MyPlanIQ 401k Investor Cleco Power LLC 401(k) Savings and Investment Plan

Cleco Power LLC 401(k) Savings and Investment Plan

This Plan is unrated.
Investment Options
Total Available Funds: 22
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend IVQDX Morgan Stanley International Equity Fund
Others
Target Date 2036-2040 TRRDX T. Rowe rtmt 2040 Index Fund
Target Date 2026-2030 TRRCX T. Rowe rtmt 2030 Index Fund
Target Date 2016-2020 TRRBX T. Rowe rtmt 2020 Index Fund
FIXED INCOME
Intermediate-Term Bond FRTRX Frontegra Columbus Core Plus
US EQUITY
MID-CAP BLEND CRIMX CRM Mid Cap Value Fund
LARGE BLEND SVSPX SSgA S P 500 Fund
LARGE GROWTH AGWRX American Century Growth Fund
Total Available Funds: 22
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend IVQDX Morgan Stanley International Equity Fund
Others
Target Date 2036-2040 TRRDX T. Rowe rtmt 2040 Index Fund
Target Date 2026-2030 TRRCX T. Rowe rtmt 2030 Index Fund
Target Date 2016-2020 TRRBX T. Rowe rtmt 2020 Index Fund
Target Date 2011-2015 TRRGX T. Rowe rtmt 2015 Index Fund
Target Date 2000-2010 TRRFX T. Rowe rtmt 2005 Index Fund
Target Date 2031-2035 TRRJX T. Rowe rtmt 2035 Index Fund
Target Date 2000-2010 TRRAX T. Rowe rtmt 2010 Index Fund
Target Date 2021-2025 TRRHX T. Rowe rtmt 2025 Index Fund
Target Date 2041-2045 TRRKX T. Rowe rtmt 2045 Index Fund
Target Date 2050+ TRRNX T. Rowe rtmt 2055 Index Fund
Moderate Allocation DODBX Dodge Cox Balanced Fund
Retirement Income TRRIX T. Rowe Price Retirement Income Fund
Target Date 2050+ TRRMX T. Rowe rtmt 2050 Index Fund
ROOT CASH JPMorgan Prime Money Mkt Fund
FIXED INCOME
Intermediate-Term Bond FRTRX Frontegra Columbus Core Plus
US EQUITY
MID-CAP BLEND CRIMX CRM Mid Cap Value Fund
LARGE BLEND SVSPX SSgA S P 500 Fund
LARGE GROWTH AGWRX American Century Growth Fund
LARGE VALUE AICRX American Century Income Growth Fund
Mid-Cap Growth AVTRX American Century Vista Fund
LARGE VALUE Diamond Hill Diamond Hill Capital Fund
Total Available Funds: 22
  • 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 IVQDX Morgan Stanley International Equity Fund 0% 3 60 0 1.22% 1.88%
Others
Target Date 2036-2040 TRRDX T. Rowe rtmt 2040 Index Fund 100% 3 60 0 0.6% 1.56%
Target Date 2026-2030 TRRCX T. Rowe rtmt 2030 Index Fund 100% 3 60 0 1.08% 2.11%
Target Date 2016-2020 TRRBX T. Rowe rtmt 2020 Index Fund 100% 3 60 0 0.78% 2.62%
Target Date 2011-2015 TRRGX T. Rowe rtmt 2015 Index Fund 100% 3 60 0 0.76% 2.73%
Target Date 2000-2010 TRRFX T. Rowe rtmt 2005 Index Fund 100% 3 60 0 0.34% 2.95%
Target Date 2031-2035 TRRJX T. Rowe rtmt 2035 Index Fund 97% 3 60 0 0.84% 1.77%
Target Date 2000-2010 TRRAX T. Rowe rtmt 2010 Index Fund 97% 3 60 0 0.99% 2.88%
Target Date 2021-2025 TRRHX T. Rowe rtmt 2025 Index Fund 96% 3 60 0 1.05% 2.46%
Target Date 2041-2045 TRRKX T. Rowe rtmt 2045 Index Fund 96% 3 60 0 1.12% 1.41%
Target Date 2050+ TRRNX T. Rowe rtmt 2055 Index Fund 93% 3 60 0 1.14% 1.32%
Moderate Allocation DODBX Dodge Cox Balanced Fund 92% 3 60 0 0.42% 7.78%
Retirement Income TRRIX T. Rowe Price Retirement Income Fund 91% 3 60 0 0.34% 3.88%
Target Date 2050+ TRRMX T. Rowe rtmt 2050 Index Fund 77% 3 60 0 0.63% 1.35%
ROOT CASH JPMorgan Prime Money Mkt Fund 0% 1 60 0 NA 2.6%
FIXED INCOME
Intermediate-Term Bond FRTRX Frontegra Columbus Core Plus 0% 3 60 0 NA 8.22%
US EQUITY
MID-CAP BLEND CRIMX CRM Mid Cap Value Fund 88% 3 60 0 1.16% 8.91%
LARGE BLEND SVSPX SSgA S P 500 Fund 75% 3 60 0 0.16% 1.24%
LARGE GROWTH AGWRX American Century Growth Fund 50% 3 60 0 1.48% 7.02%
LARGE VALUE AICRX American Century Income Growth Fund 33% 3 60 0 0.9% 0.71%
Mid-Cap Growth AVTRX American Century Vista Fund 0% 3 60 0 1.53% 0%
LARGE VALUE Diamond Hill Diamond Hill Capital Fund 0% 3 60 0 NA NA
Average Expense Ratio: 0.87%
Sign up to get fund ranking change alerts

* If you find the above investment options have changed, please email us the latest change or directly Modify Investment Options after you login
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 2.8% 9.5% 6.6% 30.6% 16.9% 13.8%

Sign up or Login first to get rebalance emails for this portfolio

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 to Create Model Portfolio

Sign up or Login and subscribe to get rebalance emails for this portfolio

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 2.0% 10.0% 4.7% 9.6% 7.1% 6.9%

Sign up or Login and subscribe to get rebalance emails for this portfolio

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

Sign up or Login and subscribe to get rebalance emails for this portfolio
*     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:CNL)
The plan consists of 22 funds. It covers 3 major asset classes and 19 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.


Register for FREE No Credit Card Required
Or Start FREE 30-day trial now >>
MyPlanIQ Newsletters
Get Started
Search

Members enjoy Free features

  • Customize and follow a diversified strategic allocation portfolio for your 401k, IRA and brokerage investments within minutes
  • Receive monthly or quarterly re-balance emails
  • Enter funds and percentages in your portfolio, see its historical performance and receive ongoing rebalance emails
  • Real time fund ranking and selection for your plans
  • Quality retirement investing newsletter emails
  • Fund ranking and selection for your plans

Tens of thousands of users have signed up!

Join Now (Free)
No Credit Card Required

User names can only consist of alphabetic and
numeric characters.(eg: 0-9a-zA-Z)
I agree to the Terms of use

Login With Facebook:

Get Started Now. It's Free!

Get portfolio suggestions for your
401k plan or brokerage accounts

Powered by MyPlanIQ
You have created an account on MyPlanIQ.com by using this email "", please login MyPlanIQ account or reset your password.