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
Transamerica Asset Allocation Moderate Portfolio Class I	TMMIX	B	U.S. All Cap	10	0.26%
Janus Balanced Fund Class C	JABCX	C-	U.S. Mega Cap	12	1.7%
Transamerica Asset Allocation Moderate Growth Portfolio Class I	TMGIX	B	U.S. All Cap	14	0.26%
MFS Growth Allocation Fund Class A	MAGWX	C	U.S. All Cap	15	0.34%
Transamerica Asset Allocation Growth Portfolio Class I	TAGIX	B	U.S. All Cap	19	0.27%
MFS Massachusetts Investors Trust Class C	MITCX	C	U.S. Large Cap	20	1.47%
Janus Henderson Global Research T	JAWWX	D	U.S. Large Cap	20	0.81%
Alger Growth & Income Portfolio I-2	AIGOX	C	U.S. Large Cap	20	1.01%
MFS Research Fund Class C	MFRCX	D	U.S. Large Cap	20	1.62%
Dreyfus Appreciation Fund, Inc. Class Investor	DGAGX	C-	U.S. Mega Cap	20	0.94%
Fidelity 500 Index	FXAIX	D	U.S. Large Cap	21	0.02%
Dreyfus Active MidCap Fund Class I	DNLRX	D++	U.S. Mid Cap	24	0.95%
Dreyfus Opportunistic Small Cap Fund Investor Class	DSCVX	B++	U.S. Small Cap	28	1.13%
Transamerica Asset Allocation Conservative Portfolio Class I	TACIX	B	U.S. All Cap	7	0.26%
U.S. Equities - Growth
AB Large Cap Growth Fund Class R	ABPRX	C--	U.S. Large Cap - Growth	22	1.56%
Fidelity Contrafund Fund	FCNTX	C--	U.S. Large Cap - Growth	22	0.66%
Franklin Small-Mid Cap Growth Fund Class C	FRSIX	A--	U.S. Mid Cap - Growth	25	1.71%
Prudential Jennison Growth Fund Class R	PJGRX	F--	U.S. Large Cap - Growth	28	1.26%
U.S. Equities - Value
Fidelity Equity-Income Fund	FEQIX	B+	U.S. Mega Cap - Value	19	0.64%
AB Growth and Income Fund Class R	CBBRX	B++	U.S. All Cap - Value	21	1.36%
BlackRock Large Cap Value Fund Investor A Shares	MDLVX	C++	U.S. Large Cap - Value	22	1.21%
JPMorgan Mid Cap Value Fund Class A	JAMCX	C++	U.S. Mid Cap - Value	28	1.23%
Third Avenue Value Fund Investor Class	TVFVX	A++	U.S. Mid Cap - Value	33	1.35%
Franklin Small Cap Value Fund Class C	FRVFX	D++	U.S. Small Cap - Value	33	1.89%
Specialty
CBRE Clarion Global Real Estate Incm Fd	IGR	A--	U.S. Real Estate	25	0%
Global & Intl. Equity
Morgan Stanley Institutional Fund, Inc. Emerging Markets Portfolio Class I	MGEMX	C++	Emerging Markets	21	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	C++	Bond - U.S. High Yield	7	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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