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MyPlanIQ 401k Investor Lincoln i4Life Advantage VA

Lincoln i4Life Advantage VA

Investment Menu Rating:

Investment Options
Total Available Funds: 48
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS DEMIX Delaware VIP Emerging Markets
Others
World Allocation MALOX BlackRock Global Allocation VI
World Allocation AAASX DWS Alternative Asset Allocation Plus VIP
Conservative Allocation FKINX FTVIPT Franklin Income Securities
INTERNATIONAL EQUITY
Foreign Large Growth MQGIX LVIP MFS International Growth
Foreign Large Blend FOSFX Fidelity VIP Overseas
WORLD STOCK ALTFX AllianceBernstein VPS Global Thematic Growth
US EQUITY
MID-CAP VALUE VMVIX LVIP Mid-Cap Value
LARGE GROWTH FCNTX Fidelity VIP Contrafund
LARGE VALUE GSLAX Goldman Sachs VIT Large Cap Value
Total Available Funds: 48
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS DEMIX Delaware VIP Emerging Markets
Others
World Allocation MALOX BlackRock Global Allocation VI
World Allocation AAASX DWS Alternative Asset Allocation Plus VIP
Conservative Allocation FKINX FTVIPT Franklin Income Securities
Conservative Allocation SSLIX LVIP SSgA Conservative Index Allocation
ROOT CASH LVIP Money Market
INTERNATIONAL EQUITY
Foreign Large Growth MQGIX LVIP MFS International Growth
Foreign Large Blend FOSFX Fidelity VIP Overseas
WORLD STOCK ALTFX AllianceBernstein VPS Global Thematic Growth
Foreign Large Value ABIAX AllianceBernstein VPS International Value
WORLD STOCK LGEQX LVIP Mondrian International Value
Foreign Large Blend HVTBX LVIP American International
WORLD STOCK HVSBX LVIP American Global Small Capitalization
WORLD STOCK HVLBX LVIP American Global Growth
Foreign Large Blend HVTBX American Funds International
WORLD STOCK HVSBX American Funds Global Small Capitalization
WORLD STOCK HVLBX American Funds Global Growth
US EQUITY
MID-CAP VALUE VMVIX LVIP Mid-Cap Value
LARGE GROWTH FCNTX Fidelity VIP Contrafund
LARGE VALUE GSLAX Goldman Sachs VIT Large Cap Value
LARGE GROWTH FDGRX Fidelity VIP Growth
LARGE VALUE DDVIX Delaware VIP Value
LARGE GROWTH VLCGX LVIP Capital Growth
SMALL VALUE DEVIX Delaware VIP Small Cap Value
Mid-Cap Growth FMCSX Fidelity Mid Cap
MID-CAP VALUE ABASX AllianceBernstein VPS Small/Mid Cap Value
LARGE VALUE MEIAX LVIP MFS Value
LARGE BLEND LDFVX Lord Abbett Fundamental Equity Portfolio
LARGE VALUE TESIX FTVIPT Mutual Shares Securities
Mid-Cap Growth FRSGX FTVIPT Franklin Small-Mid Cap Growth Securities
LARGE GROWTH AGTHX LVIP American Growth
LARGE GROWTH AGTHX American Funds Growth
Mid-Cap Growth BGRFX LVIP Baron Growth Opportunities
LARGE VALUE CABDX AllianceBernstein VPS Growth & Income
SMALL BLEND LSMAX LVIP Columbia Value Opportunities
LARGE BLEND HVNBX LVIP American Growth-Income
LARGE GROWTH DUGAX Delaware VIP U.S. Growth
Mid-Cap Growth DFDIX Delaware VIP Smid Cap Growth
LARGE BLEND HVNBX American Funds Growth-Income
REAL ESTATE
Global Real Estate CSSPX LVIP Cohen & Steers Global Real Estate
REAL ESTATE DPRSX Delaware VIP REIT
FIXED INCOME
Inflation-Protected Bond BPRIX LVIP BlackRock Inflation Protected Bond
Short-Term Bond DTINX Delaware VIP Limited-Term Diversified Income
Intermediate-Term Bond DPFFX Delaware VIP Diversified Income
Multisector Bond DDFAX LVIP Delaware Diversified Floating Rate
High Yield Bond OHYAX LVIP J.P. Morgan High Yield
Intermediate-Term Bond SSBMX LVIP SSgA Bond Index
Intermediate-Term Bond DPFIX LVIP Delaware Bond
Total Available Funds: 48
  • 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 DEMIX Delaware VIP Emerging Markets 93% 3 60 0 1.7% 25.9%
Others
World Allocation MALOX BlackRock Global Allocation VI 90% 3 60 0 0.84% 9.44%
World Allocation AAASX DWS Alternative Asset Allocation Plus VIP 89% 3 60 0 1.22% 3.61%
Conservative Allocation FKINX FTVIPT Franklin Income Securities 50% 3 60 0 0.72% 5.93%
Conservative Allocation SSLIX LVIP SSgA Conservative Index Allocation 0% 3 60 0 NA 3.51%
ROOT CASH LVIP Money Market 0% 3 60 0 NA 2.53%
INTERNATIONAL EQUITY
