MyPlanIQ 401k Investor OGE ENERGY CORP.EMPLOYEES’ STOCK OWNERSHIP AND RETIREMENT SAVINGS PLAN

OGE ENERGY CORP.EMPLOYEES’ STOCK OWNERSHIP AND RETIREMENT SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 28
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth FIGFX Fidelity International Growth A Fund
Foreign Large Blend AEPGX American Funds EuroPacific Growth Fund
Others
Target Date 2016-2020 FFFDX Fidelity Mgmt. Trust Co.Freedom 2020 Fund
Target Date 2016-2020 FFFDX Fidelity Mgmt. Trust Co.Freedom 2000 Fund
Retirement Income FFFAX Fidelity Freedom Income Fund
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCOTotal Return Fund
US EQUITY
LARGE GROWTH TRBCX Blue Chip Growth Fund
LARGE VALUE AAGPX American Beacon Large Cap Value Fund
LARGE GROWTH FCNTX Fidelity Mgmt. Trust Co.Contrafund,
Total Available Funds: 28
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth FIGFX Fidelity International Growth A Fund
Foreign Large Blend AEPGX American Funds EuroPacific Growth Fund
Others
Target Date 2016-2020 FFFDX Fidelity Mgmt. Trust Co.Freedom 2020 Fund
Target Date 2016-2020 FFFDX Fidelity Mgmt. Trust Co.Freedom 2000 Fund
Retirement Income FFFAX Fidelity Freedom Income Fund
Target Date 2011-2015 FFVFX Fidelity Mgmt. Trust Co.Freedom 2015 Fund
Target Date 2026-2030 FFFEX Fidelity Mgmt. Trust Co.Freedom 2030 Fund
Target Date 2036-2040 FFFFX Fidelity Mgmt. Trust Co.Freedom 2040 Fund
Target Date 2021-2025 FFTWX Fidelity Mgmt. Trust Co.Freedom 2025 Fund
Target Date 2031-2035 FFTHX Fidelity Mgmt. Trust Co.Freedom 2035 Fund
Target Date 2050+ FFFHX Fidelity Mgmt. Trust Co.Freedom 2050 Fund
Target Date 2000-2010 FFFCX Fidelity Mgmt. Trust Co.Freedom 2010 Fund
Target Date 2041-2045 FFFGX Fidelity Mgmt. Trust Co.Freedom 2045 Fund
Target Date 2000-2010 FFFVX Fidelity Mgmt. Trust Co.Freedom 2005 Fund
ROOT CASH Fidelity Mgmt. Trust Co.Interest-bearing cash
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCOTotal Return Fund
US EQUITY
LARGE GROWTH TRBCX Blue Chip Growth Fund
LARGE VALUE AAGPX American Beacon Large Cap Value Fund
LARGE GROWTH FCNTX Fidelity Mgmt. Trust Co.Contrafund,
LARGE BLEND FSTMX Spartan Total Market Index Fund
MID-CAP VALUE GCMAX Goldman Sachs Mid Cap Value A Fund
Mid-Cap Growth RPMGX T. Rowe Price Mid Cap Growth Advisor Class
SMALL BLEND FSLCX Fidelity Mgmt. Trust Co.Small Cap Stock Fund
LARGE BLEND SICWX Sentinel Common Stock Fund
LARGE GROWTH CVGRX Calamos Growth A Fund
MID-CAP BLEND FLPSX Fidelity Mgmt. Trust Co.Low Price Stock Fund
SMALL BLEND SSMVX Wells Fargo Advantage Small Cap Value Fund (Investor Class), mutual fund
LARGE GROWTH RAIEX Rainier Large Cap Equity Portfolio
Total Available Funds: 28
  • 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 Growth FIGFX Fidelity International Growth A Fund 73% 3 60 0 0.89% 0.49%
