MyPlanIQ GENON ENERGY SAVINGS PLAN

GENON ENERGY SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 12
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend RERFX EuroPacific Growth Fund; Class R-5 Shares
Foreign Large Blend ARTIX Artisan Partners Funds
WORLD STOCK RNPFX New Perspective Fund; Class R-5 Shares
Others
Moderate Allocation DODBX Dodge & Cox Funds: Dodge & Cox Balanced Fund
Conservative Allocation MSDLX Morgan Stanley Institutional Fund Trust: Global Strategist Portfolio; Class L Shares
US EQUITY
LARGE VALUE PRFDX T Rowe Price Equity Income Fund
Mid-Cap Growth NBGIX Neuberger Berman Equity Funds: Neuberger Berman Genesis Fund; Institutional Class
Mid-Cap Growth MPEGX Morgan Stanley Institutional Fund Trust: Mid Cap Growth Portfolio; Class I Shares
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares
Total Available Funds: 12
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend RERFX EuroPacific Growth Fund; Class R-5 Shares
Foreign Large Blend ARTIX Artisan Partners Funds
WORLD STOCK RNPFX New Perspective Fund; Class R-5 Shares
Others
Moderate Allocation DODBX Dodge & Cox Funds: Dodge & Cox Balanced Fund
Conservative Allocation MSDLX Morgan Stanley Institutional Fund Trust: Global Strategist Portfolio; Class L Shares
US EQUITY
LARGE VALUE PRFDX T Rowe Price Equity Income Fund
Mid-Cap Growth NBGIX Neuberger Berman Equity Funds: Neuberger Berman Genesis Fund; Institutional Class
Mid-Cap Growth MPEGX Morgan Stanley Institutional Fund Trust: Mid Cap Growth Portfolio; Class I Shares
LARGE GROWTH RGAFX Growth Fund of America
LARGE BLEND DNVYX Davis New York Venture Fund
Mid-Cap Growth NBGNX Neuberger Berman Equity Funds: Neuberger Berman Genesis Fund; Investor Class
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares
Total Available Funds: 12
  • 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 Blend ARTIX Artisan Partners Funds 91% 3 60 0 0.97% 1.83%
WORLD STOCK RNPFX New Perspective Fund; Class R-5 Shares 91% 3 60 0 1.47% 5.72%
Others
Moderate Allocation DODBX Dodge & Cox Funds: Dodge & Cox Balanced Fund 93% 3 60 0 0.42% 2.56%
Conservative Allocation MSDLX Morgan Stanley Institutional Fund Trust: Global Strategist Portfolio; Class L Shares 37% 3 60 0 0.72% 0%
US EQUITY
LARGE VALUE PRFDX T Rowe Price Equity Income Fund 97% 3 60 0 1.23% 1.94%
Mid-Cap Growth NBGIX Neuberger Berman Equity Funds: Neuberger Berman Genesis Fund; Institutional Class 91% 3 60 0 1.34% 0.15%
Mid-Cap Growth MPEGX Morgan Stanley Institutional Fund Trust: Mid Cap Growth Portfolio; Class I Shares 80% 3 60 0 0.74% 0%
LARGE GROWTH RGAFX Growth Fund of America 75% 3 60 0 0.63% 0.75%
LARGE BLEND DNVYX Davis New York Venture Fund 69% 3 60 0 1.75% 8.03%
Mid-Cap Growth NBGNX Neuberger Berman Equity Funds: Neuberger Berman Genesis Fund; Investor Class 24% 3 60 0 0.84% 0%
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: 0.98%
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Related Retirement Plans
GENON ENERGY EMPLOYEE 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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