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MyPlanIQ Transamerica Landmark ML 2008

Transamerica Landmark ML 2008

This Plan is unrated.
Investment Options
Total Available Funds: 59
Asset Class Ticker Description Rating
Others
Moderate Allocation PBAIX Transamerica BlackRock Tactical Allocation
Bear Market URPIX Transamerica ProFund UntraBear VP
Moderate Allocation FBALX Fidelity VIP Vbalanced Portfolio- Service Class 2
INTERNATIONAL EQUITY
Foreign Large Growth MIEIX Transamerica MFS International Equity VP
WORLD STOCK JAWGX Janus Aspen Worldwide Portfolio- Service Shares
Foreign Large Blend AEPGX American Funds International Fund- Class 2
US EQUITY
LARGE VALUE FEQIX Fidelity VIP Equity-Income Portfolio
LARGE GROWTH FCNTX Fidelity VIP Contrafund Portfolio- Service Class 2
Mid-Cap Growth JAAGX Janus Aspen Enterprise Portfolio- Service Shares
Total Available Funds: 59
Asset Class Ticker Description Rating
Others
Moderate Allocation PBAIX Transamerica BlackRock Tactical Allocation
Bear Market URPIX Transamerica ProFund UntraBear VP
Moderate Allocation FBALX Fidelity VIP Vbalanced Portfolio- Service Class 2
World Allocation MDLOX BlackRock Global Allocation V.I. Fund
World Allocation MDLOX Transamerica BlackRock Global Allocation VP
Conservative Allocation APIUX Transamerica Efficient Markets VP
Conservative Allocation ICLAX Transamerica Asset Allocation- Conservative VP- Service Class
Moderate Allocation IMOAX Transamerica Asset Allocation- Moderate VP
Conservative Allocation FKINX Franklin Income Securities Fund- Class 2
Moderate Allocation IMLAX Transamerica Asset Allocation- Moderate Growth VP
Moderate Allocation IBALX Transamerica Balanced VP
Moderate Allocation MSFRX MFS Total Return Series
Moderate Allocation GESIX GE Investments Total Return Fund- Class 3
CONVERTIBLE SECURITIES ICVAX Transamerica Convertible Securities VP
ROOT CASH Transamerica Money Market VP
Moderate Allocation FFABX Franklin Templeton VIP Founding Funds Allocation- Class 4
Moderate Allocation HVABX American Funds Asset Allocation Fund- Class 2
Moderate Allocation ABWBX Alliance Bernstien Balanced Wealthy Strategy Portfolio- Class B
INTERNATIONAL EQUITY
Foreign Large Growth MIEIX Transamerica MFS International Equity VP
WORLD STOCK JAWGX Janus Aspen Worldwide Portfolio- Service Shares
Foreign Large Blend AEPGX American Funds International Fund- Class 2
Foreign Large Value TEMFX Templeton Foreign Securities Fund- Class 2
DIVERSIFIED PACIFIC/ASIA NAPRX Transamerica Foxhall Emerging Markets/Pacific Rim VP
Foreign Large Blend INLAX Transamerica Morgan Stanley Active International Allocation VP
Foreign Large Value IIVIX Transamerica International Moderate Growth VP
US EQUITY
LARGE VALUE FEQIX Fidelity VIP Equity-Income Portfolio
LARGE GROWTH FCNTX Fidelity VIP Contrafund Portfolio- Service Class 2
Mid-Cap Growth JAAGX Janus Aspen Enterprise Portfolio- Service Shares
LARGE GROWTH APGYX Alliance Bernstien Large Cap Growth Portfolio- Class B
LARGE VALUE CBBYX Alliance Bernstien Growth and Income Portfolio- Class B
LARGE VALUE MABAX BlackRock Basic Value V.I. Fund
SMALL BLEND OTCFX Transamerica T. Rowe Price Small Cap VP- Service Class
MID-CAP BLEND FASOX Fidelity VIP Value Strategies Portfolio- Service Class
Mid-Cap Growth FMCCX Fidelity VIP Mid Cap Portfolio- Service Class 2
LARGE GROWTH GFFFX American Funds Growth Fund- Class 2
LARGE BLEND ICAFX American Funds Growth- Income fund- Class 2
Small Growth MNDAX MFS New Discovery Series- Service Class
SMALL BLEND IIVAX Transamerica Small/Mid Cap Value VP
LARGE BLEND IAAAX Transamerica Asset Allocation- Growth VP
