MyPlanIQ ALLIANT ENERGY CORPORATION 401K SAVINGS PLAN

ALLIANT ENERGY CORPORATION 401K SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 8
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend RERGX EuroPacific Growth Fund; Class R-6 Shares
FIXED INCOME
Inflation-Protected Bond VIPIX Vanguard Bond Index Funds: Vanguard Inflation-Protected Securities Fund; Institutional Shares
Intermediate-Term Bond PTTAX PIMCO Funds: Total Return Fund; Class A Shares
US EQUITY
LARGE VALUE DODGX Dodge & Cox Funds: Dodge & Cox Stock Fund
Small Growth BUFSX Buffalo Funds: Buffalo Small Cap Fund
MID-CAP VALUE JMVAX Janus Investment Fund: Perkins Mid Cap Value Fund; Class I Shares
Total Available Funds: 8
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend RERGX EuroPacific Growth Fund; Class R-6 Shares
FIXED INCOME
Inflation-Protected Bond VIPIX Vanguard Bond Index Funds: Vanguard Inflation-Protected Securities Fund; Institutional Shares
Intermediate-Term Bond PTTAX PIMCO Funds: Total Return Fund; Class A Shares
US EQUITY
LARGE VALUE DODGX Dodge & Cox Funds: Dodge & Cox Stock Fund
Small Growth BUFSX Buffalo Funds: Buffalo Small Cap Fund
MID-CAP VALUE JMVAX Janus Investment Fund: Perkins Mid Cap Value Fund; Class I Shares
LARGE GROWTH RGAGX Growth Fund of America
SMALL VALUE ASVAX Columbia Funds Series Trust II: Columbia Multi-Advisor Small Cap Value Fund; Class A Shares
Total Available Funds: 8
  • 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 RERGX EuroPacific Growth Fund; Class R-6 Shares 32% 3 60 0 0.9% 3.94%
FIXED INCOME
Inflation-Protected Bond VIPIX Vanguard Bond Index Funds: Vanguard Inflation-Protected Securities Fund; Institutional Shares 91% 3 60 0 0.1% 4%
Intermediate-Term Bond PTTAX PIMCO Funds: Total Return Fund; Class A Shares 65% 3 60 0 0.8% 3.67%
US EQUITY
LARGE VALUE DODGX Dodge & Cox Funds: Dodge & Cox Stock Fund 93% 3 60 0 0.52% 6%
Small Growth BUFSX Buffalo Funds: Buffalo Small Cap Fund 93% 3 60 0 1.01% 0%
MID-CAP VALUE JMVAX Janus Investment Fund: Perkins Mid Cap Value Fund; Class I Shares 91% 3 60 0 0.91% 9.87%
LARGE GROWTH RGAGX Growth Fund of America 25% 3 60 0 0.3% 8.78%
SMALL VALUE ASVAX Columbia Funds Series Trust II: Columbia Multi-Advisor Small Cap Value Fund; Class A Shares 0% 3 60 0 1.4% 8.9%
Average Expense Ratio: 0.74%
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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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