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MyPlanIQ 401k Investor Sun Life REGATTA GOLD Annuity

Sun Life REGATTA GOLD Annuity

This Plan is unrated.
Investment Options
Total Available Funds: 84
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS LZEMX LZEMX,Lazard Retirement Emerging Markets Equity Portfolio S Class (f)
DIVERSIFIED EMERGING MKTS MEMAX MEMAX,MFS Emerging Markets Equity Portfolio S Class
DIVERSIFIED EMERGING MKTS TEDMX TEDMX,Templeton Developing Markets Securities Fund (Class 2) (m)
Others
Target Date 2016-2020 FFFDX FFFDX,Fidelity VIP Freedom 2020 Portfolio (Service Class 2)
Target Date 2011-2015 FFVFX FFVFX,Fidelity VIP Freedom 2015 Portfolio (Service Class 2)
Moderate Allocation PAALX PAALX,PIMCO All Asset Portfolio (Admin) (m)
INTERNATIONAL EQUITY
WORLD STOCK MWEIX MMEFX,MFS Global Research Portfolio (Service Class) (j)(h)
Foreign Large Value ABIYX SABSX,SC AllianceBernstein International Value Fund S Class
Foreign Large Growth MGRAX MGRAX,MFS International Growth Portfolio S Class
Total Available Funds: 84
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS LZEMX LZEMX,Lazard Retirement Emerging Markets Equity Portfolio S Class (f)
DIVERSIFIED EMERGING MKTS MEMAX MEMAX,MFS Emerging Markets Equity Portfolio S Class
DIVERSIFIED EMERGING MKTS TEDMX TEDMX,Templeton Developing Markets Securities Fund (Class 2) (m)
Others
Target Date 2016-2020 FFFDX FFFDX,Fidelity VIP Freedom 2020 Portfolio (Service Class 2)
Target Date 2011-2015 FFVFX FFVFX,Fidelity VIP Freedom 2015 Portfolio (Service Class 2)
Moderate Allocation PAALX PAALX,PIMCO All Asset Portfolio (Admin) (m)
Moderate Allocation VBINX VBINX,MFS Global Tactical Allocation Portfolio - S Class
Target Date 2000-2010 FFFCX FFFCX,Fidelity VIP Freedom 2010 Portfolio (Service Class 2) (a)
World Allocation MALOX MDLOW,BlackRock Global Allocation V.I. Fund (Class III)
Moderate Allocation FBALX FBALX,Fidelity VIP Balanced Portfolio (Service Class 2)
World Allocation PGMAX PGMAX,PIMCO Global Multi-Asset Portfolio (Advisor),A
Conservative Allocation FKINX FKINX,Franklin Income Securities Fund (Class 2)
Utilities MMUFX MMUFX,MFS Utilities Portfolio S Class (h)
Moderate Allocation MSFRX MSFRX,MFS Total Return Portfolio S Class (h)
Moderate Allocation FFALX FFALX,Franklin Templeton VIP Founding Funds Allocation Fund Class 2 (b)
Moderate Allocation PIALX SIMSX,SC Ibbotson Moderate Fund S Class
Moderate Allocation UEIIX UEIIX,Invesco Van Kampen V.I. Equity and Income Fund (Series II) (d)
ROOT CASH SMSXX,Sun Capital Money Market Fund S Class (n),INITIAL CLASS
Moderate Allocation SIBSX SIBSX,SC Ibbotson Balanced Fund S Class
Moderate Allocation OPASX OPASX,Oppenheimer Balanced Fund/VA (Service Shares) (q)
ROOT CASH MCMXX,MFS Money Market Portfolio S Class (m)(n)
