MyPlanIQ 401k Investor USEC SAVINGS PROGRAM

USEC SAVINGS PROGRAM

This Plan is unrated.
Investment Options
Total Available Funds: 26
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
WORLD STOCK RNPFX American Funds – New Perspective Fund – Class R5
Foreign Large Growth FDIKX Fidelity Diversified International Fund – Class K
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 Fund
Retirement Income FFFAX Fidelity Freedom Income Fund
Target Date 2011-2015 FFVFX Fidelity Freedom 2015 Fund
FIXED INCOME
Intermediate-Term Bond FBIDX Fidelity US Bond Index Fund
US EQUITY
SMALL BLEND PENNX Royce Pennsylvania Mutual Fund – Inv
LARGE GROWTH FCNTX Fidelity Contrafund
MID-CAP VALUE GSMCX Goldman Sachs – Mid Cap Value Fund Institutional Class
Total Available Funds: 26
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
WORLD STOCK RNPFX American Funds – New Perspective Fund – Class R5
Foreign Large Growth FDIKX Fidelity Diversified International Fund – Class K
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 Fund
Retirement Income FFFAX Fidelity Freedom Income Fund
Target Date 2011-2015 FFVFX Fidelity Freedom 2015 Fund
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 Fund
Target Date 2036-2040 FFFFX Fidelity Freedom 2040 Fund
Target Date 2021-2025 FFTWX Fidelity Freedom 2025 Fund
Target Date 2031-2035 FFTHX Fidelity Freedom 2035 Fund
Target Date 2050+ FFFHX Fidelity Freedom 2050 Fund
Target Date 2000-2010 FFFCX Fidelity Freedom 2010 Fund
Target Date 2041-2045 FFFGX Fidelity Freedom 2045 Fund
Target Date 2000-2010 FFFVX Fidelity Freedom 2005 Fund
Target Date 2000-2010 FFFBX Fidelity Freedom 2000 Fund
FIXED INCOME
Intermediate-Term Bond FBIDX Fidelity US Bond Index Fund
US EQUITY
SMALL BLEND PENNX Royce Pennsylvania Mutual Fund – Inv
LARGE GROWTH FCNTX Fidelity Contrafund
MID-CAP VALUE GSMCX Goldman Sachs – Mid Cap Value Fund Institutional Class
Mid-Cap Growth MPEGX Morgan Stanley Institutional Fund Trust: Midcap Growth Portfolio – Class I
LARGE GROWTH RGAFX American Funds – The Growth Fund of America – Class R5
MID-CAP BLEND FSEMX Spartan Extended Market Index Fund – Investor Class
LARGE BLEND DNVYX Davis NY Venture Fund – Class Y
LARGE GROWTH FGCKX Fidelity Growth Company Fund – Class K
LARGE BLEND RICEX American Funds – Investment Company of America – Class R5
LARGE BLEND JRMSX USEC Stock Fund
LARGE BLEND FSMKX Spartan 500 Index  – Investor Class
Total Available Funds: 26
  • 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
WORLD STOCK RNPFX American Funds – New Perspective Fund – Class R5 91% 3 60 0 1.47% 5.72%
Foreign Large Growth FDIKX Fidelity Diversified International Fund – Class K 72% 3 60 0 0.99% 4.5%
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 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 Freedom 2015 Fund 98% 3 60 0 0.54% 3.2%
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 Fund 96% 3 60 0 0.66% 3.25%
Target Date 2036-2040 FFFFX Fidelity Freedom 2040 Fund 95% 3 60 0 0.64% 1.26%
Target Date 2021-2025 FFTWX Fidelity Freedom 2025 Fund 95% 3 60 0 0.34% 2.01%
Target Date 2031-2035 FFTHX Fidelity Freedom 2035 Fund 95% 3 60 0 0.7% 1.55%
Target Date 2050+ FFFHX Fidelity Freedom 2050 Fund 94% 3 60 0 0.75% 3.56%
Target Date 2000-2010 FFFCX Fidelity Freedom 2010 Fund 92% 3 60 0 0.49% 3.21%
Target Date 2041-2045 FFFGX Fidelity Freedom 2045 Fund 91% 3 60 0 0.75% 3.67%
Target Date 2000-2010 FFFVX Fidelity Freedom 2005 Fund 87% 3 60 0 0.42% 2.92%
Target Date 2000-2010 FFFBX Fidelity Freedom 2000 Fund 0% 3 60 0 0.44% 0%
FIXED INCOME
Intermediate-Term Bond FBIDX Fidelity US Bond Index Fund 0% 3 60 0 0.13% 2.67%
US EQUITY
SMALL BLEND PENNX Royce Pennsylvania Mutual Fund – Inv 100% 3 60 0 0.96% 0.36%
LARGE GROWTH FCNTX Fidelity Contrafund 96% 3 60 0 0.55% 4.32%
MID-CAP VALUE GSMCX Goldman Sachs – Mid Cap Value Fund Institutional Class 82% 3 60 0 1.18% 0.85%
Mid-Cap Growth MPEGX Morgan Stanley Institutional Fund Trust: Midcap Growth Portfolio – Class I 80% 3 60 0 0.74% 0%
LARGE GROWTH RGAFX American Funds – The Growth Fund of America – Class R5 75% 3 60 0 0.63% 0.75%
MID-CAP BLEND FSEMX Spartan Extended Market Index Fund – Investor Class 75% 3 60 0 0.1% 0%
LARGE BLEND DNVYX Davis NY Venture Fund – Class Y 69% 3 60 0 1.75% 8.03%
LARGE GROWTH FGCKX Fidelity Growth Company Fund – Class K 68% 3 60 0 0.79% 4.92%
LARGE BLEND RICEX American Funds – Investment Company of America – Class R5 36% 3 60 0 0.27% 5.03%
LARGE BLEND JRMSX USEC Stock Fund 0% 3 60 0 0.93% 0%
LARGE BLEND FSMKX Spartan 500 Index  – Investor Class 0% 3 60 0 NA NA
Average Expense Ratio: 0.69%
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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 2.6% 10.2% 2.0% 7.6% 6.3% 8.2%

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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:USU)
The plan consists of 26 funds. It covers 3 major asset classes and 19 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.
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