MyPlanIQ 401k Investor THE INVESTMENT AND EMPLOYEE STOCK OWNERSHIP PLAN FOR EMPLOYEES OF AVISTA CORPORATION

THE INVESTMENT AND EMPLOYEE STOCK OWNERSHIP PLAN FOR EMPLOYEES OF AVISTA CORPORATION

This Plan is unrated.
Investment Options
Total Available Funds: 15
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Value DODFX Dodge Cox International Stock Fund
Foreign Large Growth ARTIX Artisan International Fund
Foreign Large Blend VGTSX Vanguard Total Int l Stck Index Fund
Others
ROOT BJBIX Artio International Equity Fund A
Moderate Allocation VWELX Vanguard Wellington Fund
ROOT CASH Vanguard Prime Money Mkt Fund
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Mkt Index Fund
US EQUITY
SMALL VALUE VISVX Vanguard Small Cap Value Index Fund
Small Growth VISGX Vanguard Small Cap Growth Index Fund
MID-CAP BLEND VIMSX Vanguard Mid Capitalization Index Fund
Total Available Funds: 15
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Value DODFX Dodge Cox International Stock Fund
Foreign Large Growth ARTIX Artisan International Fund
Foreign Large Blend VGTSX Vanguard Total Int l Stck Index Fund
Others
ROOT BJBIX Artio International Equity Fund A
Moderate Allocation VWELX Vanguard Wellington Fund
ROOT CASH Vanguard Prime Money Mkt Fund
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Mkt Index Fund
US EQUITY
SMALL VALUE VISVX Vanguard Small Cap Value Index Fund
Small Growth VISGX Vanguard Small Cap Growth Index Fund
MID-CAP BLEND VIMSX Vanguard Mid Capitalization Index Fund
LARGE BLEND VFINX Vanguard 500 Index Fund
LARGE GROWTH VPMCX Vanguard PRIMECAP Fund
LARGE VALUE DODGX Dodge Cox Stock Fund
Small Growth CIPSX Champlain Small Company Fund
SMALL VALUE VSCVX Veracity Small Cap Value Fund
Total Available Funds: 15
  • 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 Value DODFX Dodge Cox International Stock Fund 99% 3 60 0 0.52% 2.42%
Foreign Large Growth ARTIX Artisan International Fund 91% 3 60 0 0.97% 1.9%
Foreign Large Blend VGTSX Vanguard Total Int l Stck Index Fund 16% 3 60 0 0.08% 3.47%
Others
ROOT BJBIX Artio International Equity Fund A 98% 3 60 0 0.9% 0%
Moderate Allocation VWELX Vanguard Wellington Fund 90% 3 60 0 0.17% 6.21%
ROOT CASH Vanguard Prime Money Mkt Fund 0% 1 60 0 NA 2.67%
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Mkt Index Fund 100% 3 60 0 0.15% 3.28%
US EQUITY
SMALL VALUE VISVX Vanguard Small Cap Value Index Fund 100% 3 60 0 0.06% 2.23%
Small Growth VISGX Vanguard Small Cap Growth Index Fund 100% 3 60 0 0.07% 0.64%
MID-CAP BLEND VIMSX Vanguard Mid Capitalization Index Fund 98% 3 60 0 0.04% 1.63%
LARGE BLEND VFINX Vanguard 500 Index Fund 98% 3 60 0 0.14% 1.52%
LARGE GROWTH VPMCX Vanguard PRIMECAP Fund 95% 3 60 0 0.31% 7.62%
LARGE VALUE DODGX Dodge Cox Stock Fund 93% 3 60 0 0.52% 5.81%
Small Growth CIPSX Champlain Small Company Fund 60% 3 60 0 1.27% 6.31%
SMALL VALUE VSCVX Veracity Small Cap Value Fund 47% 3 60 0 1.75% 10.44%
Average Expense Ratio: 0.5%
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Related Retirement Plans
INVESTMENT & EMPLOYEE STOCK OWNERSHIP PLAN OF AVISTA
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 4.4% 7.9% 1.9% 6.9% 5.1% 7.3%

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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(Ticker:AVA)
The plan consists of 18 funds. It covers 3 major asset classes and 12 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.
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