Moderate Allocation ABWBX ABWBX,AllianceBernstein Balanced Wealth Strategy Portfolio (Class B)
INTERNATIONAL EQUITY
WORLD STOCK MWEIX MMEFX,MFS Global Research Portfolio (Service Class) (j)(h)
Foreign Large Value ABIYX SABSX,SC AllianceBernstein International Value Fund S Class
Foreign Large Growth MGRAX MGRAX,MFS International Growth Portfolio S Class
Foreign Large Value TEMFX TEMFX,Templeton Foreign Securities Fund (Class 2) (m)
Foreign Large Value MGIAX MGIAX,MFS International Value Portfolio S Class
WORLD STOCK OPPAX OPPAX,Oppenheimer Global Securities Fund/VA Svc
Foreign Large Blend MRSAX MRSAX,MFS Research International Portfolio S Class
WORLD STOCK TEPLX TEPLX,Templeton Growth Securities Fund (Class 2)
WORLD STOCK MWOFX MWOFX,MFS Global Growth Portfolio S Class (h)(k)
Foreign Small/Mid Value FEOVX FEOVX,First Eagle Overseas Variable Fund
Foreign Large Growth MBIOX MBIOX,Columbia Marsico International Opportunities Fund, VS Class B
Foreign Large Value ABIBX ABIBX,AllianceBernstein International Value Portfolio (Class B) (a)
Foreign Large Growth AWPBX AWPBX,AllianceBernstein International Growth Portfolio (Class B)
US EQUITY
LARGE GROWTH FCNTX FCNTX,Fidelity VIP Contrafund Portfolio (Service Class 2)
LARGE BLEND NYVTX SVVSX,SC Davis Venture Value Fund S Class
Small Growth GTSVX SASSX,SC Invesco Small Cap Growth Fund S Class (s)
SMALL VALUE CSCZX SDSSX,SC Columbia Small Cap Value Fund S Class (r)
MID-CAP VALUE GSMCX SCGMX,SC Goldman Sachs Mid Cap Value Fund I Class
Mid-Cap Growth FMCSX FMCSX,Fidelity VIP Mid Cap Portfolio (Service Class 2)
LARGE GROWTH MFEGX MFEGX,MFS Growth Portfolio S Class (j)(h)
Small Growth MNDAX MNDAX,MFS New Discovery Portfolio S Class (j)(h)
Mid-Cap Growth LMGAX LMGAX,Lord Abbett Series Fund - Growth Opportunities Portfolio VC
SMALL VALUE FRVLX FRVLX,Franklin Small Cap Value Securities Fund (Class 2)
LARGE VALUE MEIAX MEIAX,MFS Value Portfolio S Class (h)
LARGE BLEND LDFVX LDFVX,Lord Abbett Series Fund - Fundamental Equity Portfolio VC (g)
LARGE GROWTH MIGFX MIGFX,MFS Massachusetts Investors Growth Stock Portfolio S Class (j)
LARGE VALUE ACSTX ACSTX,Invesco Van Kampen V.I. Comstock Fund (Series II) (c)
MID-CAP VALUE GSMSX SGMCX,SC Goldman Sachs Mid Cap Value Fund S Class
LARGE VALUE TESIX TESIX,Mutual Shares Securities Fund (Class 2) (p)
SMALL BLEND OPMSX OPMSX,Oppenheimer Main Street Small Cap Fund/VA (Service Shares) (j)
LARGE BLEND MUEAX MUEAX,MFS Blended Research Core Equity Portfolio S Class (j)(h)
LARGE BLEND MRGAX MRGAX,MFS Core Equity Portfolio S Class
LARGE BLEND MSIGX MSIGX,Oppenheimer Main Street Fund/VA (Service Shares) (a)
LARGE GROWTH OPTFX OPTFX,Oppenheimer Capital Appreciation Fund/VA Svc
Mid-Cap Growth OTCAX MFS Mid Cap Growth Portfolio S Class (k)
