MyPlanIQ STP NUCLEAR OPERATING COMPANY SAVINGS PLAN

STP NUCLEAR OPERATING COMPANY SAVINGS PLAN Investment Model Portfolios

This Plan is unrated.
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STP NUCLEAR OPERATING COMPANY SAVINGS PLAN
Investment Options
Total Available Funds: 17
Asset Class Ticker Description Rating
Others
Target Date 2021-2025 VTTVX Vanguard Chester Funds: Vanguard Target Retirement 2025 Fund; Investor Class Shares
Conservative Allocation VSCGX Vanguard STAR Funds: Vanguard LifeStrategy Conservative Growth Fund; Investor Shares
Moderate Allocation VSMGX Vanguard STAR Funds: Vanguard LifeStrategy Moderate Growth Fund; Investor Shares
INTERNATIONAL EQUITY
Foreign Large Blend AEPGX EuroPacific Growth Fund; Class A Shares
Foreign Large Blend VDMIX Vanguard STAR Funds: Vanguard Developed Markets Index Fund; Investor Shares
US EQUITY
Small Growth PSGIX BlackRock Funds: BlackRock Small Cap Growth Equity Portfolio; Institutional Shares
LARGE GROWTH VHCOX Vanguard Horizon Funds: Vanguard Capital Opportunity Fund; Investor Shares
LARGE GROWTH AGTHX Growth Fund of America
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares
Intermediate-Term Bond PTRAX PIMCO Funds: Total Return Fund; Administrative Class Shares
Total Available Funds: 17
Asset Class Ticker Description Rating
Others
Target Date 2021-2025 VTTVX Vanguard Chester Funds: Vanguard Target Retirement 2025 Fund; Investor Class Shares
Conservative Allocation VSCGX Vanguard STAR Funds: Vanguard LifeStrategy Conservative Growth Fund; Investor Shares
Moderate Allocation VSMGX Vanguard STAR Funds: Vanguard LifeStrategy Moderate Growth Fund; Investor Shares
Target Date 2016-2020 VTWNX Vanguard Chester Funds: Vanguard Target Retirement 2020 Fund; Investor Class Shares
Utilities PRUZX Prudential Sector Funds
Technology PRSCX T Rowe Price Science & Technology Fund
Technology PASTX T Rowe Price Science & Technology Fund
Target Date 2011-2015 VTXVX Vanguard Chester Funds: Vanguard Target Retirement 2015 Fund; Investor Class Shares
Target Date 2000-2010 VTENX Vanguard Chester Funds: Vanguard Target Retirement 2010 Fund; Investor Class Shares
INTERNATIONAL EQUITY
Foreign Large Blend AEPGX EuroPacific Growth Fund; Class A Shares
Foreign Large Blend VDMIX Vanguard STAR Funds: Vanguard Developed Markets Index Fund; Investor Shares
US EQUITY
Small Growth PSGIX BlackRock Funds: BlackRock Small Cap Growth Equity Portfolio; Institutional Shares
LARGE GROWTH VHCOX Vanguard Horizon Funds: Vanguard Capital Opportunity Fund; Investor Shares
LARGE GROWTH AGTHX Growth Fund of America
LARGE BLEND VIFSX Vanguard Index Funds: Vanguard 500 Index Fund; Signal Shares
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares
Intermediate-Term Bond PTRAX PIMCO Funds: Total Return Fund; Administrative Class Shares
Total Available Funds: 17
  • 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
Others
Target Date 2021-2025 VTTVX Vanguard Chester Funds: Vanguard Target Retirement 2025 Fund; Investor Class Shares 97% 3 60 0 0.08% 7.56%
Conservative Allocation VSCGX Vanguard STAR Funds: Vanguard LifeStrategy Conservative Growth Fund; Investor Shares 89% 3 60 0 0.12% 5.71%
Moderate Allocation VSMGX Vanguard STAR Funds: Vanguard LifeStrategy Moderate Growth Fund; Investor Shares 83% 3 60 0 0.13% 5.55%
Target Date 2016-2020 VTWNX Vanguard Chester Funds: Vanguard Target Retirement 2020 Fund; Investor Class Shares 66% 3 60 0 0.08% 8.19%
Utilities PRUZX Prudential Sector Funds 60% 3 60 0 1.63% 11.19%
Technology PRSCX T Rowe Price Science & Technology Fund 58% 3 60 0 0.84% 13.79%
Technology PASTX T Rowe Price Science & Technology Fund 42% 3 60 0 0.84% 13.76%
Target Date 2011-2015 VTXVX Vanguard Chester Funds: Vanguard Target Retirement 2015 Fund; Investor Class Shares 0% 3 60 0 0.08% 14.93%
Target Date 2000-2010 VTENX Vanguard Chester Funds: Vanguard Target Retirement 2010 Fund; Investor Class Shares 0% 3 60 0 0.17% 7.48%
INTERNATIONAL EQUITY
Foreign Large Blend AEPGX EuroPacific Growth Fund; Class A Shares 57% 3 60 0 0.9% 13.79%
Foreign Large Blend VDMIX Vanguard STAR Funds: Vanguard Developed Markets Index Fund; Investor Shares 0% 3 60 0 0.2% 2.88%
US EQUITY
Small Growth PSGIX BlackRock Funds: BlackRock Small Cap Growth Equity Portfolio; Institutional Shares 94% 3 60 0 1% 0.13%
LARGE GROWTH VHCOX Vanguard Horizon Funds: Vanguard Capital Opportunity Fund; Investor Shares 91% 3 60 0 0.43% 11.01%
LARGE GROWTH AGTHX Growth Fund of America 41% 3 60 0 0.3% 11.19%
LARGE BLEND VIFSX Vanguard Index Funds: Vanguard 500 Index Fund; Signal Shares 0% 3 60 0 0.05% 2.09%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares 96% 3 60 0 0.83% 4.63%
Intermediate-Term Bond PTRAX PIMCO Funds: Total Return Fund; Administrative Class Shares 66% 3 60 0 0.8% 4.37%
Average Expense Ratio: 0.5%
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Model Portfolios

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*
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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 to Create Model Portfolio

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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
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