LARGE VALUE TESIX Mutual Shares Securities Fund- Class 2
LARGE GROWTH FAGAX Fidelity VIP Growth Portfolio
MID-CAP VALUE JAMCX Transamerica JP Morgan Midcap Value VP
LARGE VALUE MDLVX Transamerica BlackRock Large Cap Value VP
LARGE BLEND IALAX Transamerica Focus VP
LARGE GROWTH TADAX Transamerica Diversified Equity VP
Mid-Cap Growth DGRAX Transamerica Morgan Stanley Mid-Cap Growth VP
Mid-Cap Growth ITSAX Transamerica Growth Opportunities VP
LARGE BLEND GTVLX Invesco V.I. Basic Value Series II
LARGE GROWTH ITQAX Transamerica WMC Diversified Growth VP
LARGE GROWTH TJNIX Transamerica Jennison Growth VP
LARGE GROWTH ACPAX Invesco V.I. Capital Appreciation Series II
LARGE BLEND DVGIX Transamerica Multi Managed Large Cap Core VP
REAL ESTATE
Global Real Estate IRGIX Transamerica Clarion Global Real Estate Securities- Service Class
FIXED INCOME
SHORT GOVERNMENT VSGDX Transamerica US Government Securities Vp
Intermediate-Term Bond ABNFX American Funds Bond Fund
High Yield Bond BHYIX BlackRock high Income V.I. Fund
Intermediate-Term Bond PTTAX Transamerica PIMCO Total Return VP
High Yield Bond IHIYX Transamerica AEGON High Yield Bond VP
ULTRASHORT BOND JEIFX Transamerica JPMorgan Enhanced Index VP
Total Available Funds: 59
  • 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
Others
Moderate Allocation PBAIX Transamerica BlackRock Tactical Allocation 97% 1 60 0 1.14% 0%
Bear Market URPIX Transamerica ProFund UntraBear VP 90% 1 60 0 1.78% 2.05%
Moderate Allocation FBALX Fidelity VIP Vbalanced Portfolio- Service Class 2 79% 1 60 0 0.5% 6.11%
World Allocation MDLOX BlackRock Global Allocation V.I. Fund 74% 1 60 0 0.84% 9.33%
World Allocation MDLOX Transamerica BlackRock Global Allocation VP 74% 1 60 0 0.84% 9.33%
Conservative Allocation APIUX Transamerica Efficient Markets VP 65% 1 60 0 1.11% 4.26%
Conservative Allocation ICLAX Transamerica Asset Allocation- Conservative VP- Service Class 57% 1 60 0 0.95% 3.31%
Moderate Allocation IMOAX Transamerica Asset Allocation- Moderate VP 57% 1 60 0 0.98% 6.56%
Conservative Allocation FKINX Franklin Income Securities Fund- Class 2 50% 1 60 0 0.72% 5.93%
Moderate Allocation IMLAX Transamerica Asset Allocation- Moderate Growth VP 50% 1 60 0 1.93% 7.28%
Moderate Allocation IBALX Transamerica Balanced VP 46% 1 60 0 0.96% 6.45%
Moderate Allocation MSFRX MFS Total Return Series 45% 1 60 0 0.39% 8.98%
Moderate Allocation GESIX GE Investments Total Return Fund- Class 3 44% 1 60 0 1.15% 104.32%
CONVERTIBLE SECURITIES ICVAX Transamerica Convertible Securities VP 0% 1 60 0 NA 2.02%
ROOT CASH Transamerica Money Market VP 0% 1 60 0 NA 2.53%
Moderate Allocation FFABX Franklin Templeton VIP Founding Funds Allocation- Class 4 0% 1 60 0 1.81% 1.88%
Moderate Allocation HVABX American Funds Asset Allocation Fund- Class 2 0% 1 60 0 0.86% 0%
Moderate Allocation ABWBX Alliance Bernstien Balanced Wealthy Strategy Portfolio- Class B 0% 1 60 0 1.76% 0%
INTERNATIONAL EQUITY
Foreign Large Growth MIEIX Transamerica MFS International Equity VP 89% 1 60 0 0.72% 2.79%
WORLD STOCK JAWGX Janus Aspen Worldwide Portfolio- Service Shares 86% 1 60 0 0.89% 9.5%
Foreign Large Blend AEPGX American Funds International Fund- Class 2 57% 1 60 0 0.9% 13.79%
Foreign Large Value TEMFX Templeton Foreign Securities Fund- Class 2 54% 1 60 0 0.85% 4.06%
DIVERSIFIED PACIFIC/ASIA NAPRX Transamerica Foxhall Emerging Markets/Pacific Rim VP 0% 1 60 0 NA 0.56%
Foreign Large Blend INLAX Transamerica Morgan Stanley Active International Allocation VP 0% 1 60 0 1.58% 1.16%
