MyPlanIQ 401k Investor ALLIANT ENERGY CORPORATION 401(k) SAVINGS PLAN

ALLIANT ENERGY CORPORATION 401(k) SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 13
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS SBCEX Boston Company Emerging Mkts Value Equity Fund
INTERNATIONAL EQUITY
Foreign Large Blend AEPGX American Funds EuroPacific Growth Fund
Others
Moderate Allocation JPDVX JPMorgan Liquidity Fund
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return Fund
Muni National Short OSTAX JPMorgan interm Bond Fund
Intermediate-Term Bond FBIDX SSgA U.S. Bond Index Securities Lending Series Fund
US EQUITY
MID-CAP VALUE JMCVX Perkins Mid Cap Value Fund
LARGE VALUE DODGX Dodge Cox Stock Fund
Small Growth BUFSX Buffalo Small Cap Fund
Total Available Funds: 13
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS SBCEX Boston Company Emerging Mkts Value Equity Fund
INTERNATIONAL EQUITY
Foreign Large Blend AEPGX American Funds EuroPacific Growth Fund
Others
Moderate Allocation JPDVX JPMorgan Liquidity Fund
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return Fund
Muni National Short OSTAX JPMorgan interm Bond Fund
Intermediate-Term Bond FBIDX SSgA U.S. Bond Index Securities Lending Series Fund
US EQUITY
MID-CAP VALUE JMCVX Perkins Mid Cap Value Fund
LARGE VALUE DODGX Dodge Cox Stock Fund
Small Growth BUFSX Buffalo Small Cap Fund
Mid-Cap Growth VMGRX Wellington Mid Cap Growth Fund
LARGE BLEND SVSPX SSgA S P 500 Index Securities Lending Series Fund
LARGE GROWTH RGAFX Registered Investment Companies American Funds Growth Fund of Amer
SMALL VALUE ASVAX Riversource Small Cap Value Fund
Total Available Funds: 13
  • 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
Emerging Market
DIVERSIFIED EMERGING MKTS SBCEX Boston Company Emerging Mkts Value Equity Fund 0% 3 60 0 2.67% 4.4%
INTERNATIONAL EQUITY
Foreign Large Blend AEPGX American Funds EuroPacific Growth Fund 57% 3 60 0 0.9% 3.56%
Others
Moderate Allocation JPDVX JPMorgan Liquidity Fund 86% 3 60 0 0.96% 1.41%
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return Fund 97% 3 60 0 0.83% 4%
Muni National Short OSTAX JPMorgan interm Bond Fund 50% 3 60 0 0.7% 2.17%
Intermediate-Term Bond FBIDX SSgA U.S. Bond Index Securities Lending Series Fund 0% 3 60 0 0.13% 2.54%
US EQUITY
MID-CAP VALUE JMCVX Perkins Mid Cap Value Fund 98% 3 60 0 0.91% 9.66%
LARGE VALUE DODGX Dodge Cox Stock Fund 93% 3 60 0 0.52% 6%
Small Growth BUFSX Buffalo Small Cap Fund 93% 3 60 0 1.01% 0%
Mid-Cap Growth VMGRX Wellington Mid Cap Growth Fund 80% 3 60 0 0.37% 0.45%
LARGE BLEND SVSPX SSgA S P 500 Index Securities Lending Series Fund 75% 3 60 0 0.16% 12.81%
LARGE GROWTH RGAFX Registered Investment Companies American Funds Growth Fund of Amer 75% 3 60 0 0.63% 8.76%
SMALL VALUE ASVAX Riversource Small Cap Value Fund 0% 3 60 0 1.4% 8.9%
Average Expense Ratio: 0.86%
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Related Retirement Plans
ALLIANT ENERGY CORPORATION 401(K) 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*
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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(Ticker:LNT)
The plan consists of 13 funds. It covers 4 major asset classes and 12 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, Fixed Income and Emerging Market Equity.


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