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MyPlanIQ 401k Investor Annuity Investors Life Assurance Co ACCESS100 NO CDSC C SHARES

Annuity Investors Life Assurance Co ACCESS100 NO CDSC C SHARES

This Plan is unrated.
Investment Options
Total Available Funds: 40
Asset Class Ticker Description Rating
Others
Moderate Allocation JABLX Janus Aspen Balanced Svc
Conservative Allocation CETFX FIVIT Ibb Conservative ETF Asset Allocation II
Conservative Allocation IETFX FIVIT Ibb Income & Growth ETF Asset Allocation II
INTERNATIONAL EQUITY
Foreign Large Growth AIEVX Invesco VI International Growth II
Foreign Large Value TEMFX Franklin VIP Foreign Security 2
WORLD STOCK OPPAX Oppenheimer VA Global Svc
US EQUITY
LARGE GROWTH CVTRX Calamos Adv Growth & Income
Mid-Cap Growth JAAGX Janus Aspen Enterprise Svc
LARGE GROWTH JAGRX Janus Aspen Ovseas Svc
Total Available Funds: 40
Asset Class Ticker Description Rating
Others
Moderate Allocation JABLX Janus Aspen Balanced Svc
Conservative Allocation CETFX FIVIT Ibb Conservative ETF Asset Allocation II
Conservative Allocation IETFX FIVIT Ibb Income & Growth ETF Asset Allocation II
Moderate Allocation BETFX FIVIT Ibb Balanced ETF Asset Allocation II
Target Date 2031-2035 TZO Wilshire 2035 ETF
Target Date 2021-2025 TZI Wilshire 2025 ETF
Target Date 2011-2015 TZE Wilshire 2015 ETF
Moderate Allocation OPASX Oppenheimer VA Balanced Svc
ROOT Cash Dreyfus Var Inv Money Market I
INTERNATIONAL EQUITY
Foreign Large Growth AIEVX Invesco VI International Growth II
Foreign Large Value TEMFX Franklin VIP Foreign Security 2
WORLD STOCK OPPAX Oppenheimer VA Global Svc
WORLD STOCK SGQAX DWS II Global Thematic A
Foreign Large Value ABIBX AllianceBern Var International Value B
US EQUITY
LARGE GROWTH CVTRX Calamos Adv Growth & Income
Mid-Cap Growth JAAGX Janus Aspen Enterprise Svc
LARGE GROWTH JAGRX Janus Aspen Ovseas Svc
LARGE GROWTH JAGRX Janus Aspen Janus Svc
LARGE BLEND NBGTX Neuberger Berman AMT Guardian S
LARGE BLEND PEOPX Dreyfus Stock Index Init
LARGE BLEND OMSOX Oppenheimer VA Main Street Svc
LARGE VALUE TESIX Franklin VIP Mut Shares 2
SMALL BLEND OPMSX Oppenheimer VA MS Small Cap Svc
SMALL BLEND SMEAX Invesco VI Small Cap Equity II
LARGE GROWTH OPTFX Oppenheimer VA Capital Appreciation Svc
LARGE BLEND GETFX FIVIT Ibb Growth ETF Asset Allocation II
Mid-Cap Growth UMGPX UIF Mid Cap Growth I
MID-CAP BLEND GTAGX Invesco VI Md Cap Core II
Mid-Cap Growth ACDAX Invesco VI Capital Development II
LARGE GROWTH DAPAX Dreyfus Social Resp Init
MID-CAP BLEND DPSAX Dreyfus Inv Mid Cap Stk Svc
Mid-Cap Growth AVSIX America Century VP Vista I
MID-CAP VALUE AVMTX America Century VP Mid Cap Value II
LARGE VALUE AVVTX America Century VP Large Company Value II
REAL ESTATE
Global Real Estate IGREX Invesco VI Global Real Est II
FIXED INCOME
Intermediate-Term Bond PTRAX PIMCO VIT Total Return Admn
Inflation-Protected Bond PARRX PIMCO VIT Real Return Admn
Intermediate Government FKUSX Franklin VIP US Government 2
High Yield Bond PHYAX PIMCO VIT High Yield Admn
Intermediate-Term Bond UFIPX UIF Core Plus Plus Fxd Income I
Total Available Funds: 40
  • 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 JABLX Janus Aspen Balanced Svc 91% 3 60 0 0.86% 5.45%
Conservative Allocation CETFX FIVIT Ibb Conservative ETF Asset Allocation II 29% 3 60 0 0.94% 2.78%
