MyPlanIQ 401k Investor ALLEGHENY ENERGY EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN

ALLEGHENY ENERGY EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 28
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend FSIIX Fidelity Investments Fidelity Spartan Int l Index Fund
Others
Target Date 2000-2010 TRRFX T. Rowe Price rtmt 2005 Fund
Target Date 2036-2040 TRRDX T. Rowe Price rtmt 2040 Fund
Target Date 2026-2030 TRRCX T. Rowe Price rtmt 2030 Fund
US EQUITY
LARGE GROWTH TRBCX T. Rowe Price Blue Chip Growth Fund
LARGE GROWTH PRSGX T. Rowe Price Spectrum Growth Fund
Mid-Cap Growth RPMGX T. Rowe Price Mid Cap Growth Fund
FIXED INCOME
Inflation-Protected Bond VIPSX Vanguard Vanguard Inf Protected Sec Fund
Intermediate-Term Bond PTTRX Pacific Investment Management Company Pacific Investment Management Company Total Return Fund
Multisector Bond FSRIX Fidelity Investments Fidelity Advisor Strategic Income Fund
Total Available Funds: 28
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend FSIIX Fidelity Investments Fidelity Spartan Int l Index Fund
Others
Target Date 2000-2010 TRRFX T. Rowe Price rtmt 2005 Fund
Target Date 2036-2040 TRRDX T. Rowe Price rtmt 2040 Fund
Target Date 2026-2030 TRRCX T. Rowe Price rtmt 2030 Fund
Target Date 2011-2015 TRRGX T. Rowe Price rtmt 2015 Fund
Target Date 2016-2020 TRRBX T. Rowe Price rtmt 2020 Fund
Target Date 2031-2035 TRRJX T. Rowe Price rtmt 2035 Fund
Target Date 2000-2010 TRRAX T. Rowe Price rtmt 2010 Fund
Target Date 2021-2025 TRRHX T. Rowe Price rtmt 2025 Fund
Target Date 2041-2045 TRRKX T. Rowe Price rtmt 2045 Fund
Target Date 2050+ TRRNX T. Rowe Price rtmt 2055 Fund
Retirement Income TRRIX T. Rowe Price rtmt Income Fund
Target Date 2050+ TRRMX T. Rowe Price rtmt 2050 Fund
US EQUITY
LARGE GROWTH TRBCX T. Rowe Price Blue Chip Growth Fund
LARGE GROWTH PRSGX T. Rowe Price Spectrum Growth Fund
Mid-Cap Growth RPMGX T. Rowe Price Mid Cap Growth Fund
LARGE VALUE NFJEX Allianz Global Investors Allianz NFJ Dividend Value Fund
SMALL BLEND PRSVX T. Rowe Price Small Cap Value Fund
MID-CAP VALUE GSMCX Goldman Sachs Goldman Sachs Mid Cap Value Fund
Small Growth STSVX Mellon Institutional Funds Dreyfus/Boston Company Small Cap Value Fund
MID-CAP BLEND MPSIX Principal Principal Mid Cap S P 400 Inst Fund
SMALL BLEND PSSIX Principal Principal Small Cap S P 600 Index Fund
LARGE BLEND PREIX T. Rowe Price Equity Index Tr
Small Growth SIGWX Sentinel Sentinel Small Company Fund
FIXED INCOME
Inflation-Protected Bond VIPSX Vanguard Vanguard Inf Protected Sec Fund
Intermediate-Term Bond PTTRX Pacific Investment Management Company Pacific Investment Management Company Total Return Fund
Multisector Bond FSRIX Fidelity Investments Fidelity Advisor Strategic Income Fund
SHORT GOVERNMENT STABLEVALUE T. Rowe Price Stable Value Fund
Total Available Funds: 28
  • 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
INTERNATIONAL EQUITY
Foreign Large Blend FSIIX Fidelity Investments Fidelity Spartan Int l Index Fund 86% 3 60 0 0.17% 0%
Others
Target Date 2000-2010 TRRFX T. Rowe Price rtmt 2005 Fund 100% 3 60 0 0.34% 2.74%
