bond
US EQUITY
MID-CAP VALUE VMVIX LVIP Mid-Cap Value
LARGE GROWTH FCNTX Fidelity VIP Contrafund
LARGE VALUE GSLAX Goldman Sachs VIT Large Cap Value
LARGE GROWTH FDGRX Fidelity VIP Growth
LARGE VALUE DDVIX Delaware VIP Value
LARGE GROWTH VLCGX LVIP Capital Growth
SMALL VALUE DEVIX Delaware VIP Small Cap Value
Mid-Cap Growth FMCSX Fidelity Mid Cap
Mid-Cap Growth DFDIX Delaware VIP Smid Cap Growth
MID-CAP VALUE ABASX AllianceBernstein VPS Small/Mid Cap Value
LARGE VALUE MEIAX LVIP MFS Value
LARGE BLEND LDFVX Lord Abbett Fundamental Equity Portfolio
LARGE VALUE TESIX FTVIPT Mutual Shares Securities
Mid-Cap Growth FRSGX FTVIPT Franklin Small-Mid Cap Growth Securities
LARGE GROWTH AGTHX LVIP American Growth
LARGE GROWTH AGTHX American Funds Growth
Mid-Cap Growth BGRFX LVIP Baron Growth Opportunities
LARGE VALUE CABDX AllianceBernstein VPS Growth & Income
SMALL BLEND LSMAX LVIP Columbia Value Opportunities
LARGE BLEND HVNBX LVIP American Growth-Income
LARGE GROWTH DUGAX Delaware VIP U.S. Growth
LARGE BLEND HVNBX American Funds Growth-Income
Total Available Funds: 48
  • 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 CSSPX LVIP Cohen & Steers Global Real Estate 85% 3 60 0 0.9% 2.96%
REAL ESTATE DPRSX Delaware VIP REIT 78% 3 60 0 0.98% 2.64%
Emerging Market
DIVERSIFIED EMERGING MKTS DEMIX Delaware VIP Emerging Markets 93% 3 60 0 1.7% 2.67%
INTERNATIONAL EQUITY
Foreign Large Growth MQGIX LVIP MFS International Growth 92% 3 60 0 0.7% 2.35%
Foreign Large Blend FOSFX Fidelity VIP Overseas 88% 3 60 0 0.95% 0.97%
WORLD STOCK ALTFX AllianceBernstein VPS Global Thematic Growth 68% 3 60 0 0.77% 0.03%
Foreign Large Value ABIAX AllianceBernstein VPS International Value 33% 3 60 0 1.25% 1.18%
WORLD STOCK LGEQX LVIP Mondrian International Value 0% 3 60 0 1.4% 0%
Foreign Large Blend HVTBX LVIP American International 0% 3 60 0 1.07% 0%
WORLD STOCK HVSBX LVIP American Global Small Capitalization 0% 3 60 0 1.3% 0%
WORLD STOCK HVLBX LVIP American Global Growth 0% 3 60 0 1.12% 0%
Foreign Large Blend HVTBX American Funds International 0% 3 60 0 1.07% 0%
WORLD STOCK HVSBX American Funds Global Small Capitalization 0% 3 60 0 1.3% 0%
WORLD STOCK HVLBX American Funds Global Growth 0% 3 60 0 1.12% 0%
Others
World Allocation MALOX BlackRock Global Allocation VI 90% 3 60 0 0.84% 1.48%
World Allocation AAASX DWS Alternative Asset Allocation Plus VIP 90% 3 60 0 1.22% 2.21%
Conservative Allocation FKINX FTVIPT Franklin Income Securities 51% 3 60 0 0.72% 5.56%
Conservative Allocation SSLIX LVIP SSgA Conservative Index Allocation 0% 3 60 0 NA 0%
ROOT CASH LVIP Money Market 0% 3 60 0 NA 3.73%
FIXED INCOME
Inflation-Protected Bond BPRIX LVIP BlackRock Inflation Protected Bond 96% 3 60 0 0.81% 3.64%