Foreign Large Growth MQGIX LVIP MFS International Growth 91% 3 60 0 0.7% 4.94%
Foreign Large Blend FOSFX Fidelity VIP Overseas 88% 3 60 0 0.95% 4.78%
WORLD STOCK ALTFX AllianceBernstein VPS Global Thematic Growth 67% 3 60 0 0.77% 12.45%
Foreign Large Value ABIAX AllianceBernstein VPS International Value 32% 3 60 0 1.25% 3.1%
WORLD STOCK LGEQX LVIP Mondrian International Value 0% 3 60 0 1.4% 2.59%
Foreign Large Blend HVTBX LVIP American International 0% 3 60 0 1.07% 0%
WORLD STOCK HVSBX LVIP American Global Small Capitalization 0% 3 60 0 1.3% 0%
WORLD STOCK HVLBX LVIP American Global Growth 0% 3 60 0 1.12% 0%
Foreign Large Blend HVTBX American Funds International 0% 3 60 0 1.07% 0%
WORLD STOCK HVSBX American Funds Global Small Capitalization 0% 3 60 0 1.3% 0%
WORLD STOCK HVLBX American Funds Global Growth 0% 3 60 0 1.12% 0%
US EQUITY
MID-CAP VALUE VMVIX LVIP Mid-Cap Value 96% 3 60 0 0.19% 2.14%
LARGE GROWTH FCNTX Fidelity VIP Contrafund 96% 3 60 0 0.55% 5.18%
LARGE VALUE GSLAX Goldman Sachs VIT Large Cap Value 93% 3 60 0 1.29% 13.9%
LARGE GROWTH FDGRX Fidelity VIP Growth 90% 3 60 0 0.79% 6.05%
LARGE VALUE DDVIX Delaware VIP Value 86% 3 60 0 0.68% 24.27%
LARGE GROWTH VLCGX LVIP Capital Growth 81% 3 60 0 0.74% 10.44%
SMALL VALUE DEVIX Delaware VIP Small Cap Value 77% 3 60 0 1.36% 12.55%
Mid-Cap Growth FMCSX Fidelity Mid Cap 77% 3 60 0 0.75% 2.03%
MID-CAP VALUE ABASX AllianceBernstein VPS Small/Mid Cap Value 61% 3 60 0 0.86% 6.12%
LARGE VALUE MEIAX LVIP MFS Value 54% 3 60 0 0.8% 9.45%
LARGE BLEND LDFVX Lord Abbett Fundamental Equity Portfolio 54% 3 60 0 0.63% 8.52%
LARGE VALUE TESIX FTVIPT Mutual Shares Securities 43% 3 60 0 1.25% 7.66%
Mid-Cap Growth FRSGX FTVIPT Franklin Small-Mid Cap Growth Securities 41% 3 60 0 0.85% 7.81%
LARGE GROWTH AGTHX LVIP American Growth 41% 3 60 0 0.3% 11.19%
LARGE GROWTH AGTHX American Funds Growth 41% 3 60 0 0.3% 11.19%
Mid-Cap Growth BGRFX LVIP Baron Growth Opportunities 40% 3 60 0 1.3% 15.52%
LARGE VALUE CABDX AllianceBernstein VPS Growth & Income 36% 3 60 0 0.65% 6.23%
SMALL BLEND LSMAX LVIP Columbia Value Opportunities 0% 3 60 0 1.33% 0.78%
LARGE BLEND HVNBX LVIP American Growth-Income 0% 3 60 0 0.81% 0%
LARGE GROWTH DUGAX Delaware VIP U.S. Growth 0% 3 60 0 1.1% 0%
Mid-Cap Growth DFDIX Delaware VIP Smid Cap Growth 0% 3 60 0 1.04% 0%
LARGE BLEND HVNBX American Funds Growth-Income 0% 3 60 0 0.81% 0%
REAL ESTATE
Global Real Estate CSSPX LVIP Cohen & Steers Global Real Estate 85% 3 60 0 0.9% 3.49%
REAL ESTATE DPRSX Delaware VIP REIT 78% 3 60 0 0.98% 1.72%
FIXED INCOME
Inflation-Protected Bond BPRIX LVIP BlackRock Inflation Protected Bond 96% 3 60 0 0.81% 3.88%
Short-Term Bond DTINX Delaware VIP Limited-Term Diversified Income 95% 3 60 0 0.32% 4.2%
Intermediate-Term Bond DPFFX Delaware VIP Diversified Income 89% 3 60 0 0.45% 4.68%
Multisector Bond DDFAX LVIP Delaware Diversified Floating Rate 71% 3 60 0 1.18% 6.54%
High Yield Bond OHYAX LVIP J.P. Morgan High Yield 61% 3 60 0 0.75% 5.63%
Intermediate-Term Bond SSBMX LVIP SSgA Bond Index 0% 3 60 0 0.51% 1.22%
Intermediate-Term Bond DPFIX LVIP Delaware Bond 0% 3 60 0 0.9% 1.94%
Average Expense Ratio: 0.91%
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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 for Portfolio Details or Follow 0.6% 5.3% 0.1% 4.6% 5.2% 6.1%

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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 0.3% 8.3% 1.7% 4.0% 2.2% 3.5%

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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 53 funds. It covers 5 major asset classes and 22 minor asset classes. The major asset classes it covers are Foreign Equity, US Equity, Fixed Income, Emerging Market Equity and REITs.

This plan consists of six well chosen ETFs for major asset classes. The criteria are based on MyPlanIQ's investment choice ranking methodology. Please notice that since some of ETFs have short history, historical performance before 2007 is not very meaningful.



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