Transamerica TransAccumulator VUL

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PLAN FUNDS

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Plan Funds

This section shows the list of assets (such as mutual funds) in the plan; these are the investment options available in this plan. This list was developed based on user input. The display of the asset list was organized based on asset category. You can click on the name or ticker symbol to view the details of that asset.

The table shows all the available investment options in the plan.

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Name	Ticker	Rating	Best Fit Category	Risk (%)	Fees
U.S. Equities - Blend
Janus Balanced Fund Class C	JABCX	C-	U.S. Mega Cap	10	1.7%
MFS Growth Allocation Fund Class A	MAGWX	B	U.S. All Cap	11	0.34%
Transamerica Asset Allocation Moderate Growth Portfolio Class I	TMGIX	B	U.S. All Cap	11	0.26%
MFS Massachusetts Investors Trust Class C	MITCX	B	U.S. Large Cap	14	1.47%
Transamerica Asset Allocation Growth Portfolio Class I	TAGIX	B	U.S. All Cap	14	0.27%
MFS Research Fund Class C	MFRCX	D	U.S. Large Cap	15	1.62%
Alger Growth & Income Portfolio I-2	AIGOX	C	U.S. Large Cap	15	1.01%
Fidelity 500 Index	FXAIX	C	U.S. Large Cap	15	0.02%
Janus Henderson Global Research T	JAWWX	C	U.S. Large Cap	15	0.81%
Dreyfus Appreciation Fund, Inc. Class Investor	DGAGX	C-	U.S. Mega Cap	16	0.94%
Dreyfus Active MidCap Fund Class I	DNLRX	D+	U.S. Mid Cap	16	0.95%
Dreyfus Opportunistic Small Cap Fund Investor Class	DSCVX	C+	U.S. Small Cap	22	1.13%
Transamerica Asset Allocation Conservative Portfolio Class I	TACIX	C	U.S. All Cap	6	0.26%
Transamerica Asset Allocation Moderate Portfolio Class I	TMMIX	C	U.S. All Cap	8	0.26%
U.S. Equities - Growth
AB Large Cap Growth Fund Class R	ABPRX	A--	U.S. Large Cap - Growth	18	1.56%
Fidelity Contrafund Fund	FCNTX	C--	U.S. Large Cap - Growth	19	0.66%
Franklin Small-Mid Cap Growth Fund Class C	FRSIX	D-	U.S. Mid Cap - Growth	21	1.71%
Prudential Jennison Growth Fund Class R	PJGRX	F--	U.S. All Cap - Growth	25	1.26%
U.S. Equities - Value
Fidelity Equity-Income Fund	FEQIX	B++	U.S. Mega Cap - Value	14	0.64%
AB Growth and Income Fund Class R	CBBRX	B++	U.S. All Cap - Value	15	1.36%
BlackRock Large Cap Value Fund Investor A Shares	MDLVX	C++	U.S. Large Cap - Value	15	1.21%
JPMorgan Mid Cap Value Fund Class A	JAMCX	C++	U.S. Mid Cap - Value	19	1.23%
Third Avenue Value Fund Investor Class	TVFVX	A++	U.S. Mid Cap - Value	22	1.35%
Franklin Small Cap Value Fund Class C	FRVFX	F++	U.S. Small Cap - Value	24	1.89%
Specialty
CBRE Clarion Global Real Estate Incm Fd	IGR	A++	U.S. Real Estate	17	0%
Global & Intl. Equity
Morgan Stanley Institutional Fund, Inc. Emerging Markets Portfolio Class I	MGEMX	C	Emerging Markets	18	1.24%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
PIMCO Total Return Fund Institutional Class	PTTRX	B-	Bond - Multi Sector	3	0.46%
Invesco High Yield Fund Class C	AHYCX	B++	Bond - U.S. High Yield	4	1.7%
Other
Morgan Stanley Mid Cap Growth C	DGRCX		Other	0	1.72%
Morgan Stanley Inst Core Fixed Inc	MPSFX		Other	0	0.49%
Transamerica WMC Diversified Gr A	ITQAX		Other	0	1.43%
Transamerica Government Money Market Fund Class A	IATXX		Other	0	0%

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