MyPlanIQ 401k Investor John Hancock Venture Annuities Plan

John Hancock Venture Annuities Plan

This Plan is unrated.
Investment Options
Total Available Funds: 48
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE JIREX DeAM Real Estate Securities
Emerging Market
DIVERSIFIED EMERGING MKTS NEWFX American Funds American New World
INTERNATIONAL EQUITY
Foreign Small/Mid Value DFISX DFA International Small Company
Foreign Large Value TEMFX Templeton International Value
Foreign Large Growth MIOFX Marsico International Opportunities
Others
Conservative Allocation JELMX John Hancock Lifestyle Moderate
Conservative Allocation JELCX John Hancock Lifestyle Conservative
Moderate Allocation JELBX John Hancock Lifestyle Balanced
US EQUITY
LARGE GROWTH TRBCX T.Rowe Price Blue Chip Growth
LARGE VALUE PRFDX T.Rowe Price Equity-Income
SMALL VALUE JESVX Wellington Small Cap Value
Total Available Funds: 48
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE JIREX DeAM Real Estate Securities
Emerging Market
DIVERSIFIED EMERGING MKTS NEWFX American Funds American New World
INTERNATIONAL EQUITY
Foreign Small/Mid Value DFISX DFA International Small Company
Foreign Large Value TEMFX Templeton International Value
Foreign Large Growth MIOFX Marsico International Opportunities
Foreign Large Value GMIEX GMO International Core
Foreign Large Blend HVTBX American Funds American International
WORLD STOCK HVSBX American Funds American Global Small Capitalization
WORLD STOCK HVLBX American Funds American Global Growth
Others
Conservative Allocation JELMX John Hancock Lifestyle Moderate
Conservative Allocation JELCX John Hancock Lifestyle Conservative
Moderate Allocation JELBX John Hancock Lifestyle Balanced
Health PRHSX T.Rowe Price Health Sciences
Technology PRSCX RCM and T.Rowe Price Science & Technology
Natural Resources JINRX Wellington Natural Resources
Financial RPFGX Davis Financial Services
ROOT CASH John Hancock Money Market
Moderate Allocation JIAOX John Hancock Core Strategy
World Allocation JCGOX John Hancock Core Global Diversification
Moderate Allocation JCFOX John Hancock Core Fundamental Holdings
World Allocation JGBOX John Hancock Core Disciplined Diversification
Moderate Allocation JCBOX John Hancock Core Balanced
Moderate Allocation JCLOX John Hancock Core Allocation
Moderate Allocation HVABX American Funds American Asset Allocation
US EQUITY
LARGE GROWTH TRBCX T.Rowe Price Blue Chip Growth
LARGE VALUE PRFDX T.Rowe Price Equity-Income
SMALL VALUE JESVX Wellington Small Cap Value
Small Growth JESGX Wellington Small Cap Growth
SMALL BLEND PRSVX T.Rowe Price Small Company Value
MID-CAP BLEND JECIX John Hancock Mid Cap Index
LARGE BLEND JELGX John Hancock Lifestyle Growth
LARGE GROWTH JICPX Jennison Capital Appreciation
SMALL BLEND JISOX Invesco/DFA Small Cap Opportunities
LARGE GROWTH AGTHX American Funds American Growth
LARGE VALUE VLUAX Invesco Value
Mid-Cap Growth JIMSX Wellington Mid Cap Stock
LARGE BLEND JELAX John Hancock Lifestyle Aggressive
LARGE BLEND SVVSX Davis Foundamental Value
LARGE BLEND HVNBX American Funds American Growth-Income
FIXED INCOME
ULTRASHORT BOND CMGUX John Hancock Ultra Short Term Bond
Intermediate-Term Bond RBFFX American Funds American Bond
High Yield Bond WAHYX Western Asset Management High Yield
Intermediate-Term Bond PTTPX PIMCO Total Return
High Yield Bond AHITX American Funds American High-Income Bond
Intermediate-Term Bond JEBNX Declaration Total Bond Market A
SHORT GOVERNMENT JSTDX John Hancock Short Term Government Income
Intermediate-Term Bond JIQBX Wellington Management Investment Quality Bond
WORLD BOND PIGLX PIMCO Global Bond
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
REAL ESTATE JIREX DeAM Real Estate Securities 82% 3 60 0 0.88% 12.29%
Emerging Market
DIVERSIFIED EMERGING MKTS NEWFX American Funds American New World 54% 3 60 0 1.03% 2.5%
