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MyPlanIQ 401k Investor Commonwealth Annuity and Life Ins Co ALLMERICA SELECT RESOURCE I B SHARES

Commonwealth Annuity and Life Ins Co ALLMERICA SELECT RESOURCE I B SHARES

This Plan is unrated.
Investment Options
Total Available Funds: 29
Asset Class Ticker Description Rating
Others
Moderate Allocation MTRIX MFS VIT Total Return S
Utilities MMUIX MFS VIT Utility S
Moderate Allocation OPASX Oppenheimer VA Balanced Svc
INTERNATIONAL EQUITY
Foreign Large Growth PRITX T Rowe Price Institutional Institutional St
Foreign Large Value TEMFX Franklin VIP Foreign Security 2
WORLD STOCK OPPAX Oppenheimer VA Global Svc
US EQUITY
LARGE VALUE FEQIX Fidelity VIP Equity-Income Init
Small Growth MNDIX MFS VIT New Discovery S
LARGE GROWTH GSTSX Goldman VIT Strategic Growth Svc
Total Available Funds: 29
Asset Class Ticker Description Rating
Others
Moderate Allocation MTRIX MFS VIT Total Return S
Utilities MMUIX MFS VIT Utility S
Moderate Allocation OPASX Oppenheimer VA Balanced Svc
ROOT CASH Goldman VIT Money Market Svc
INTERNATIONAL EQUITY
Foreign Large Growth PRITX T Rowe Price Institutional Institutional St
Foreign Large Value TEMFX Franklin VIP Foreign Security 2
WORLD STOCK OPPAX Oppenheimer VA Global Svc
Foreign Large Blend GSAKX Goldman VIT Strategic International Svc
WORLD STOCK ATEBX AllianceBern Var Global Th Growth B
US EQUITY
LARGE VALUE FEQIX Fidelity VIP Equity-Income Init
Small Growth MNDIX MFS VIT New Discovery S
LARGE GROWTH GSTSX Goldman VIT Strategic Growth Svc
Mid-Cap Growth GGOAX Goldman VIT Growth Opportunities Svc
SMALL VALUE FRVLX Franklin VIP Small Cap Value 2
LARGE GROWTH FKGRX Franklin VIP Large Capital Growth 2
LARGE BLEND OMSOX Oppenheimer VA Main Street Svc
LARGE GROWTH OPTFX Oppenheimer VA Capital Appreciation Svc
Mid-Cap Growth OTCAX MFS VIT Mid Cap Growth S
LARGE GROWTH EPGAX Fidelity VIP Growth Init
LARGE BLEND GSESX Goldman VIT Structured Equity Svc
Mid-Cap Growth ACDAX Invesco VI Capital Development II
LARGE BLEND GTVLX Invesco VI Basic Value II
MID-CAP BLEND FASBX Fidelity V3 Value Strategic S2
LARGE VALUE ABVBX AllianceBern Var Value B
MID-CAP VALUE ABBSX AllianceBern Var Small/Mid Cap Value B
FIXED INCOME
High Yield Bond SPHIX Fidelity VIP High Income Init
Intermediate-Term Bond GCFIX Goldman VIT Core Plus FI Svc
Intermediate Government GSOSX Goldman VIT Government Income Svc
High Yield Bond OPCHX Oppenheimer VA High Income Svc
Total Available Funds: 29
  • 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 MTRIX MFS VIT Total Return S 82% 3 60 0 0.39% 9.24%
Utilities MMUIX MFS VIT Utility S 66% 3 60 0 1% 4.18%
Moderate Allocation OPASX Oppenheimer VA Balanced Svc 0% 3 60 0 NA 0.76%
ROOT CASH Goldman VIT Money Market Svc 0% 3 60 0 NA 2.53%
INTERNATIONAL EQUITY
Foreign Large Growth PRITX T Rowe Price Institutional Institutional St 100% 3 60 0 1.4% 9.41%
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%
Foreign Large Blend GSAKX Goldman VIT Strategic International Svc 29% 3 60 0 0.84% 4.14%
WORLD STOCK ATEBX AllianceBern Var Global Th Growth B 0% 3 60 0 2.08% 8.25%
US EQUITY
LARGE VALUE FEQIX Fidelity VIP Equity-Income Init 98% 3 60 0 0.57% 5.43%
Small Growth MNDIX MFS VIT New Discovery S 87% 3 60 0 1.29% 0%
LARGE GROWTH GSTSX Goldman VIT Strategic Growth Svc 87% 3 60 0 1.03% 44.06%
Mid-Cap Growth GGOAX Goldman VIT Growth Opportunities Svc 62% 3 60 0 1.41% 22.27%
SMALL VALUE FRVLX Franklin VIP Small Cap Value 2 55% 3 60 0 1.73% 8.38%
LARGE GROWTH FKGRX Franklin VIP Large Capital Growth 2 50% 3 60 0 0.46% 14.2%
LARGE BLEND OMSOX Oppenheimer VA Main Street Svc 46% 3 60 0 0.72% 5.5%
LARGE GROWTH OPTFX Oppenheimer VA Capital Appreciation Svc 35% 3 60 0 0.63% 11.27%
Mid-Cap Growth OTCAX MFS VIT Mid Cap Growth S 32% 3 60 0 0.78% 14.57%
LARGE GROWTH EPGAX Fidelity VIP Growth Init 31% 3 60 0 0.72% 0.7%
LARGE BLEND GSESX Goldman VIT Structured Equity Svc 24% 3 60 0 0.55% 12.94%
Mid-Cap Growth ACDAX Invesco VI Capital Development II 0% 3 60 0 1.75% 38.7%
LARGE BLEND GTVLX Invesco VI Basic Value II 0% 3 60 0 NA 0%
MID-CAP BLEND FASBX Fidelity V3 Value Strategic S2 0% 3 60 0 1.93% 0%
LARGE VALUE ABVBX AllianceBern Var Value B 0% 3 60 0 1.76% 4.06%
MID-CAP VALUE ABBSX AllianceBern Var Small/Mid Cap Value B 0% 3 60 0 1.88% 10.27%
FIXED INCOME
High Yield Bond SPHIX Fidelity VIP High Income Init 91% 3 60 0 1.16% 6.67%
Intermediate-Term Bond GCFIX Goldman VIT Core Plus FI Svc 42% 3 60 0 0.46% 3.88%
Intermediate Government GSOSX Goldman VIT Government Income Svc 35% 3 60 0 1.06% 2.53%
High Yield Bond OPCHX Oppenheimer VA High Income Svc 0% 3 60 0 1.42% 7.77%
Average Expense Ratio: 1.12%
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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 8.1% 0.4% 1.7% 1.8% 5.2% 7.2%

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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 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 29 funds. It covers 3 major asset classes and 17 minor asset classes. The major asset classes it covers are Foreign Equity, US Equity and Fixed Income.


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