MID-CAP VALUE UMCCX UMCCX,Invesco Van Kampen V.I. Mid Cap Value Fund (Series II) (e)
LARGE GROWTH SLGSX SLGSX,SC WMC Large Cap Growth Fund S Class
Mid-Cap Growth SBCMX SBLSX,SC WMC Blue Chip Mid Cap Fund S Class
LARGE BLEND IOMIX SCOMX,SC Oppenheimer Main Street Small Cap Fund S Class
LARGE BLEND SOCSX SOCSX,SC Oppenheimer Large Cap Core Fund S Class
LARGE BLEND SCLSX SCLSX,SC Lord Abbett Growth & Income Fund S Class
LARGE BLEND LWSYX SCLGX,SC Lord Abbett Growth & Income Fund I Class
LARGE BLEND GRAAX SIGSX,SC Ibbotson Growth Fund S Class
Mid-Cap Growth DGRAX DGRAX,Morgan Stanley UIF Mid Cap Growth Portfolio (Class II) (o)
LARGE GROWTH NGIBX NGIBX,Columbia Marsico Growth Fund, VS Class B
LARGE GROWTH NMTBX NMTBX,Columbia Marsico 21st Century Fund, VS Class B
REAL ESTATE
REAL ESTATE SRESX SRESX,Sun Capital Global Real Estate Fund S Class
FIXED INCOME
Inflation-Protected Bond BPRIX SBISX,SC BlackRock Inflation Protected Bond Fund S Class
SHORT GOVERNMENT GSTGX SGSDX,SC Goldman Sachs Short Duration Fund I Class
Emerging Markets Bond PELPX PEBAX,PIMCO Emerging Markets Bond Portfolio (Admin)
Muni National Short GSFSX SGSSX,SC Goldman Sachs Short Duration Fund S Class
High Yield Bond IPIMX SCPSX,SC PIMCO High Yield Fund S Class
Intermediate-Term Bond PTRAX PTRAX,PIMCO Total Return Portfolio (Admin) (a)
Multisector Bond FRSTX FRSTX,Franklin Strategic Income Securities Fund (Class 2)
Inflation-Protected Bond PARRX PARRX,PIMCO Real Return Portfolio (Admin) (a)
Intermediate Government MFGSX MFGSX,MFS Government Securities Portfolio S Class
Multisector Bond MFIOX MFIOX,MFS Strategic Income Portfolio S Class (k)
Intermediate-Term Bond MFBFX MFBFX,MFS Bond Portfolio S Class
High Yield Bond MHOAX MHOAX,MFS High Yield Portfolio S Class (m)
Intermediate-Term Bond SGBSX SGBSX,Sun Capital Investment Grade Bond Fund S Class
Intermediate-Term Bond IPTSX SPTSX,SC PIMCO Total Return Fund S Class
COMMODITIES
COMMODITIES BROAD BASKET PCRRX PCRRX,PIMCO CommodityRealReturn
Total Available Funds: 84
  • 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 LZEMX LZEMX,Lazard Retirement Emerging Markets Equity Portfolio S Class (f) 91% 3 60 0 1.07% 2.47%
DIVERSIFIED EMERGING MKTS MEMAX MEMAX,MFS Emerging Markets Equity Portfolio S Class 47% 3 60 0 1.31% 2.9%
DIVERSIFIED EMERGING MKTS TEDMX TEDMX,Templeton Developing Markets Securities Fund (Class 2) (m) 44% 3 60 0 1.63% 3.3%
Others
Target Date 2016-2020 FFFDX FFFDX,Fidelity VIP Freedom 2020 Portfolio (Service Class 2) 98% 3 60 0 0.58% 8.24%
Target Date 2011-2015 FFVFX FFVFX,Fidelity VIP Freedom 2015 Portfolio (Service Class 2) 98% 3 60 0 0.54% 6.93%
Moderate Allocation PAALX PAALX,PIMCO All Asset Portfolio (Admin) (m) 96% 3 60 0 1.84% 7.66%
Moderate Allocation VBINX VBINX,MFS Global Tactical Allocation Portfolio - S Class 92% 3 60 0 0.07% 5.81%
