MyPlanIQ 401k Investor Great Plains Energy Incorporated 401(k) Savings Plan

Great Plains Energy Incorporated 401(k) Savings Plan

This Plan is unrated.
Investment Options
Total Available Funds: 45
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend HAINX Harbor International Fund – Institutional
Foreign Large Growth FDIVX Fidelity Diversified International Fund
Foreign Large Blend FSIIX Fidelity Spartan International Index Fund
Others
Target Date 2041-2045 AOOIX American Century Livestrong 2045
Target Date 2050+ ARFSX American Century Livestrong 2050
Retirement Income ATTIX American Century Livestrong Income Fund
FIXED INCOME
Emerging Markets Bond EDD Morgan Stanley Institutional Emerging Markets I
Intermediate-Term Bond VBIIX Vanguard interm Bond Index Fund
Inflation-Protected Bond VIPSX Vanguard Inflation Protection Securities Fund
Total Available Funds: 45
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend HAINX Harbor International Fund – Institutional
Foreign Large Growth FDIVX Fidelity Diversified International Fund
Foreign Large Blend FSIIX Fidelity Spartan International Index Fund
Foreign Large Blend VGTSX Pacific Investment Management Company Total Return Fund-Inst Class
Others
Target Date 2041-2045 AOOIX American Century Livestrong 2045
Target Date 2050+ ARFSX American Century Livestrong 2050
Retirement Income ATTIX American Century Livestrong Income Fund
Retirement Income TRRIX T. Rowe Price Retirement Equity Income Fund
Target Date 2036-2040 ARDSX American Century Livestrong 2040
Target Date 2026-2030 ARCSX American Century Livestrong 2030
Moderate Allocation FPURX Fidelity Puritan Fund
Moderate Allocation RLBFX American Funds Balanced Fund
Financial FSLBX CISC Brokerage Account
Target Date 2031-2035 ARYRX American Century Livestrong 2035
ROOT ASOIX American Beacon Small Cap Value Fund
Target Date 2016-2020 ARBSX American Century Livestrong 2020
Target Date 2011-2015 ARNIX American Century Livestrong 2015
Target Date 2011-2015 ARNIX American Century Livestrong 2025
FIXED INCOME
Emerging Markets Bond EDD Morgan Stanley Institutional Emerging Markets I
Intermediate-Term Bond VBIIX Vanguard interm Bond Index Fund
Inflation-Protected Bond VIPSX Vanguard Inflation Protection Securities Fund
Intermediate-Term Bond HLIPX JPMorgan Core Plus Bond Select Fund
High Yield Bond GSHAX Goldman Sachs High Yield A Fund
High Yield Bond VWEAX Vanguard High-Yield Corporate-Admiral Fund
WORLD BOND BEGBX American Century International Growth Inv Fund
US EQUITY
MID-CAP VALUE JMCVX Perkins Mid Cap Value Fund-I
LARGE VALUE AAGPX American Beacon Large Cap Value Inv Fund
MID-CAP BLEND VEXMX Vanguard Extended Mkt Index Fund
SMALL VALUE ACVIX American Century Small Cap Value Fund
Mid-Cap Growth ARTMX Artisan Mid Cap Fund-Investor Class
SMALL BLEND FSLCX Fidelity Small Cap Stock Fund
LARGE BLEND FUSEX Fidelity Spartan 500 Equity Index Investment Fund
LARGE GROWTH FMAGX Fidelity Magellan Fund
MID-CAP BLEND FSEMX Fidelity Spartan Extended Market Fund
LARGE GROWTH RGAFX American Funds Growth Fund
LARGE BLEND SVSPX SSgA S&P 500 Index NL-C Fund
LARGE GROWTH FDCAX Fidelity Capital app Fund
Small Growth MGSEX Managers Special Equity Fund
LARGE BLEND ANCFX American Funds Fundamental Investors R5 Fund
LARGE BLEND NYVRX Davis NY Venture Fund
MID-CAP BLEND FLPSX Fidelity Low-Priced Stock Fund
MID-CAP VALUE HWMRX Hotchkis & Wiley Mid-Cap Value Fund
LARGE BLEND ACQIX American Century Equity Index Institutional Fund
LARGE GROWTH VMRAX Vanguard Morgan Growth Adm Fund
US EQUITY ADF Fidelity Managed Income Portfolio Common/Collective Tr Fund
Total Available Funds: 45
  • 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 HAINX Harbor International Fund – Institutional 99% 3 60 0 1.02% 3.59%
Foreign Large Growth FDIVX Fidelity Diversified International Fund 98% 3 60 0 0.65% 4.36%
Foreign Large Blend FSIIX Fidelity Spartan International Index Fund 86% 3 60 0 0.17% 3.09%
