MyPlanIQ 401k Investor NEXTERA ENERGY INC. BARGAINING UNIT EMPLOYEE RETIREMENT SAVINGS PLAN

NEXTERA ENERGY INC. BARGAINING UNIT EMPLOYEE RETIREMENT SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 16
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE FRESX Fidelity Real Estate Investment Portfolio
INTERNATIONAL EQUITY
Foreign Large Growth FDIVX Fidelity Diversified International Fund
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Fund
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Fund
Retirement Income VTINX Vanguard Target Retirement Income Fund
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Fund Administrative Class
US EQUITY
LARGE VALUE PRFDX T. Rowe Price Equity Income Fund
MID-CAP BLEND RYPRX Royce Premier Fund Investor Class
Mid-Cap Growth BRWIX Brandywine Funds, Inc.
Total Available Funds: 16
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE FRESX Fidelity Real Estate Investment Portfolio
INTERNATIONAL EQUITY
Foreign Large Growth FDIVX Fidelity Diversified International Fund
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Fund
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Fund
Retirement Income VTINX Vanguard Target Retirement Income Fund
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035 Fund
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015 Fund
Target Date 2000-2010 VTOVX Vanguard Target Retirement 2005 Fund
ROOT CASH Fidelity Retirement Government Money Market Portfolio
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Fund Administrative Class
US EQUITY
LARGE VALUE PRFDX T. Rowe Price Equity Income Fund
MID-CAP BLEND RYPRX Royce Premier Fund Investor Class
Mid-Cap Growth BRWIX Brandywine Funds, Inc.
LARGE GROWTH VPCCX Vanguard Prime Cap Core Fund
LARGE BLEND LMVFX Legg Mason Value Trust FI Class
MID-CAP BLEND FLPSX Fidelity Low-priced Stock Fund
Total Available Funds: 16
  • 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
REAL ESTATE
REAL ESTATE FRESX Fidelity Real Estate Investment Portfolio 97% 3 60 0 0.72% 7%
INTERNATIONAL EQUITY
Foreign Large Growth FDIVX Fidelity Diversified International Fund 98% 3 60 0 0.65% 4.34%
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Fund 97% 3 60 0 0.08% 4.12%
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Fund 97% 3 60 0 0.08% 2.48%
Retirement Income VTINX Vanguard Target Retirement Income Fund 97% 3 60 0 0.08% 4.21%
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035 Fund 96% 3 60 0 0.08% 2.65%
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015 Fund 0% 3 60 0 0.08% 14.95%
Target Date 2000-2010 VTOVX Vanguard Target Retirement 2005 Fund 0% 3 60 0 NA 2.94%
ROOT CASH Fidelity Retirement Government Money Market Portfolio 0% 1 60 0 NA 2.66%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Fund Administrative Class 97% 3 60 0 0.83% 4%
US EQUITY
LARGE VALUE PRFDX T. Rowe Price Equity Income Fund 97% 3 60 0 1.23% 6.43%
MID-CAP BLEND RYPRX Royce Premier Fund Investor Class 95% 3 60 0 2.24% 7.44%
Mid-Cap Growth BRWIX Brandywine Funds, Inc. 87% 3 60 0 0.93% 0.65%
LARGE GROWTH VPCCX Vanguard Prime Cap Core Fund 85% 3 60 0 0.46% 12.63%
LARGE BLEND LMVFX Legg Mason Value Trust FI Class 25% 3 60 0 0.7% 10.61%
MID-CAP BLEND FLPSX Fidelity Low-priced Stock Fund 1% 3 60 0 0.92% 17.18%
Average Expense Ratio: 0.65%
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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(Ticker:FPL)
The plan consists of 16 funds. It covers 4 major asset classes and 13 minor asset classes. The major asset classes it covers are Foreign Equity, US Equity, REITs and Fixed Income.
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