MyPlanIQ OGE ENERGY CORP. ESOP and RETIREMENT SAVINGS PLAN

OGE ENERGY CORP. ESOP and RETIREMENT SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 20
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend RERFX EuroPacific Growth Fund; Class R-5 Shares
Foreign Large Growth AIIEX AIM International Mutual Funds (Invesco International Mutual Funds): Invesco International Gro Fd; Cl A Shs
Others
Target Date 2016-2020 FFFDX Fidelity Aberdeen Street Trust: Fidelity Freedom 2020 Fund
Target Date 2026-2030 FFFEX Fidelity Aberdeen Street Trust: Fidelity Freedom 2030 Fund
Target Date 2021-2025 FFTWX Fidelity Aberdeen Street Trust: Fidelity Freedom 2025 Fund
US EQUITY
LARGE GROWTH FBGRX Fidelity Securities Fund: Fidelity Blue Chip Growth Fund
MID-CAP VALUE GSMCX Goldman Sachs Trust: Goldman Sachs Mid Cap Value Fund; Institutional Shares
LARGE VALUE AADEX American Beacon Funds: American Beacon Large Cap Value Fund; Institutional Class Shares
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares
Total Available Funds: 20
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend RERFX EuroPacific Growth Fund; Class R-5 Shares
Foreign Large Growth AIIEX AIM International Mutual Funds (Invesco International Mutual Funds): Invesco International Gro Fd; Cl A Shs
Others
Target Date 2016-2020 FFFDX Fidelity Aberdeen Street Trust: Fidelity Freedom 2020 Fund
Target Date 2026-2030 FFFEX Fidelity Aberdeen Street Trust: Fidelity Freedom 2030 Fund
Target Date 2021-2025 FFTWX Fidelity Aberdeen Street Trust: Fidelity Freedom 2025 Fund
Target Date 2000-2010 FFFCX Fidelity Aberdeen Street Trust: Fidelity Freedom 2010 Fund
Target Date 2000-2010 FFFVX Fidelity Aberdeen Street Trust: Fidelity Freedom 2005 Fund
Moderate Allocation FASMX Fidelity Charles Street Trust: Fidelity Asset Manager 50%
Moderate Allocation FASGX Fidelity Charles Street Trust: Fidelity Asset Manager 70%
Conservative Allocation FTAWX Fidelity Charles Street Trust: Fidelity Advisor Asset Manager 20%; Class A Shares
Target Date 2000-2010 FFFBX Fidelity Aberdeen Street Trust: Fidelity Freedom 2000 Fund
US EQUITY
LARGE GROWTH FBGRX Fidelity Securities Fund: Fidelity Blue Chip Growth Fund
MID-CAP VALUE GSMCX Goldman Sachs Trust: Goldman Sachs Mid Cap Value Fund; Institutional Shares
LARGE VALUE AADEX American Beacon Funds: American Beacon Large Cap Value Fund; Institutional Class Shares
Mid-Cap Growth PAMCX T Rowe Price Mid-Cap Growth Fund
LARGE GROWTH CVGRX Calamos Investment Trust: Calamos Growth Fund; Class A Shares
LARGE BLEND SENCX Sentinel Group Funds
SMALL BLEND WFSVX Wells Fargo Funds Trust: Wells Fargo Advantage Small Cap Value Fund; Institutional Class Shares
LARGE BLEND FFSMX Fidelity Concord Street Trust: Spartan Total Market Index Fund; Class F Shares
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares
Total Available Funds: 20
  • 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 RERFX EuroPacific Growth Fund; Class R-5 Shares 94% 3 60 0 0.84% 1.86%
Foreign Large Growth AIIEX AIM International Mutual Funds (Invesco International Mutual Funds): Invesco International Gro Fd; Cl A Shs 52% 3 60 0 1.6% 1.6%
Others
Target Date 2016-2020 FFFDX Fidelity Aberdeen Street Trust: Fidelity Freedom 2020 Fund 98% 3 60 0 0.58% 3.41%
Target Date 2026-2030 FFFEX Fidelity Aberdeen Street Trust: Fidelity Freedom 2030 Fund 96% 3 60 0 0.66% 3.25%
Target Date 2021-2025 FFTWX Fidelity Aberdeen Street Trust: Fidelity Freedom 2025 Fund 95% 3 60 0 0.34% 2.01%
Target Date 2000-2010 FFFCX Fidelity Aberdeen Street Trust: Fidelity Freedom 2010 Fund 92% 3 60 0 0.49% 3.21%
Target Date 2000-2010 FFFVX Fidelity Aberdeen Street Trust: Fidelity Freedom 2005 Fund 87% 3 60 0 0.42% 2.92%
Moderate Allocation FASMX Fidelity Charles Street Trust: Fidelity Asset Manager 50% 76% 3 60 0 0.92% 2.14%
Moderate Allocation FASGX Fidelity Charles Street Trust: Fidelity Asset Manager 70% 75% 3 60 0 0.97% 1.67%
Conservative Allocation FTAWX Fidelity Charles Street Trust: Fidelity Advisor Asset Manager 20%; Class A Shares 37% 3 60 0 0.82% 4.73%
Target Date 2000-2010 FFFBX Fidelity Aberdeen Street Trust: Fidelity Freedom 2000 Fund 0% 3 60 0 0.44% 0%
US EQUITY
LARGE GROWTH FBGRX Fidelity Securities Fund: Fidelity Blue Chip Growth Fund 99% 3 60 0 0.69% 0%
MID-CAP VALUE GSMCX Goldman Sachs Trust: Goldman Sachs Mid Cap Value Fund; Institutional Shares 82% 3 60 0 1.18% 0.85%
LARGE VALUE AADEX American Beacon Funds: American Beacon Large Cap Value Fund; Institutional Class Shares 78% 3 60 0 0.94% 1.65%
Mid-Cap Growth PAMCX T Rowe Price Mid-Cap Growth Fund 58% 3 60 0 1.29% 6.54%
LARGE GROWTH CVGRX Calamos Investment Trust: Calamos Growth Fund; Class A Shares 53% 3 60 0 1.05% 0%
LARGE BLEND SENCX Sentinel Group Funds 49% 3 60 0 0.7% 0.22%
SMALL BLEND WFSVX Wells Fargo Funds Trust: Wells Fargo Advantage Small Cap Value Fund; Institutional Class Shares 0% 3 60 0 0.88% 0%
LARGE BLEND FFSMX Fidelity Concord Street Trust: Spartan Total Market Index Fund; Class F Shares 0% 3 60 0 0.06% 2.26%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares 97% 3 60 0 0.83% 3.98%
Average Expense Ratio: 0.78%
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Related Retirement Plans
OGE ENERGY CORP. ESOP & RETIREMENT SAVINGS PLAN
Model Portfolios

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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