Foreign Large Blend VGTSX Pacific Investment Management Company Total Return Fund-Inst Class 16% 3 60 0 0.08% 3.45%
Others
Target Date 2041-2045 AOOIX American Century Livestrong 2045 100% 3 60 0 0.88% 2.53%
Target Date 2050+ ARFSX American Century Livestrong 2050 96% 3 60 0 0.54% 2.3%
Retirement Income ATTIX American Century Livestrong Income Fund 94% 3 60 0 0.75% 4.76%
Retirement Income TRRIX T. Rowe Price Retirement Equity Income Fund 91% 3 60 0 0.34% 4.39%
Target Date 2036-2040 ARDSX American Century Livestrong 2040 84% 3 60 0 0.64% 2.62%
Target Date 2026-2030 ARCSX American Century Livestrong 2030 83% 3 60 0 0.59% 3.13%
Moderate Allocation FPURX Fidelity Puritan Fund 82% 3 60 0 0.5% 5.7%
Moderate Allocation RLBFX American Funds Balanced Fund 79% 3 60 0 0.31% 2.86%
Financial FSLBX CISC Brokerage Account 72% 3 60 0 0.75% 1.63%
Target Date 2031-2035 ARYRX American Century Livestrong 2035 67% 3 60 0 1.07% 2.27%
ROOT ASOIX American Beacon Small Cap Value Fund 0% 3 60 0 NA 4.05%
Target Date 2016-2020 ARBSX American Century Livestrong 2020 0% 3 60 0 0.57% 7.64%
Target Date 2011-2015 ARNIX American Century Livestrong 2015 0% 3 60 0 0.58% 4.64%
Target Date 2011-2015 ARNIX American Century Livestrong 2025 0% 3 60 0 0.58% 4.64%
FIXED INCOME
Emerging Markets Bond EDD Morgan Stanley Institutional Emerging Markets I 100% 3 60 0 NA 7.32%
Intermediate-Term Bond VBIIX Vanguard interm Bond Index Fund 100% 3 60 0 0.07% 3.27%
Inflation-Protected Bond VIPSX Vanguard Inflation Protection Securities Fund 98% 3 60 0 0.07% 3.89%
Intermediate-Term Bond HLIPX JPMorgan Core Plus Bond Select Fund 84% 3 60 0 1.15% 4.28%
High Yield Bond GSHAX Goldman Sachs High Yield A Fund 0% 3 60 0 0.7% 6.11%
High Yield Bond VWEAX Vanguard High-Yield Corporate-Admiral Fund 0% 3 60 0 0.13% 6.21%
WORLD BOND BEGBX American Century International Growth Inv Fund 0% 3 60 0 0.6% 0%
US EQUITY
MID-CAP VALUE JMCVX Perkins Mid Cap Value Fund-I 98% 3 60 0 0.91% 9.71%
LARGE VALUE AAGPX American Beacon Large Cap Value Inv Fund 98% 3 60 0 0.94% 6.16%
MID-CAP BLEND VEXMX Vanguard Extended Mkt Index Fund 97% 3 60 0 0.06% 1.38%
SMALL VALUE ACVIX American Century Small Cap Value Fund 90% 3 60 0 1.34% 1.32%
Mid-Cap Growth ARTMX Artisan Mid Cap Fund-Investor Class 88% 3 60 0 0.96% 0%
SMALL BLEND FSLCX Fidelity Small Cap Stock Fund 82% 3 60 0 0.67% 0.02%
LARGE BLEND FUSEX Fidelity Spartan 500 Equity Index Investment Fund 79% 3 60 0 0.09% 1.67%
LARGE GROWTH FMAGX Fidelity Magellan Fund 75% 3 60 0 0.52% 1.81%
MID-CAP BLEND FSEMX Fidelity Spartan Extended Market Fund 75% 3 60 0 0.1% 1.63%
LARGE GROWTH RGAFX American Funds Growth Fund 75% 3 60 0 0.63% 8.65%
LARGE BLEND SVSPX SSgA S&P 500 Index NL-C Fund 75% 3 60 0 0.16% 12.73%
LARGE GROWTH FDCAX Fidelity Capital app Fund 73% 3 60 0 0.83% 3.8%
Small Growth MGSEX Managers Special Equity Fund 70% 3 60 0 0.93% 0.11%
LARGE BLEND ANCFX American Funds Fundamental Investors R5 Fund 53% 3 60 0 0.28% 6.41%
LARGE BLEND NYVRX Davis NY Venture Fund 42% 3 60 0 1.75% 8.44%
MID-CAP BLEND FLPSX Fidelity Low-Priced Stock Fund 1% 3 60 0 0.92% 17.2%
MID-CAP VALUE HWMRX Hotchkis & Wiley Mid-Cap Value Fund 0% 3 60 0 1.58% 2.22%
LARGE BLEND ACQIX American Century Equity Index Institutional Fund 0% 3 60 0 0.15% 4.36%
LARGE GROWTH VMRAX Vanguard Morgan Growth Adm Fund 0% 3 60 0 0.3% 0%
US EQUITY ADF Fidelity Managed Income Portfolio Common/Collective Tr Fund 0% 3 60 0 NA 0%
Average Expense Ratio: 0.62%
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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 8.4% 18.5% 2.9% 6.9% 5.2% 7.0%

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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:GXP)
The plan consists of 46 funds. It covers 3 major asset classes and 27 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.


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