Target Date 2000-2010 FFFCX FFFCX,Fidelity VIP Freedom 2010 Portfolio (Service Class 2) (a) 92% 3 60 0 0.49% 5.01%
World Allocation MALOX MDLOW,BlackRock Global Allocation V.I. Fund (Class III) 90% 3 60 0 0.84% 9.44%
Moderate Allocation FBALX FBALX,Fidelity VIP Balanced Portfolio (Service Class 2) 79% 3 60 0 0.5% 6.11%
World Allocation PGMAX PGMAX,PIMCO Global Multi-Asset Portfolio (Advisor),A 72% 3 60 0 0.96% 2.47%
Conservative Allocation FKINX FKINX,Franklin Income Securities Fund (Class 2) 50% 3 60 0 0.72% 5.93%
Utilities MMUFX MMUFX,MFS Utilities Portfolio S Class (h) 46% 3 60 0 1% 4%
Moderate Allocation MSFRX MSFRX,MFS Total Return Portfolio S Class (h) 45% 3 60 0 0.39% 8.98%
Moderate Allocation FFALX FFALX,Franklin Templeton VIP Founding Funds Allocation Fund Class 2 (b) 45% 3 60 0 1.23% 5.33%
Moderate Allocation PIALX SIMSX,SC Ibbotson Moderate Fund S Class 45% 3 60 0 0.96% 6.16%
Moderate Allocation UEIIX UEIIX,Invesco Van Kampen V.I. Equity and Income Fund (Series II) (d) 25% 3 60 0 NA 7.71%
ROOT CASH SMSXX,Sun Capital Money Market Fund S Class (n),INITIAL CLASS 0% 1 60 0 NA 2.53%
Moderate Allocation SIBSX SIBSX,SC Ibbotson Balanced Fund S Class 0% 1 60 0 NA 0%
Moderate Allocation OPASX OPASX,Oppenheimer Balanced Fund/VA (Service Shares) (q) 0% 3 60 0 NA 0.76%
ROOT CASH MCMXX,MFS Money Market Portfolio S Class (m)(n) 0% 1 60 0 NA 2.53%
Moderate Allocation ABWBX ABWBX,AllianceBernstein Balanced Wealth Strategy Portfolio (Class B) 0% 3 60 0 1.76% 0%
INTERNATIONAL EQUITY
WORLD STOCK MWEIX MMEFX,MFS Global Research Portfolio (Service Class) (j)(h) 89% 3 60 0 0.9% 18.37%
Foreign Large Value ABIYX SABSX,SC AllianceBernstein International Value Fund S Class 70% 3 60 0 1.25% 3.27%
Foreign Large Growth MGRAX MGRAX,MFS International Growth Portfolio S Class 60% 3 60 0 0.7% 5.46%
Foreign Large Value TEMFX TEMFX,Templeton Foreign Securities Fund (Class 2) (m) 54% 3 60 0 0.85% 4.06%
Foreign Large Value MGIAX MGIAX,MFS International Value Portfolio S Class 50% 3 60 0 0.61% 8.69%
WORLD STOCK OPPAX OPPAX,Oppenheimer Global Securities Fund/VA Svc 48% 3 60 0 1.31% 22.42%
Foreign Large Blend MRSAX MRSAX,MFS Research International Portfolio S Class 47% 3 60 0 0.75% 5.35%
WORLD STOCK TEPLX TEPLX,Templeton Growth Securities Fund (Class 2) 38% 3 60 0 1.1% 14.39%
WORLD STOCK MWOFX MWOFX,MFS Global Growth Portfolio S Class (h)(k) 0% 3 60 0 1.97% 5.46%
Foreign Small/Mid Value FEOVX FEOVX,First Eagle Overseas Variable Fund 0% 3 60 0 NA 1.2%
Foreign Large Growth MBIOX MBIOX,Columbia Marsico International Opportunities Fund, VS Class B 0% 3 60 0 2.24% 0%
Foreign Large Value ABIBX ABIBX,AllianceBernstein International Value Portfolio (Class B) (a) 0% 3 60 0 2.24% 0%
Foreign Large Growth AWPBX AWPBX,AllianceBernstein International Growth Portfolio (Class B) 0% 3 60 0 2.25% 13.98%
