MyPlanIQ 401k Investor NEW YORK LIFE INSURANCE COMPANY EMPLOYEE PROGRESS-SHARING INVESTMENT PLAN

NEW YORK LIFE INSURANCE COMPANY EMPLOYEE PROGRESS-SHARING INVESTMENT PLAN Investment Model Portfolios

This Plan is unrated.
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NEW YORK LIFE INSURANCE COMPANY EMPLOYEE PROGRESS SHARING INVESTMENT PLAN
Investment Options
Total Available Funds: 11
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE PIREX Real Estate Securities Option
INTERNATIONAL EQUITY
Foreign Large Blend MSIIX International Equity Option
Others
Moderate Allocation MTOIX Income Builder
US EQUITY
SMALL BLEND PENNX Pennsylvania Mutual Option
LARGE BLEND MUBFX MAP Option
Mid-Cap Growth MGOYX Mid-Cap Core Growth Option
FIXED INCOME
High Yield Bond BRHYX High Yield Bond Option
Total Available Funds: 11
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE PIREX Real Estate Securities Option
INTERNATIONAL EQUITY
Foreign Large Blend MSIIX International Equity Option
Others
Moderate Allocation MTOIX Income Builder
US EQUITY
SMALL BLEND PENNX Pennsylvania Mutual Option
LARGE BLEND MUBFX MAP Option
Mid-Cap Growth MGOYX Mid-Cap Core Growth Option
LARGE BLEND MSPIX S&P 500 Index Option
SMALL BLEND MOPIX U.S. Small Cap
LARGE BLEND MATIX U.S. All Cap
LARGE VALUE ICAEX ICAP Equity Option
FIXED INCOME
High Yield Bond BRHYX High Yield Bond Option
Total Available Funds: 11
  • 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
REAL ESTATE
REAL ESTATE PIREX Real Estate Securities Option 81% 1 60 0 1.99% 2.19%
INTERNATIONAL EQUITY
Foreign Large Blend MSIIX International Equity Option 0% 1 60 0 0.83% 0.69%
Others
Moderate Allocation MTOIX Income Builder 80% 1 60 0 0.68% 2.64%
US EQUITY
SMALL BLEND PENNX Pennsylvania Mutual Option 100% 1 60 0 0.96% 0.6%
LARGE BLEND MUBFX MAP Option 83% 1 60 0 1.04% 1.75%
Mid-Cap Growth MGOYX Mid-Cap Core Growth Option 82% 1 60 0 1.57% 0%
LARGE BLEND MSPIX S&P 500 Index Option 74% 1 60 0 0.52% 1.29%
SMALL BLEND MOPIX U.S. Small Cap 62% 1 60 0 1.08% 0.45%
LARGE BLEND MATIX U.S. All Cap 0% 1 60 0 0.99% 0.36%
LARGE VALUE ICAEX ICAP Equity Option 0% 1 60 0 0.9% 26.92%
FIXED INCOME
High Yield Bond BRHYX High Yield Bond Option 71% 1 60 0 0.51% 4.86%
Average Expense Ratio: 1.01%
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* 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 - Equal Weight: Click here to see this strategy description
Equal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 3.7% 2.8% 3.1% 3.0% 4.3% 4.9%

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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 3.7% 3.5% 4.2% 3.4% 4.3% 4.4%

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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 -0.2% 3.4% 0.8% 5.8% 3.7% 3.7%

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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(Ticker:)
The plan consists of 12 funds. It covers 4 major asset classes and 8 minor asset classes. The major asset classes it covers are Fixed Income, US Equity, Foreign Equity and REITs.

The New York Life Insurance Company (NYLIC) is the largest mutual life-insurance company in the United States, and one of the largest life insurers in the world, with about $287 billion in total assets under management, and more than $15 billion in surplus and AVR.

This plan has the same available funds as in plan NEW YORK LIFE AGENTS PROGRESS-SHARING INVESTMENT PLAN



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