Conservative Allocation IETFX FIVIT Ibb Income & Growth ETF Asset Allocation II 29% 3 60 0 0.95% 10.72%
Moderate Allocation BETFX FIVIT Ibb Balanced ETF Asset Allocation II 21% 3 60 0 0.95% 13.43%
Target Date 2031-2035 TZO Wilshire 2035 ETF 0% 3 60 0 0.31% 2.13%
Target Date 2021-2025 TZI Wilshire 2025 ETF 0% 3 60 0 0.3% 2.15%
Target Date 2011-2015 TZE Wilshire 2015 ETF 0% 3 60 0 0.3% 2.07%
Moderate Allocation OPASX Oppenheimer VA Balanced Svc 0% 3 60 0 NA 0.76%
ROOT Cash Dreyfus Var Inv Money Market I 0% 3 60 0 NA NA
INTERNATIONAL EQUITY
Foreign Large Growth AIEVX Invesco VI International Growth II 93% 3 60 0 1.27% 15.85%
Foreign Large Value TEMFX Franklin VIP Foreign Security 2 54% 3 60 0 0.85% 4.06%
WORLD STOCK OPPAX Oppenheimer VA Global Svc 48% 3 60 0 1.31% 22.42%
WORLD STOCK SGQAX DWS II Global Thematic A 43% 3 60 0 0.92% 4.55%
Foreign Large Value ABIBX AllianceBern Var International Value B 0% 3 60 0 2.24% 0%
US EQUITY
LARGE GROWTH CVTRX Calamos Adv Growth & Income 94% 3 60 0 1.06% 7.99%
Mid-Cap Growth JAAGX Janus Aspen Enterprise Svc 92% 3 60 0 0.96% 7.94%
LARGE GROWTH JAGRX Janus Aspen Ovseas Svc 89% 3 60 0 0.81% 7.96%
LARGE GROWTH JAGRX Janus Aspen Janus Svc 89% 3 60 0 0.81% 7.96%
LARGE BLEND NBGTX Neuberger Berman AMT Guardian S 82% 3 60 0 1.17% 12.46%
LARGE BLEND PEOPX Dreyfus Stock Index Init 72% 3 60 0 0.5% 10.91%
LARGE BLEND OMSOX Oppenheimer VA Main Street Svc 46% 3 60 0 0.72% 5.5%
LARGE VALUE TESIX Franklin VIP Mut Shares 2 43% 3 60 0 1.25% 7.66%
SMALL BLEND OPMSX Oppenheimer VA MS Small Cap Svc 43% 3 60 0 1.32% 8.96%
SMALL BLEND SMEAX Invesco VI Small Cap Equity II 40% 3 60 0 1.01% 9.43%
LARGE GROWTH OPTFX Oppenheimer VA Capital Appreciation Svc 35% 3 60 0 0.63% 11.27%
LARGE BLEND GETFX FIVIT Ibb Growth ETF Asset Allocation II 33% 3 60 0 0.95% 9.42%
Mid-Cap Growth UMGPX UIF Mid Cap Growth I 0% 3 60 0 NA 4.77%
MID-CAP BLEND GTAGX Invesco VI Md Cap Core II 0% 3 60 0 1.23% 21.75%
Mid-Cap Growth ACDAX Invesco VI Capital Development II 0% 3 60 0 1.75% 38.7%
LARGE GROWTH DAPAX Dreyfus Social Resp Init 0% 3 60 0 1.15% 31.57%
MID-CAP BLEND DPSAX Dreyfus Inv Mid Cap Stk Svc 0% 3 60 0 1.15% 26.66%
Mid-Cap Growth AVSIX America Century VP Vista I 0% 3 60 0 NA 0%
MID-CAP VALUE AVMTX America Century VP Mid Cap Value II 0% 3 60 0 NA 4.99%
LARGE VALUE AVVTX America Century VP Large Company Value II 0% 3 60 0 NA 3.18%
REAL ESTATE
Global Real Estate IGREX Invesco VI Global Real Est II 93% 3 60 0 0.99% 2.07%
FIXED INCOME
Intermediate-Term Bond PTRAX PIMCO VIT Total Return Admn 66% 3 60 0 0.8% 4.37%
Inflation-Protected Bond PARRX PIMCO VIT Real Return Admn 60% 3 60 0 1.37% 3.14%
Intermediate Government FKUSX Franklin VIP US Government 2 56% 3 60 0 1.12% 3.28%
High Yield Bond PHYAX PIMCO VIT High Yield Admn 51% 3 60 0 0.66% 6.12%
Intermediate-Term Bond UFIPX UIF Core Plus Plus Fxd Income I 0% 3 60 0 NA 1.93%
Average Expense Ratio: 0.99%
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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 9.7% 16.5% 13.6% 9.0% 7.1% 8.0%

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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 43 funds. It covers 4 major asset classes and 21 minor asset classes. The major asset classes it covers are Foreign Equity, US Equity, Fixed Income and REITs.


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