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

Commonwealth Annuity and Life Ins Co ALLMERICA SELECT REWARD B SHARES

This Plan is unrated.
Investment Options
Total Available Funds: 37
Asset Class Ticker Description Rating
Others
Moderate Allocation MTRIX MFS VIT Total Return S
Utilities MMUIX MFS VIT Utility S
Technology KTCAX DWS II Technology A
INTERNATIONAL EQUITY
Foreign Large Value TEMFX Franklin VIP Foreign Security 2
WORLD STOCK OPPAX Oppenheimer VA Global Svc
WORLD STOCK ATEBX AllianceBern Var Global Th Growth B
US EQUITY
LARGE BLEND VFINX Goldman VIT Equity Index Svc
LARGE GROWTH FCNTX Fidelity V2 Contrafund Init
Mid-Cap Growth JAAGX Janus Aspen Enterprise Svc
Total Available Funds: 37
Asset Class Ticker Description Rating
Others
Moderate Allocation MTRIX MFS VIT Total Return S
Utilities MMUIX MFS VIT Utility S
Technology KTCAX DWS II Technology A
Health GTHIX Invesco VI Global Health Care I
Moderate Allocation OPASX Oppenheimer VA Balanced Svc
INTERNATIONAL EQUITY
Foreign Large Value TEMFX Franklin VIP Foreign Security 2
WORLD STOCK OPPAX Oppenheimer VA Global Svc
WORLD STOCK ATEBX AllianceBern Var Global Th Growth B
US EQUITY
LARGE BLEND VFINX Goldman VIT Equity Index Svc
LARGE GROWTH FCNTX Fidelity V2 Contrafund Init
Mid-Cap Growth JAAGX Janus Aspen Enterprise Svc
LARGE GROWTH JAGRX Janus Aspen Ovseas Svc
LARGE GROWTH JAGRX Janus Aspen Janus Svc
Small Growth MNDIX MFS VIT New Discovery S
LARGE GROWTH FGIOX Fidelity V3 Growth&Income Init
Mid-Cap Growth FMCCX Fidelity V3 Mid Cap Init
LARGE BLEND CHTRX Invesco VI Core Plus Equity I
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 VALUE TESIX Franklin VIP Mut Shares 2
LARGE GROWTH OPTFX Oppenheimer VA Capital Appreciation Svc
Mid-Cap Growth OTCAX MFS VIT Mid Cap Growth S
SMALL BLEND SZCAX DWS VIT Small Cap Index A
LARGE BLEND GSESX Goldman VIT Structured Equity Svc
LARGE GROWTH LCGAX Invesco VI Large Capital Growth I
Mid-Cap Growth IDYAX Invesco VI Dynamics I
Mid-Cap Growth ACDAX Invesco VI Capital Development II
LARGE GROWTH LCGAX Invesco VI Cap Appreciation I
LARGE BLEND GTVLX Invesco VI Basic Value II
Mid-Cap Growth FBSMX Franklin VIP S-M Capital Growth 2
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
LARGE VALUE CBBDX AllianceBern Var Growth&Income B
FIXED INCOME
Intermediate Government GSOSX Goldman VIT Government Income Svc
High Yield Bond OPCHX Oppenheimer VA High Income Svc
Total Available Funds: 37
  • 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%
Technology KTCAX DWS II Technology A 38% 3 60 0 1.74% 9.42%
Health GTHIX Invesco VI Global Health Care I 36% 3 60 0 1.04% 6.21%
Moderate Allocation OPASX Oppenheimer VA Balanced Svc 0% 3 60 0 NA 0.76%
INTERNATIONAL EQUITY
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 ATEBX AllianceBern Var Global Th Growth B 0% 3 60 0 2.08% 8.25%
US EQUITY
LARGE BLEND VFINX Goldman VIT Equity Index Svc 97% 3 60 0 0.14% 1.19%
LARGE GROWTH FCNTX Fidelity V2 Contrafund Init 96% 3 60 0 0.55% 5.18%
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%
Small Growth MNDIX MFS VIT New Discovery S 87% 3 60 0 1.29% 0%
LARGE GROWTH FGIOX Fidelity V3 Growth&Income Init 74% 3 60 0 1.15% 6.99%
Mid-Cap Growth FMCCX Fidelity V3 Mid Cap Init 71% 3 60 0 1.22% 8.33%
LARGE BLEND CHTRX Invesco VI Core Plus Equity I 57% 3 60 0 0.92% 7.71%
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 VALUE TESIX Franklin VIP Mut Shares 2 43% 3 60 0 1.25% 7.66%
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%
SMALL BLEND SZCAX DWS VIT Small Cap Index A 26% 3 60 0 1.21% 1.15%
LARGE BLEND GSESX Goldman VIT Structured Equity Svc 24% 3 60 0 0.55% 12.94%
LARGE GROWTH LCGAX Invesco VI Large Capital Growth I 0% 3 60 0 1.25% 4.1%
Mid-Cap Growth IDYAX Invesco VI Dynamics I 0% 3 60 0 1.11% 1.05%
Mid-Cap Growth ACDAX Invesco VI Capital Development II 0% 3 60 0 1.75% 38.7%
LARGE GROWTH LCGAX Invesco VI Cap Appreciation I 0% 3 60 0 1.25% 4.1%
LARGE BLEND GTVLX Invesco VI Basic Value II 0% 3 60 0 NA 0%
Mid-Cap Growth FBSMX Franklin VIP S-M Capital Growth 2 0% 3 60 0 1.75% 10.87%
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%
LARGE VALUE CBBDX AllianceBern Var Growth&Income B 0% 3 60 0 1.65% 11.28%
FIXED INCOME
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: 1.16%
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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 -11.6% 6.4% 10.0% 7.5%

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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 37 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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