It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
MyPlanIQ 401k Investor Lincoln Life & Annuity Co of New York AMERICAN LEGACY DESIGN 1 (NY) 7-YEAR CDSC B SHARES

Lincoln Life & Annuity Co of New York AMERICAN LEGACY DESIGN 1 (NY) 7-YEAR CDSC B SHARES

This Plan is unrated.
Investment Options
Total Available Funds: 15
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS NEWFX American Funds Insur New World 2
Others
World Allocation HVIBX American Funds Insur Global Growth & Income 2
ROOT CASH American Funds Insur Cash Managerment 2
Moderate Allocation HVABX American Funds Insur Asset Allocation 2
INTERNATIONAL EQUITY
Foreign Large Value IGAAX American Funds Insur International Growth & Income 2
Foreign Large Blend HVTBX American Funds Insur International 2
WORLD STOCK HVSBX American Funds Insur Global Small Cap 2
US EQUITY
LARGE GROWTH AGTHX American Funds Insur Growth 2
LARGE BLEND HVNBX American Funds Insur Growth-Income 2
LARGE BLEND HVCBX American Funds Insur Blue Chip Income & Growth 2
Total Available Funds: 15
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS NEWFX American Funds Insur New World 2
Others
World Allocation HVIBX American Funds Insur Global Growth & Income 2
ROOT CASH American Funds Insur Cash Managerment 2
Moderate Allocation HVABX American Funds Insur Asset Allocation 2
INTERNATIONAL EQUITY
Foreign Large Value IGAAX American Funds Insur International Growth & Income 2
Foreign Large Blend HVTBX American Funds Insur International 2
WORLD STOCK HVSBX American Funds Insur Global Small Cap 2
WORLD STOCK HVLBX American Funds Insur Global Growth 2
US EQUITY
LARGE GROWTH AGTHX American Funds Insur Growth 2
LARGE BLEND HVNBX American Funds Insur Growth-Income 2
LARGE BLEND HVCBX American Funds Insur Blue Chip Income & Growth 2
FIXED INCOME
High Yield Bond AHITX American Funds Insur High-Income 2
Intermediate Government AMUSX American Funds Insur US Government/AAA-Rated 2
Intermediate-Term Bond ABNDX American Funds Insur Bond 2
WORLD BOND HVDBX American Funds Insur Global Bond 2
Total Available Funds: 15
  • 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 NEWFX American Funds Insur New World 2 53% 3 60 0 1.03% 6.27%
Others
World Allocation HVIBX American Funds Insur Global Growth & Income 2 0% 3 60 0 1.15% 0%
ROOT CASH American Funds Insur Cash Managerment 2 0% 3 60 0 NA 2.53%
Moderate Allocation HVABX American Funds Insur Asset Allocation 2 0% 3 60 0 0.86% 0%
INTERNATIONAL EQUITY
Foreign Large Value IGAAX American Funds Insur International Growth & Income 2 29% 3 60 0 0.54% 8.76%
Foreign Large Blend HVTBX American Funds Insur International 2 0% 3 60 0 1.07% 0%
WORLD STOCK HVSBX American Funds Insur Global Small Cap 2 0% 3 60 0 1.3% 0%
WORLD STOCK HVLBX American Funds Insur Global Growth 2 0% 3 60 0 1.12% 0%
US EQUITY
LARGE GROWTH AGTHX American Funds Insur Growth 2 41% 3 60 0 0.3% 11.19%
LARGE BLEND HVNBX American Funds Insur Growth-Income 2 0% 3 60 0 0.81% 0%
LARGE BLEND HVCBX American Funds Insur Blue Chip Income & Growth 2 0% 3 60 0 0.99% 0%
FIXED INCOME
High Yield Bond AHITX American Funds Insur High-Income 2 47% 3 60 0 0.41% 6.44%
Intermediate Government AMUSX American Funds Insur US Government/AAA-Rated 2 43% 3 60 0 0.24% 3.99%
Intermediate-Term Bond ABNDX American Funds Insur Bond 2 39% 3 60 0 0.33% 4.16%
WORLD BOND HVDBX American Funds Insur Global Bond 2 0% 3 60 0 1.12% 0%
Average Expense Ratio: 0.8%
Sign up to get fund ranking change alerts

* If you find the above investment options have changed, please email us the latest change or directly Modify Investment Options after you login
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

Sign up or Login and subscribe to get rebalance emails for this portfolio

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 1.0% 10.0% 0.5% 5.1% 5.6% 5.8%

Sign up or Login and subscribe to get rebalance emails for this portfolio

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

Sign up or Login and subscribe to get rebalance emails for this portfolio
*     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 16 funds. It covers 4 major asset classes and 12 minor asset classes. The major asset classes it covers are US Equity, Fixed Income, Foreign Equity and Emerging Market Equity.

This plan also represents Lincoln Life & Annuity Co of New York AMERICAN LEGACY III (NY) 7-YEAR CDSC B SHARES, Lincoln Life & Annuity Co of New York AMERICAN LEGACY III PLUS (NY) 9-YEAR CDSC B SHARES, Lincoln Life & Annuity Co of New York AMERICAN LEGACY III C SHARE (NY) NO CDSC C SHARES, Lincoln Life & Annuity Co of New York AMERICAN LEGACY III VIEW (NY) 4-YEAR CDSC L SHARES, Lincoln Life & Annuity Co of New York AMERICAN LEGACY SHAREHOLDER'S ADVANTAGE (NY) A CLASS A SHARES, Lincoln Life & Annuity Co of New York AMERICAN LEGACY III (NY) GOP B SHARES, Lincoln Life & Annuity Co of New York AMERICAN LEGACY III PLUS (NY) GOP B SHARES, Lincoln Life & Annuity Co of New York AMERICAN LEGACY DESIGN 2 (NY) 4-YR CDSC L SHARES, Lincoln Life & Annuity Co of New York AMERICAN LEGACY DESIGN 3 (NY) 7-YR CDSC B SHARES, Lincoln Life & Annuity Co of New York AMERICAN LEGACY III C SHARE (NY) GOP。



Register for FREE No Credit Card Required
Or Start FREE 30-day trial now >>
MyPlanIQ Newsletters
Get Started
Search

Members enjoy Free features

  • Customize and follow a diversified strategic allocation portfolio for your 401k, IRA and brokerage investments within minutes
  • Receive monthly or quarterly re-balance emails
  • Enter funds and percentages in your portfolio, see its historical performance and receive ongoing rebalance emails
  • Real time fund ranking and selection for your plans
  • Quality retirement investing newsletter emails
  • Fund ranking and selection for your plans

Tens of thousands of users have signed up!

Join Now (Free)
No Credit Card Required

User names can only consist of alphabetic and
numeric characters.(eg: 0-9a-zA-Z)
I agree to the Terms of use

Login With Facebook:

Get Started Now. It's Free!

Get portfolio suggestions for your
401k plan or brokerage accounts

Powered by MyPlanIQ
You have created an account on MyPlanIQ.com by using this email "", please login MyPlanIQ account or reset your password.