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MyPlanIQ 401k Investor Annuity Investors Life Assurance Co COMMODORE INDEPENDENCE C SHARES

Annuity Investors Life Assurance Co COMMODORE INDEPENDENCE C SHARES

This Plan is unrated.
Investment Options
Total Available Funds: 41
Asset Class Ticker Description Rating
Others
Moderate Allocation JABLX Janus Aspen Balanced Inst
Technology DGVRX Dreyfus Inv Technology Growth Inl
Health GTHIX Invesco VI Global Health Care I
INTERNATIONAL EQUITY
WORLD STOCK JAWGX Janus Aspen Worldwide Growth Inst
Foreign Large Value TEMFX Franklin VIP Foreign Security 2
US EQUITY
LARGE BLEND DGAGX Dreyfus Var Inv Appreciation I
LARGE GROWTH JACAX Janus Aspen Forty Inst
LARGE GROWTH CVTRX Calamos Adv Growth & Income
REAL ESTATE
REAL ESTATE UUSRX UIF US Real Estate I
Total Available Funds: 41
Asset Class Ticker Description Rating
Others
Moderate Allocation JABLX Janus Aspen Balanced Inst
Technology DGVRX Dreyfus Inv Technology Growth Inl
Health GTHIX Invesco VI Global Health Care I
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 NS
Financial FSFSX Invesco VI Financial Services I
ROOT Cash Dreyfus Var Inv Money Market I
INTERNATIONAL EQUITY
WORLD STOCK JAWGX Janus Aspen Worldwide Growth Inst
Foreign Large Value TEMFX Franklin VIP Foreign Security 2
US EQUITY
LARGE BLEND DGAGX Dreyfus Var Inv Appreciation I
LARGE GROWTH JACAX Janus Aspen Forty Inst
LARGE GROWTH CVTRX Calamos Adv Growth & Income
Mid-Cap Growth JAAGX Janus Aspen Enterprise Inst
LARGE GROWTH JAGRX Janus Aspen Ovseas Inst
LARGE GROWTH JAGRX Janus Aspen Janus Inst
LARGE BLEND PEOPX Dreyfus Stock Index Init
LARGE BLEND CHTRX Invesco VI Core Plus Equity I
LARGE BLEND OMSOX Oppenheimer VA Main Street NS
SMALL BLEND SMEAX Invesco VI Small Cap Equity I
LARGE GROWTH OPTFX Oppenheimer VA Capital Appreciation NS
LARGE BLEND GETFX FIVIT Ibb Growth ETF Asset Allocation II
SMALL BLEND SZCAX DWS VIT Small Cap Index A
Mid-Cap Growth UMGPX UIF Mid Cap Growth I
Mid-Cap Growth ACDAX Invesco VI Capital Development I
SMALL BLEND DRELX Dreyfus Var Inv Leader I
LARGE GROWTH DGRIX Dreyfus Var Inv Growth & Income I
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
LARGE GROWTH AVPUX America Century VP Ultra I
MID-CAP VALUE AVIPX America Century VP Mid Cap Value I
LARGE VALUE AVVIX America Century VP Large Company Value I
REAL ESTATE
REAL ESTATE UUSRX UIF US Real Estate I
FIXED INCOME
Intermediate-Term Bond PTRAX PIMCO VIT Total Return Admn
Inflation-Protected Bond PARRX PIMCO VIT Real Return Admn
Intermediate-Term Bond UFIPX UIF Core Plus Plus Fxd Income I
Total Available Funds: 41
  • 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 Inst 91% 3 60 0 0.86% 5.45%
Technology DGVRX Dreyfus Inv Technology Growth Inl 55% 3 60 0 0.77% 10.84%
Health GTHIX Invesco VI Global Health Care I 36% 3 60 0 1.04% 6.21%
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 NS 0% 3 60 0 NA 0.76%
Financial FSFSX Invesco VI Financial Services I 0% 3 60 0 NA 0%
ROOT Cash Dreyfus Var Inv Money Market I 0% 3 60 0 NA NA
INTERNATIONAL EQUITY
WORLD STOCK JAWGX Janus Aspen Worldwide Growth Inst 86% 3 60 0 0.89% 9.5%
Foreign Large Value TEMFX Franklin VIP Foreign Security 2 54% 3 60 0 0.85% 4.06%
US EQUITY
LARGE BLEND DGAGX Dreyfus Var Inv Appreciation I 97% 3 60 0 0.66% 16.83%
LARGE GROWTH JACAX Janus Aspen Forty Inst 95% 3 60 0 0.55% 12.88%
LARGE GROWTH CVTRX Calamos Adv Growth & Income 94% 3 60 0 1.06% 7.99%
Mid-Cap Growth JAAGX Janus Aspen Enterprise Inst 92% 3 60 0 0.96% 7.94%
LARGE GROWTH JAGRX Janus Aspen Ovseas Inst 89% 3 60 0 0.81% 7.96%
LARGE GROWTH JAGRX Janus Aspen Janus Inst 89% 3 60 0 0.81% 7.96%
LARGE BLEND PEOPX Dreyfus Stock Index Init 72% 3 60 0 0.5% 10.91%
LARGE BLEND CHTRX Invesco VI Core Plus Equity I 57% 3 60 0 0.92% 7.71%
LARGE BLEND OMSOX Oppenheimer VA Main Street NS 46% 3 60 0 0.72% 5.5%
SMALL BLEND SMEAX Invesco VI Small Cap Equity I 40% 3 60 0 1.01% 9.43%
LARGE GROWTH OPTFX Oppenheimer VA Capital Appreciation NS 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%
SMALL BLEND SZCAX DWS VIT Small Cap Index A 26% 3 60 0 1.21% 1.15%
Mid-Cap Growth UMGPX UIF Mid Cap Growth I 0% 3 60 0 NA 4.77%
Mid-Cap Growth ACDAX Invesco VI Capital Development I 0% 3 60 0 1.75% 38.7%
SMALL BLEND DRELX Dreyfus Var Inv Leader I 0% 3 60 0 NA 0.01%
LARGE GROWTH DGRIX Dreyfus Var Inv Growth & Income I 0% 3 60 0 1.03% 25.22%
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%
LARGE GROWTH AVPUX America Century VP Ultra I 0% 3 60 0 NA 9.51%
MID-CAP VALUE AVIPX America Century VP Mid Cap Value I 0% 3 60 0 NA 5.13%
LARGE VALUE AVVIX America Century VP Large Company Value I 0% 3 60 0 NA 3.39%
REAL ESTATE
REAL ESTATE UUSRX UIF US Real Estate I 0% 3 60 0 NA 1.32%
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-Term Bond UFIPX UIF Core Plus Plus Fxd Income I 0% 3 60 0 NA 1.93%
Average Expense Ratio: 0.88%
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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 0.8% 7.1% 1.9% 4.4% 7.1% 8.7%

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

This plan also represents Annuity Investors Life Assurance Co COMMODORE MAJESTY L SHARES。



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