US EQUITY
LARGE GROWTH FCNTX FCNTX,Fidelity VIP Contrafund Portfolio (Service Class 2) 96% 3 60 0 0.55% 5.18%
LARGE BLEND NYVTX SVVSX,SC Davis Venture Value Fund S Class 92% 3 60 0 1.75% 12.3%
Small Growth GTSVX SASSX,SC Invesco Small Cap Growth Fund S Class (s) 91% 3 60 0 0.91% 8.5%
SMALL VALUE CSCZX SDSSX,SC Columbia Small Cap Value Fund S Class (r) 89% 3 60 0 1.24% 13%
MID-CAP VALUE GSMCX SCGMX,SC Goldman Sachs Mid Cap Value Fund I Class 83% 3 60 0 1.18% 14.16%
Mid-Cap Growth FMCSX FMCSX,Fidelity VIP Mid Cap Portfolio (Service Class 2) 77% 3 60 0 0.75% 2.03%
LARGE GROWTH MFEGX MFEGX,MFS Growth Portfolio S Class (j)(h) 60% 3 60 0 0.5% 16.12%
Small Growth MNDAX MNDAX,MFS New Discovery Portfolio S Class (j)(h) 59% 3 60 0 0.88% 0%
Mid-Cap Growth LMGAX LMGAX,Lord Abbett Series Fund - Growth Opportunities Portfolio VC 59% 3 60 0 0.63% 7.8%
SMALL VALUE FRVLX FRVLX,Franklin Small Cap Value Securities Fund (Class 2) 55% 3 60 0 1.73% 8.38%
LARGE VALUE MEIAX MEIAX,MFS Value Portfolio S Class (h) 54% 3 60 0 0.8% 9.45%
LARGE BLEND LDFVX LDFVX,Lord Abbett Series Fund - Fundamental Equity Portfolio VC (g) 54% 3 60 0 0.63% 8.52%
LARGE GROWTH MIGFX MIGFX,MFS Massachusetts Investors Growth Stock Portfolio S Class (j) 49% 3 60 0 0.71% 11.29%
LARGE VALUE ACSTX ACSTX,Invesco Van Kampen V.I. Comstock Fund (Series II) (c) 48% 3 60 0 1.55% 8.83%
MID-CAP VALUE GSMSX SGMCX,SC Goldman Sachs Mid Cap Value Fund S Class 46% 3 60 0 0.82% 14.48%
LARGE VALUE TESIX TESIX,Mutual Shares Securities Fund (Class 2) (p) 43% 3 60 0 1.25% 7.66%
SMALL BLEND OPMSX OPMSX,Oppenheimer Main Street Small Cap Fund/VA (Service Shares) (j) 43% 3 60 0 1.32% 8.96%
LARGE BLEND MUEAX MUEAX,MFS Blended Research Core Equity Portfolio S Class (j)(h) 42% 3 60 0 0.41% 7.59%
LARGE BLEND MRGAX MRGAX,MFS Core Equity Portfolio S Class 42% 3 60 0 1.16% 13.37%
LARGE BLEND MSIGX MSIGX,Oppenheimer Main Street Fund/VA (Service Shares) (a) 40% 3 60 0 0.49% 7.98%
LARGE GROWTH OPTFX OPTFX,Oppenheimer Capital Appreciation Fund/VA Svc 35% 3 60 0 0.63% 11.27%
Mid-Cap Growth OTCAX MFS Mid Cap Growth Portfolio S Class (k) 32% 3 60 0 0.78% 14.57%
MID-CAP VALUE UMCCX UMCCX,Invesco Van Kampen V.I. Mid Cap Value Fund (Series II) (e) 32% 3 60 0 NA 17.61%
LARGE GROWTH SLGSX SLGSX,SC WMC Large Cap Growth Fund S Class 0% 3 60 0 NA 8.81%
Mid-Cap Growth SBCMX SBLSX,SC WMC Blue Chip Mid Cap Fund S Class 0% 3 60 0 NA 7.78%
LARGE BLEND IOMIX SCOMX,SC Oppenheimer Main Street Small Cap Fund S Class 0% 3 60 0 NA 1.34%
LARGE BLEND SOCSX SOCSX,SC Oppenheimer Large Cap Core Fund S Class 0% 1 60 0 NA 1.1%
LARGE BLEND SCLSX SCLSX,SC Lord Abbett Growth & Income Fund S Class 0% 1 60 0 NA 20%
LARGE BLEND LWSYX SCLGX,SC Lord Abbett Growth & Income Fund I Class 0% 3 60 0 1.02% 0.55%
