MyPlanIQ PROTECTIVE LIFE CORPORATION 401K AND STOCK OWNERSHIP PLAN

PROTECTIVE LIFE CORPORATION 401K AND STOCK OWNERSHIP PLAN Investment Model Portfolios

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PROTECTIVE LIFE CORPORATION 401K AND STOCK OWNERSHIP PLAN
Investment Options
Total Available Funds: 14
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS LMEMX Legg Mason Global Asset Management Trust: Legg Mason Batterymarch Emerging Markets Trust; Class C Shares
DIVERSIFIED EMERGING MKTS LMRAX Legg Mason Global Asset Management Trust: Legg Mason Batterymarch Emerging Markets Trust; Class A Shares
INTERNATIONAL EQUITY
Foreign Large Blend DODFX Dodge & Cox Funds: Dodge & Cox International Stock Fund
Others
Target Date 2011-2015 TRRGX T Rowe Price Retirement Funds
Target Date 2021-2025 TRRHX T Rowe Price Retirement Funds
FIXED INCOME
Inflation-Protected Bond PRRIX PIMCO Funds: Real Return Fund; Institutional Class Shares
Inflation-Protected Bond PRTNX PIMCO Funds: Real Return Fund; Class A Shares
US EQUITY
LARGE GROWTH PRGFX T Rowe Price Growth Stock Fund
Mid-Cap Growth NBGEX Neuberger Berman Equity Funds: Neuberger Berman Genesis Fund; Trust Class
LARGE VALUE DODGX Dodge & Cox Funds: Dodge & Cox Stock Fund
Total Available Funds: 14
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS LMEMX Legg Mason Global Asset Management Trust: Legg Mason Batterymarch Emerging Markets Trust; Class C Shares
DIVERSIFIED EMERGING MKTS LMRAX Legg Mason Global Asset Management Trust: Legg Mason Batterymarch Emerging Markets Trust; Class A Shares
INTERNATIONAL EQUITY
Foreign Large Blend DODFX Dodge & Cox Funds: Dodge & Cox International Stock Fund
Others
Target Date 2011-2015 TRRGX T Rowe Price Retirement Funds
Target Date 2021-2025 TRRHX T Rowe Price Retirement Funds
FIXED INCOME
Inflation-Protected Bond PRRIX PIMCO Funds: Real Return Fund; Institutional Class Shares
Inflation-Protected Bond PRTNX PIMCO Funds: Real Return Fund; Class A Shares
US EQUITY
LARGE GROWTH PRGFX T Rowe Price Growth Stock Fund
Mid-Cap Growth NBGEX Neuberger Berman Equity Funds: Neuberger Berman Genesis Fund; Trust Class
LARGE VALUE DODGX Dodge & Cox Funds: Dodge & Cox Stock Fund
MID-CAP BLEND NMPAX Columbia Funds Series Trust: Columbia Mid Cap Index Fund; Class Z Shares
LARGE BLEND NINDX Columbia Funds Series Trust: Columbia Large Cap Index Fund; Class Z Shares
MID-CAP BLEND NTIAX Columbia Funds Series Trust: Columbia Mid Cap Index Fund; Class A Shares
LARGE BLEND NEIAX Columbia Funds Series Trust: Columbia Large Cap Index Fund; Class A Shares
Total Available Funds: 14
  • 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 LMEMX Legg Mason Global Asset Management Trust: Legg Mason Batterymarch Emerging Markets Trust; Class C Shares 0% 3 60 0 2.25% 0.26%
DIVERSIFIED EMERGING MKTS LMRAX Legg Mason Global Asset Management Trust: Legg Mason Batterymarch Emerging Markets Trust; Class A Shares 0% 3 60 0 1.5% 1.3%
INTERNATIONAL EQUITY
Foreign Large Blend DODFX Dodge & Cox Funds: Dodge & Cox International Stock Fund 99% 3 60 0 0.52% 2.18%
Others
Target Date 2011-2015 TRRGX T Rowe Price Retirement Funds 100% 3 60 0 0.76% 3.95%
Target Date 2021-2025 TRRHX T Rowe Price Retirement Funds 96% 3 60 0 1.05% 4.08%
FIXED INCOME
Inflation-Protected Bond PRRIX PIMCO Funds: Real Return Fund; Institutional Class Shares 80% 3 60 0 1.37% 2.83%
Inflation-Protected Bond PRTNX PIMCO Funds: Real Return Fund; Class A Shares 58% 3 60 0 1.37% 2.44%
US EQUITY
LARGE GROWTH PRGFX T Rowe Price Growth Stock Fund 100% 3 60 0 0% 6.55%
Mid-Cap Growth NBGEX Neuberger Berman Equity Funds: Neuberger Berman Genesis Fund; Trust Class 96% 3 60 0 0.84% 2.24%
LARGE VALUE DODGX Dodge & Cox Funds: Dodge & Cox Stock Fund 93% 3 60 0 0.52% 7.45%
MID-CAP BLEND NMPAX Columbia Funds Series Trust: Columbia Mid Cap Index Fund; Class Z Shares 81% 3 60 0 0.2% 1.26%
LARGE BLEND NINDX Columbia Funds Series Trust: Columbia Large Cap Index Fund; Class Z Shares 76% 3 60 0 0.45% 1.05%
MID-CAP BLEND NTIAX Columbia Funds Series Trust: Columbia Mid Cap Index Fund; Class A Shares 45% 3 60 0 0.2% 1.03%
LARGE BLEND NEIAX Columbia Funds Series Trust: Columbia Large Cap Index Fund; Class A Shares 36% 3 60 0 0.2% 0.85%
Average Expense Ratio: 0.8%
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Model Portfolios

Strategic Asset Allocation - Optimal: Click here to see this strategy description
Optimal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
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Tactical Asset Allocation: Click here to see this strategy description
Dynamic Asset Switching YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click to Create Model Portfolio

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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
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