Foreign Large Value IIVIX Transamerica International Moderate Growth VP 0% 1 60 0 1% 3.18%
US EQUITY
LARGE VALUE FEQIX Fidelity VIP Equity-Income Portfolio 98% 1 60 0 0.57% 5.43%
LARGE GROWTH FCNTX Fidelity VIP Contrafund Portfolio- Service Class 2 96% 1 60 0 0.55% 5.18%
Mid-Cap Growth JAAGX Janus Aspen Enterprise Portfolio- Service Shares 92% 1 60 0 0.96% 7.94%
LARGE GROWTH APGYX Alliance Bernstien Large Cap Growth Portfolio- Class B 92% 1 60 0 0.95% 9.95%
LARGE VALUE CBBYX Alliance Bernstien Growth and Income Portfolio- Class B 87% 1 60 0 0.9% 6.41%
LARGE VALUE MABAX BlackRock Basic Value V.I. Fund 85% 1 60 0 0.54% 15.16%
SMALL BLEND OTCFX Transamerica T. Rowe Price Small Cap VP- Service Class 78% 1 60 0 1.17% 7.45%
MID-CAP BLEND FASOX Fidelity VIP Value Strategies Portfolio- Service Class 74% 1 60 0 0.75% 9.68%
Mid-Cap Growth FMCCX Fidelity VIP Mid Cap Portfolio- Service Class 2 71% 1 60 0 1.22% 8.33%
LARGE GROWTH GFFFX American Funds Growth Fund- Class 2 67% 1 60 0 0.3% 11.44%
LARGE BLEND ICAFX American Funds Growth- Income fund- Class 2 63% 1 60 0 0.27% 11.29%
Small Growth MNDAX MFS New Discovery Series- Service Class 59% 1 60 0 0.88% 0%
SMALL BLEND IIVAX Transamerica Small/Mid Cap Value VP 53% 1 60 0 1.21% 10.74%
LARGE BLEND IAAAX Transamerica Asset Allocation- Growth VP 53% 1 60 0 1.06% 7.8%
LARGE VALUE TESIX Mutual Shares Securities Fund- Class 2 43% 1 60 0 1.25% 7.66%
LARGE GROWTH FAGAX Fidelity VIP Growth Portfolio 41% 1 60 0 0.52% 4.84%
MID-CAP VALUE JAMCX Transamerica JP Morgan Midcap Value VP 41% 1 60 0 1.15% 19.14%
LARGE VALUE MDLVX Transamerica BlackRock Large Cap Value VP 34% 1 60 0 0.79% 9.8%
LARGE BLEND IALAX Transamerica Focus VP 31% 1 60 0 1.41% 0%
LARGE GROWTH TADAX Transamerica Diversified Equity VP 25% 1 60 0 0.69% 5.21%
Mid-Cap Growth DGRAX Transamerica Morgan Stanley Mid-Cap Growth VP 0% 1 60 0 0.97% 4.69%
Mid-Cap Growth ITSAX Transamerica Growth Opportunities VP 0% 1 60 0 1.7% 10.5%
LARGE BLEND GTVLX Invesco V.I. Basic Value Series II 0% 1 60 0 NA 0%
LARGE GROWTH ITQAX Transamerica WMC Diversified Growth VP 0% 1 60 0 NA 0%
LARGE GROWTH TJNIX Transamerica Jennison Growth VP 0% 1 60 0 0.9% 38.41%
LARGE GROWTH ACPAX Invesco V.I. Capital Appreciation Series II 0% 1 60 0 NA 0%
LARGE BLEND DVGIX Transamerica Multi Managed Large Cap Core VP 0% 1 60 0 1.15% 1.82%
REAL ESTATE
Global Real Estate IRGIX Transamerica Clarion Global Real Estate Securities- Service Class 94% 1 60 0 1.47% 7.25%
FIXED INCOME
SHORT GOVERNMENT VSGDX Transamerica US Government Securities Vp 90% 1 60 0 0.1% 3.94%
Intermediate-Term Bond ABNFX American Funds Bond Fund 73% 1 60 0 0.33% 4.44%
High Yield Bond BHYIX BlackRock high Income V.I. Fund 71% 1 60 0 0.51% 7.13%
Intermediate-Term Bond PTTAX Transamerica PIMCO Total Return VP 65% 1 60 0 0.8% 4.32%
High Yield Bond IHIYX Transamerica AEGON High Yield Bond VP 62% 1 60 0 0.6% 6.57%
ULTRASHORT BOND JEIFX Transamerica JPMorgan Enhanced Index VP 0% 1 60 0 NA 2.03%
Average Expense Ratio: 0.95%
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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*
Click to Create Model Portfolio

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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 for Portfolio Details or Follow 1.8% 12.8% 6.1% 5.7% 5.5% 6.5%

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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 70 funds. It covers 5 major asset classes and 23 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, Fixed Income, REITs and Emerging Market Equity.


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