Short-Term Bond DTINX Delaware VIP Limited-Term Diversified Income 95% 3 60 0 0.32% 3.85%
Intermediate-Term Bond DPFFX Delaware VIP Diversified Income 89% 3 60 0 0.45% 4.28%
Multisector Bond DDFAX LVIP Delaware Diversified Floating Rate 69% 3 60 0 1.18% 8.29%
High Yield Bond OHYAX LVIP J.P. Morgan High Yield 62% 3 60 0 0.75% 6.22%
Intermediate-Term Bond SSBMX LVIP SSgA Bond Index 0% 3 60 0 0.51% 0.4%
Intermediate-Term Bond DPFIX LVIP Delaware Bond 0% 3 60 0 0.9% 1.65%
US EQUITY
MID-CAP VALUE VMVIX LVIP Mid-Cap Value 96% 3 60 0 0.19% 2.09%
LARGE GROWTH FCNTX Fidelity VIP Contrafund 96% 3 60 0 0.55% 2.71%
LARGE VALUE GSLAX Goldman Sachs VIT Large Cap Value 93% 3 60 0 1.29% 5.63%
LARGE GROWTH FDGRX Fidelity VIP Growth 90% 3 60 0 0.79% 3.32%
LARGE VALUE DDVIX Delaware VIP Value 87% 3 60 0 0.68% 11.4%
LARGE GROWTH VLCGX LVIP Capital Growth 81% 3 60 0 0.74% 6.65%
SMALL VALUE DEVIX Delaware VIP Small Cap Value 78% 3 60 0 1.36% 8.11%
Mid-Cap Growth FMCSX Fidelity Mid Cap 77% 3 60 0 0.75% 2.46%
Mid-Cap Growth DFDIX Delaware VIP Smid Cap Growth 73% 3 60 0 1.04% 0%
MID-CAP VALUE ABASX AllianceBernstein VPS Small/Mid Cap Value 62% 3 60 0 0.86% 6.3%
LARGE VALUE MEIAX LVIP MFS Value 56% 3 60 0 0.8% 8.34%
LARGE BLEND LDFVX Lord Abbett Fundamental Equity Portfolio 54% 3 60 0 0.63% 0.84%
LARGE VALUE TESIX FTVIPT Mutual Shares Securities 45% 3 60 0 1.25% 3.09%
Mid-Cap Growth FRSGX FTVIPT Franklin Small-Mid Cap Growth Securities 41% 3 60 0 0.85% 0%
LARGE GROWTH AGTHX LVIP American Growth 41% 3 60 0 0.3% 0%
LARGE GROWTH AGTHX American Funds Growth 41% 3 60 0 0.3% 0%
Mid-Cap Growth BGRFX LVIP Baron Growth Opportunities 40% 3 60 0 1.3% 1.84%
LARGE VALUE CABDX AllianceBernstein VPS Growth & Income 37% 3 60 0 0.65% 6.65%
SMALL BLEND LSMAX LVIP Columbia Value Opportunities 0% 3 60 0 1.33% 0.87%
LARGE BLEND HVNBX LVIP American Growth-Income 0% 3 60 0 0.81% 0%
LARGE GROWTH DUGAX Delaware VIP U.S. Growth 0% 3 60 0 1.1% 0%
LARGE BLEND HVNBX American Funds Growth-Income 0% 3 60 0 0.81% 0%
Average Expense Ratio: 0.91%
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 4.3% 12.7% 2.2% 7.2% 5.5% 7.3%

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 53 funds. It covers 5 major asset classes and 22 minor asset classes. The major asset classes it covers are Foreign Equity, US Equity, Fixed Income, Emerging Market Equity and REITs.

This plan consists of six well chosen ETFs for major asset classes. The criteria are based on MyPlanIQ's investment choice ranking methodology. Please notice that since some of ETFs have short history, historical performance before 2007 is not very meaningful.



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.