Target Date 2036-2040 TRRDX T. Rowe Price rtmt 2040 Fund 100% 3 60 0 0.6% 7.59%
Target Date 2026-2030 TRRCX T. Rowe Price rtmt 2030 Fund 100% 3 60 0 1.08% 10.48%
Target Date 2011-2015 TRRGX T. Rowe Price rtmt 2015 Fund 100% 3 60 0 0.76% 11.16%
Target Date 2016-2020 TRRBX T. Rowe Price rtmt 2020 Fund 100% 3 60 0 0.78% 11.87%
Target Date 2031-2035 TRRJX T. Rowe Price rtmt 2035 Fund 97% 3 60 0 0.84% 8.3%
Target Date 2000-2010 TRRAX T. Rowe Price rtmt 2010 Fund 97% 3 60 0 0.99% 10.65%
Target Date 2021-2025 TRRHX T. Rowe Price rtmt 2025 Fund 96% 3 60 0 1.05% 11.24%
Target Date 2041-2045 TRRKX T. Rowe Price rtmt 2045 Fund 96% 3 60 0 1.12% 6.6%
Target Date 2050+ TRRNX T. Rowe Price rtmt 2055 Fund 93% 3 60 0 1.14% 5.91%
Retirement Income TRRIX T. Rowe Price rtmt Income Fund 91% 3 60 0 0.34% 2.96%
Target Date 2050+ TRRMX T. Rowe Price rtmt 2050 Fund 78% 3 60 0 0.63% 6.57%
US EQUITY
LARGE GROWTH TRBCX T. Rowe Price Blue Chip Growth Fund 100% 3 60 0 1.23% 0%
LARGE GROWTH PRSGX T. Rowe Price Spectrum Growth Fund 99% 3 60 0 0.73% 0.83%
Mid-Cap Growth RPMGX T. Rowe Price Mid Cap Growth Fund 87% 3 60 0 1.29% 6.44%
LARGE VALUE NFJEX Allianz Global Investors Allianz NFJ Dividend Value Fund 87% 3 60 0 1.04% 3.66%
SMALL BLEND PRSVX T. Rowe Price Small Cap Value Fund 85% 3 60 0 1.17% 3.33%
MID-CAP VALUE GSMCX Goldman Sachs Goldman Sachs Mid Cap Value Fund 82% 3 60 0 1.18% 0.85%
Small Growth STSVX Mellon Institutional Funds Dreyfus/Boston Company Small Cap Value Fund 82% 3 60 0 1.03% 8.67%
MID-CAP BLEND MPSIX Principal Principal Mid Cap S P 400 Inst Fund 81% 3 60 0 0.42% 1.23%
SMALL BLEND PSSIX Principal Principal Small Cap S P 600 Index Fund 78% 3 60 0 0.54% 10.04%
LARGE BLEND PREIX T. Rowe Price Equity Index Tr 74% 3 60 0 0.3% 1.34%
Small Growth SIGWX Sentinel Sentinel Small Company Fund 63% 3 60 0 0.81% 0.14%
FIXED INCOME
Inflation-Protected Bond VIPSX Vanguard Vanguard Inf Protected Sec Fund 98% 3 60 0 0.07% 4.24%
Intermediate-Term Bond PTTRX Pacific Investment Management Company Pacific Investment Management Company Total Return Fund 97% 3 60 0 0.83% 3.98%
Multisector Bond FSRIX Fidelity Investments Fidelity Advisor Strategic Income Fund 84% 3 60 0 0.98% 4.28%
SHORT GOVERNMENT STABLEVALUE T. Rowe Price Stable Value Fund 16% 3 60 0 NA 27.03%
Average Expense Ratio: 0.79%
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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 2.1% 18.3% 7.5% 8.6% 6.2% 8.2%

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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:AYE)
The plan consists of 28 funds. It covers 3 major asset classes and 23 minor asset classes. The major asset classes it covers are Fixed Income, US Equity and Foreign Equity.

Allegheny Energy, Inc. owns and operates electric generation facilities, and delivers electric services to customers in Pennsylvania, West Virginia, Maryland, and Virginia. The company owns or contractually controls coal-, gas-, and oil-fired generation facilities, as well as hydro generation facilities.

 



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