MyPlanIQ 401k Investor CENTRAL VERMONT PUBLIC SERVICE CORPORATION EMPLOYEE SAVINGS AND INVESTMENT PLAN

CENTRAL VERMONT PUBLIC SERVICE CORPORATION EMPLOYEE SAVINGS AND INVESTMENT PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 26
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Value DODFX Dodge Cox International Stock
Foreign Large Growth AIERX Invesco International Growth Instl CL
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 Fund
Target Date 2011-2015 FFVFX Fidelity Freedom 2015 Fund
Retirement Income FFFAX Fidelity Freedom Income Fund
US EQUITY
LARGE VALUE AAGPX American Beacon Large Cap Value Inv
LARGE BLEND FDEQX Fidelity Disciplined Equity Fund
LARGE BLEND NYVTX Davis NY Venture Fund Inc. - Class A
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Mkt Index Fund
SHORT GOVERNMENT FFXSX Fidelity Institutional Short-interm Government Fund
Total Available Funds: 26
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Value DODFX Dodge Cox International Stock
Foreign Large Growth AIERX Invesco International Growth Instl CL
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 Fund
Target Date 2011-2015 FFVFX Fidelity Freedom 2015 Fund
Retirement Income FFFAX Fidelity Freedom Income Fund
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 Fund
Target Date 2036-2040 FFFFX Fidelity Freedom 2040 Fund
Target Date 2021-2025 FFTWX Fidelity Freedom 2025 Fund
Target Date 2031-2035 FFTHX Fidelity Freedom 2035 Fund
Target Date 2050+ FFFHX Fidelity Freedom 2050 Fund
Target Date 2000-2010 FFFCX Fidelity Freedom 2010 Fund
Target Date 2041-2045 FFFGX Fidelity Freedom 2045 Fund
Target Date 2000-2010 FFFVX Fidelity Freedom 2005 Fund
Moderate Allocation FBALX Fidelity Balanced Fund
ROOT CASH Money Mkt Funds
Target Date 2000-2010 FFFBX Fidelity Freedom 2000 Fund
US EQUITY
LARGE VALUE AAGPX American Beacon Large Cap Value Inv
LARGE BLEND FDEQX Fidelity Disciplined Equity Fund
LARGE BLEND NYVTX Davis NY Venture Fund Inc. - Class A
LARGE BLEND FUSEX Spartan U.S. Equity Index Fund
Mid-Cap Growth FMCSX Fidelity Mid-Cap Stock Fund
LARGE GROWTH RGAEX American Funds Growth Fund Class R4
MID-CAP BLEND FLPSX Fidelity Low-Priced Stock Fund
SMALL VALUE ASOPX American Beacon Small Cap Value Inv
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Mkt Index Fund
SHORT GOVERNMENT FFXSX Fidelity Institutional Short-interm Government Fund
Total Available Funds: 26
  • 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 Value DODFX Dodge Cox International Stock 99% 3 60 0 0.52% 2.19%
Foreign Large Growth AIERX Invesco International Growth Instl CL 50% 3 60 0 1.6% 2.42%
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 Fund 98% 3 60 0 0.58% 2.56%
Target Date 2011-2015 FFVFX Fidelity Freedom 2015 Fund 98% 3 60 0 0.54% 2.79%
Retirement Income FFFAX Fidelity Freedom Income Fund 98% 3 60 0 0.42% 3.11%
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 Fund 95% 3 60 0 0.66% 2.06%
Target Date 2036-2040 FFFFX Fidelity Freedom 2040 Fund 95% 3 60 0 0.64% 4.13%
Target Date 2021-2025 FFTWX Fidelity Freedom 2025 Fund 95% 3 60 0 0.34% 2.27%
Target Date 2031-2035 FFTHX Fidelity Freedom 2035 Fund 95% 3 60 0 0.7% 1.74%
Target Date 2050+ FFFHX Fidelity Freedom 2050 Fund 94% 3 60 0 0.75% 3.7%
Target Date 2000-2010 FFFCX Fidelity Freedom 2010 Fund 92% 3 60 0 0.49% 3.01%
Target Date 2041-2045 FFFGX Fidelity Freedom 2045 Fund 91% 3 60 0 0.75% 3.77%
Target Date 2000-2010 FFFVX Fidelity Freedom 2005 Fund 87% 3 60 0 0.42% 3.49%
Moderate Allocation FBALX Fidelity Balanced Fund 79% 3 60 0 0.5% 1.87%
ROOT CASH Money Mkt Funds 0% 1 60 0 NA 2.6%
Target Date 2000-2010 FFFBX Fidelity Freedom 2000 Fund 0% 3 60 0 0.44% 6.09%
US EQUITY
LARGE VALUE AAGPX American Beacon Large Cap Value Inv 97% 3 60 0 0.94% 1.69%
LARGE BLEND FDEQX Fidelity Disciplined Equity Fund 96% 3 60 0 0.37% 9.14%
LARGE BLEND NYVTX Davis NY Venture Fund Inc. - Class A 92% 3 60 0 1.75% 1.7%
LARGE BLEND FUSEX Spartan U.S. Equity Index Fund 79% 3 60 0 0.09% 1.7%
Mid-Cap Growth FMCSX Fidelity Mid-Cap Stock Fund 77% 3 60 0 0.75% 0.64%
LARGE GROWTH RGAEX American Funds Growth Fund Class R4 39% 3 60 0 0.3% 9.3%
MID-CAP BLEND FLPSX Fidelity Low-Priced Stock Fund 1% 3 60 0 0.92% 1.78%
SMALL VALUE ASOPX American Beacon Small Cap Value Inv 0% 3 60 0 NA 3.24%
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Mkt Index Fund 100% 3 60 0 0.15% 3.68%
SHORT GOVERNMENT FFXSX Fidelity Institutional Short-interm Government Fund 87% 3 60 0 0.3% 2.8%
Average Expense Ratio: 0.62%
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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 1.2% 7.3% 2.3% 6.1% 5.0% 7.1%

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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 0.4% 7.9% 1.6% 3.9% 4.9% 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 0.6% 6.2% 1.1% 4.6% 3.8% 4.4%

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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:VPS)
The plan consists of 30 funds. It covers 3 major asset classes and 21 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.

The symbol of the company is CV.



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