Foreign Large Blend AEPGX American Funds EuroPacific Growth Fund 57% 3 60 0 0.9% 3.64%
Others
Target Date 2016-2020 FFFDX Fidelity Mgmt. Trust Co.Freedom 2020 Fund 98% 3 60 0 0.58% 3.41%
Target Date 2016-2020 FFFDX Fidelity Mgmt. Trust Co.Freedom 2000 Fund 98% 3 60 0 0.58% 3.41%
Retirement Income FFFAX Fidelity Freedom Income Fund 98% 3 60 0 0.42% 2.89%
Target Date 2011-2015 FFVFX Fidelity Mgmt. Trust Co.Freedom 2015 Fund 98% 3 60 0 0.54% 3.2%
Target Date 2026-2030 FFFEX Fidelity Mgmt. Trust Co.Freedom 2030 Fund 96% 3 60 0 0.66% 3.25%
Target Date 2036-2040 FFFFX Fidelity Mgmt. Trust Co.Freedom 2040 Fund 95% 3 60 0 0.64% 1.26%
Target Date 2021-2025 FFTWX Fidelity Mgmt. Trust Co.Freedom 2025 Fund 95% 3 60 0 0.34% 2.01%
Target Date 2031-2035 FFTHX Fidelity Mgmt. Trust Co.Freedom 2035 Fund 95% 3 60 0 0.7% 1.55%
Target Date 2050+ FFFHX Fidelity Mgmt. Trust Co.Freedom 2050 Fund 94% 3 60 0 0.75% 3.56%
Target Date 2000-2010 FFFCX Fidelity Mgmt. Trust Co.Freedom 2010 Fund 92% 3 60 0 0.49% 3.21%
Target Date 2041-2045 FFFGX Fidelity Mgmt. Trust Co.Freedom 2045 Fund 91% 3 60 0 0.75% 3.67%
Target Date 2000-2010 FFFVX Fidelity Mgmt. Trust Co.Freedom 2005 Fund 87% 3 60 0 0.42% 2.92%
ROOT CASH Fidelity Mgmt. Trust Co.Interest-bearing cash 0% 1 60 0 NA 4.14%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCOTotal Return Fund 97% 3 60 0 0.83% 3.98%
US EQUITY
LARGE GROWTH TRBCX Blue Chip Growth Fund 100% 3 60 0 1.23% 0%
LARGE VALUE AAGPX American Beacon Large Cap Value Fund 98% 3 60 0 0.94% 1.57%
LARGE GROWTH FCNTX Fidelity Mgmt. Trust Co.Contrafund, 96% 3 60 0 0.55% 4.32%
LARGE BLEND FSTMX Spartan Total Market Index Fund 94% 3 60 0 0.09% 1.62%
MID-CAP VALUE GCMAX Goldman Sachs Mid Cap Value A Fund 93% 3 60 0 1.18% 0.54%
Mid-Cap Growth RPMGX T. Rowe Price Mid Cap Growth Advisor Class 87% 3 60 0 1.29% 6.44%
SMALL BLEND FSLCX Fidelity Mgmt. Trust Co.Small Cap Stock Fund 82% 3 60 0 0.67% 0.02%
LARGE BLEND SICWX Sentinel Common Stock Fund 60% 3 60 0 0.7% 0.35%
LARGE GROWTH CVGRX Calamos Growth A Fund 53% 3 60 0 1.05% 0%
MID-CAP BLEND FLPSX Fidelity Mgmt. Trust Co.Low Price Stock Fund 1% 3 60 0 0.92% 1.69%
SMALL BLEND SSMVX Wells Fargo Advantage Small Cap Value Fund (Investor Class), mutual fund 0% 3 60 0 1.35% 0%
LARGE GROWTH RAIEX Rainier Large Cap Equity Portfolio 0% 3 60 0 0.92% 54.63%
Average Expense Ratio: 0.76%
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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 2.5% 12.7% 2.5% 7.6% 5.6% 7.8%

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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:OGE)
The plan consists of 29 funds. It covers 3 major asset classes and 22 minor asset classes. The major asset classes it covers are Foreign Equity, US Equity and Fixed Income.
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