INTERNATIONAL EQUITY
Foreign Small/Mid Value DFISX DFA International Small Company 100% 3 60 0 0.39% 3.03%
Foreign Large Value TEMFX Templeton International Value 55% 3 60 0 0.85% 1.01%
Foreign Large Growth MIOFX Marsico International Opportunities 51% 3 60 0 1.5% 0%
Foreign Large Value GMIEX GMO International Core 0% 3 60 0 0.53% 31.95%
Foreign Large Blend HVTBX American Funds American International 0% 3 60 0 1.07% 0%
WORLD STOCK HVSBX American Funds American Global Small Capitalization 0% 3 60 0 1.3% 0%
WORLD STOCK HVLBX American Funds American Global Growth 0% 3 60 0 1.12% 0%
Others
Conservative Allocation JELMX John Hancock Lifestyle Moderate 87% 3 60 0 0.78% 9.79%
Conservative Allocation JELCX John Hancock Lifestyle Conservative 87% 3 60 0 0.76% 5.02%
Moderate Allocation JELBX John Hancock Lifestyle Balanced 82% 3 60 0 0.8% 11.1%
Health PRHSX T.Rowe Price Health Sciences 63% 3 60 0 0.8% 5.33%
Technology PRSCX RCM and T.Rowe Price Science & Technology 58% 3 60 0 0.84% 0%
Natural Resources JINRX Wellington Natural Resources 45% 3 60 0 1.1% 1.62%
Financial RPFGX Davis Financial Services 33% 3 60 0 0.72% 7.03%
ROOT CASH John Hancock Money Market 0% 0 60 0 NA 4.14%
Moderate Allocation JIAOX John Hancock Core Strategy 0% 3 60 0 0.61% 0%
World Allocation JCGOX John Hancock Core Global Diversification 0% 3 60 0 0.91% 0%
Moderate Allocation JCFOX John Hancock Core Fundamental Holdings 0% 3 60 0 0.86% 0%
World Allocation JGBOX John Hancock Core Disciplined Diversification 0% 3 60 0 0.91% 0%
Moderate Allocation JCBOX John Hancock Core Balanced 0% 3 60 0 NA 0%
Moderate Allocation JCLOX John Hancock Core Allocation 0% 3 60 0 NA 0%
Moderate Allocation HVABX American Funds American Asset Allocation 0% 3 60 0 0.86% 0%
US EQUITY
LARGE GROWTH TRBCX T.Rowe Price Blue Chip Growth 100% 3 60 0 1.23% 0%
LARGE VALUE PRFDX T.Rowe Price Equity-Income 97% 3 60 0 1.23% 1.94%
SMALL VALUE JESVX Wellington Small Cap Value 92% 3 60 0 1.33% 9.58%
Small Growth JESGX Wellington Small Cap Growth 85% 3 60 0 1.16% 0%
SMALL BLEND PRSVX T.Rowe Price Small Company Value 85% 3 60 0 1.17% 3.33%
MID-CAP BLEND JECIX John Hancock Mid Cap Index 79% 3 60 0 0.54% 6.22%
LARGE BLEND JELGX John Hancock Lifestyle Growth 77% 3 60 0 0.81% 15.52%
LARGE GROWTH JICPX Jennison Capital Appreciation 75% 3 60 0 0.8% 0%
SMALL BLEND JISOX Invesco/DFA Small Cap Opportunities 63% 3 60 0 0.87% 8.62%
LARGE GROWTH AGTHX American Funds American Growth 41% 3 60 0 0.3% 0%
LARGE VALUE VLUAX Invesco Value 0% 3 60 0 NA 0%
Mid-Cap Growth JIMSX Wellington Mid Cap Stock 0% 3 60 0 0.91% 0%
LARGE BLEND JELAX John Hancock Lifestyle Aggressive 0% 3 60 0 1% 0%
LARGE BLEND SVVSX Davis Foundamental Value 0% 3 60 0 NA 6.05%
LARGE BLEND HVNBX American Funds American Growth-Income 0% 3 60 0 0.81% 0%
FIXED INCOME
ULTRASHORT BOND CMGUX John Hancock Ultra Short Term Bond 85% 3 60 0 0.46% 4.06%
Intermediate-Term Bond RBFFX American Funds American Bond 75% 3 60 0 0.33% 3.84%
High Yield Bond WAHYX Western Asset Management High Yield 71% 3 60 0 1.76% 7.98%
Intermediate-Term Bond PTTPX PIMCO Total Return 68% 3 60 0 0.8% 5.08%
High Yield Bond AHITX American Funds American High-Income Bond 48% 3 60 0 0.41% 6.39%
Intermediate-Term Bond JEBNX Declaration Total Bond Market A 0% 3 60 0 0.54% 0%
SHORT GOVERNMENT JSTDX John Hancock Short Term Government Income 0% 3 60 0 0.6% 0%
Intermediate-Term Bond JIQBX Wellington Management Investment Quality Bond 0% 3 60 0 0.75% 2.61%
WORLD BOND PIGLX PIMCO Global Bond 0% 3 60 0 0.57% 4.88%
Average Expense Ratio: 0.86%
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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 2.9% 12.7% 2.1% 5.8% 5.1% 7.5%

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

This plan is based on a user's input.



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