LARGE BLEND GRAAX SIGSX,SC Ibbotson Growth Fund S Class 0% 3 60 0 1.57% 4.37%
Mid-Cap Growth DGRAX DGRAX,Morgan Stanley UIF Mid Cap Growth Portfolio (Class II) (o) 0% 3 60 0 0.97% 4.69%
LARGE GROWTH NGIBX NGIBX,Columbia Marsico Growth Fund, VS Class B 0% 3 60 0 2% 0%
LARGE GROWTH NMTBX NMTBX,Columbia Marsico 21st Century Fund, VS Class B 0% 3 60 0 2.06% 0%
REAL ESTATE
REAL ESTATE SRESX SRESX,Sun Capital Global Real Estate Fund S Class 0% 3 60 0 NA 0%
FIXED INCOME
Inflation-Protected Bond BPRIX SBISX,SC BlackRock Inflation Protected Bond Fund S Class 96% 13 60 0 0.81% 3.88%
SHORT GOVERNMENT GSTGX SGSDX,SC Goldman Sachs Short Duration Fund I Class 94% 3 60 0 0.47% 3.4%
Emerging Markets Bond PELPX PEBAX,PIMCO Emerging Markets Bond Portfolio (Admin) 79% 3 60 0 2.37% 7.29%
Muni National Short GSFSX SGSSX,SC Goldman Sachs Short Duration Fund S Class 75% 3 60 0 0.38% 2.61%
High Yield Bond IPIMX SCPSX,SC PIMCO High Yield Fund S Class 73% 3 60 0 0.48% 6.1%
Intermediate-Term Bond PTRAX PTRAX,PIMCO Total Return Portfolio (Admin) (a) 66% 3 60 0 0.8% 4.37%
Multisector Bond FRSTX FRSTX,Franklin Strategic Income Securities Fund (Class 2) 63% 3 60 0 0.52% 4.05%
Inflation-Protected Bond PARRX PARRX,PIMCO Real Return Portfolio (Admin) (a) 60% 3 60 0 1.37% 3.14%
Intermediate Government MFGSX MFGSX,MFS Government Securities Portfolio S Class 58% 3 60 0 1.51% 3.56%
Multisector Bond MFIOX MFIOX,MFS Strategic Income Portfolio S Class (k) 57% 3 60 0 1.48% 4.74%
Intermediate-Term Bond MFBFX MFBFX,MFS Bond Portfolio S Class 51% 3 60 0 0.51% 4.61%
High Yield Bond MHOAX MHOAX,MFS High Yield Portfolio S Class (m) 36% 3 60 0 0.74% 5.16%
Intermediate-Term Bond SGBSX SGBSX,Sun Capital Investment Grade Bond Fund S Class 0% 3 60 0 NA 0%
Intermediate-Term Bond IPTSX SPTSX,SC PIMCO Total Return Fund S Class 0% 3 60 0 0.83% 0%
COMMODITIES
COMMODITIES BROAD BASKET PCRRX PCRRX,PIMCO CommodityRealReturn 76% 3 60 0 1.14% 7.62%
Average Expense Ratio: 1.05%
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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 for Portfolio Details or Follow 0.2% 7.1% 1.9% 5.1% 5.2% 5.6%

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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 0.6% 4.7% 4.7% 6.0% 3.1% 6.2%

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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 for Portfolio Details or Follow 3.2% 21.1% 12.1% 4.5% 7.0% 6.0%

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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 84 funds. It covers 6 major asset classes and 31 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, Fixed Income, Emerging Market Equity, Commodity and REITs.


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