MyPlanIQ 401k Investor VECTREN CORPORATION RETIREMENT SAVINGS PLAN

VECTREN CORPORATION RETIREMENT SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 24
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE TRREX T. Rowe Price,Real Estate Fund
INTERNATIONAL EQUITY
Foreign Large Value DODFX Dodge & Cox,International Stock Fund
Foreign Large Growth BIGIX William Blair,International Growth Fund
Others
Target Date 2000-2010 TRRFX T. Rowe Price,Retirement 2005 Fund
Target Date 2011-2015 TRRGX T. Rowe Price,Retirement 2015 Fund
Target Date 2016-2020 TRRBX T. Rowe Price,Retirement 2020 Fund
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO,Total Return Fund
Inflation-Protected Bond VAIPX Vanguard,Inflation-Protected Securities Adm
US EQUITY
LARGE VALUE PRFDX T. Rowe Price,Equity Income Fund
SMALL BLEND STSVX Dreyfus/The Boston Co.Small Cap Value Fund
LARGE BLEND PREIX T. Rowe Price,Equity Index Trust Fund
Total Available Funds: 24
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE TRREX T. Rowe Price,Real Estate Fund
INTERNATIONAL EQUITY
Foreign Large Value DODFX Dodge & Cox,International Stock Fund
Foreign Large Growth BIGIX William Blair,International Growth Fund
Others
Target Date 2000-2010 TRRFX T. Rowe Price,Retirement 2005 Fund
Target Date 2011-2015 TRRGX T. Rowe Price,Retirement 2015 Fund
Target Date 2016-2020 TRRBX T. Rowe Price,Retirement 2020 Fund
Target Date 2031-2035 TRRJX T. Rowe Price,Retirement 2035 Fund
Target Date 2021-2025 TRRHX T. Rowe Price,Retirement 2025 Fund
Target Date 2041-2045 TRRKX T. Rowe Price,Retirement 2045 Fund
Target Date 2050+ TRRNX T. Rowe Price,Retirement 2055 Fund
Retirement Income TRRIX T. Rowe Price,Retirement Income Fund
Moderate Allocation RPBAX T. Rowe Price,Balanced Fund
Target Date 2050+ TRRMX T. Rowe Price,Retirement 2050 Fund
Target Date 2000-2010 RRTAX T. Rowe Price,Retirement 2010 Fund
Target Date 2036-2040 RRTDX T. Rowe Price,Retirement 2040 Fund
Utilities GASFX FBR,Gas Utility Index Fund
Target Date 2026-2030 RRTCX T. Rowe Price,Retirement 2030 Fund
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO,Total Return Fund
Inflation-Protected Bond VAIPX Vanguard,Inflation-Protected Securities Adm
US EQUITY
LARGE VALUE PRFDX T. Rowe Price,Equity Income Fund
SMALL BLEND STSVX Dreyfus/The Boston Co.Small Cap Value Fund
LARGE BLEND PREIX T. Rowe Price,Equity Index Trust Fund
LARGE GROWTH RRGSX T. Rowe Price,Growth Fund
Mid-Cap Growth RAISX Rainer,Small-Mid Cap Fund
Total Available Funds: 24
  • 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 TRREX T. Rowe Price,Real Estate Fund 67% 3 60 0 1.09% 11.77%
INTERNATIONAL EQUITY
Foreign Large Value DODFX Dodge & Cox,International Stock Fund 99% 3 60 0 0.52% 2.33%
Foreign Large Growth BIGIX William Blair,International Growth Fund 79% 3 60 0 0.99% 3.6%
Others
Target Date 2000-2010 TRRFX T. Rowe Price,Retirement 2005 Fund 100% 3 60 0 0.34% 2.74%
Target Date 2011-2015 TRRGX T. Rowe Price,Retirement 2015 Fund 100% 3 60 0 0.76% 11.16%
Target Date 2016-2020 TRRBX T. Rowe Price,Retirement 2020 Fund 100% 3 60 0 0.78% 11.87%
Target Date 2031-2035 TRRJX T. Rowe Price,Retirement 2035 Fund 97% 3 60 0 0.84% 8.3%
Target Date 2021-2025 TRRHX T. Rowe Price,Retirement 2025 Fund 96% 3 60 0 1.05% 11.24%
Target Date 2041-2045 TRRKX T. Rowe Price,Retirement 2045 Fund 96% 3 60 0 1.12% 6.6%
Target Date 2050+ TRRNX T. Rowe Price,Retirement 2055 Fund 93% 3 60 0 1.14% 5.91%
Retirement Income TRRIX T. Rowe Price,Retirement Income Fund 91% 3 60 0 0.34% 2.96%
Moderate Allocation RPBAX T. Rowe Price,Balanced Fund 86% 3 60 0 0.47% 1.96%
Target Date 2050+ TRRMX T. Rowe Price,Retirement 2050 Fund 78% 3 60 0 0.63% 6.57%
Target Date 2000-2010 RRTAX T. Rowe Price,Retirement 2010 Fund 67% 3 60 0 0.99% 10.25%
Target Date 2036-2040 RRTDX T. Rowe Price,Retirement 2040 Fund 65% 3 60 0 0.6% 7.3%
Utilities GASFX FBR,Gas Utility Index Fund 63% 3 60 0 1% 6.36%
Target Date 2026-2030 RRTCX T. Rowe Price,Retirement 2030 Fund 63% 3 60 0 1.08% 10.31%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO,Total Return Fund 97% 3 60 0 0.83% 3.98%
Inflation-Protected Bond VAIPX Vanguard,Inflation-Protected Securities Adm 91% 3 60 0 0.07% 4.34%
US EQUITY
LARGE VALUE PRFDX T. Rowe Price,Equity Income Fund 97% 3 60 0 1.23% 1.94%
SMALL BLEND STSVX Dreyfus/The Boston Co.Small Cap Value Fund 82% 3 60 0 1.03% 8.67%
LARGE BLEND PREIX T. Rowe Price,Equity Index Trust Fund 74% 3 60 0 0.3% 1.34%
LARGE GROWTH RRGSX T. Rowe Price,Growth Fund 35% 3 60 0 1.2% 3.69%
Mid-Cap Growth RAISX Rainer,Small-Mid Cap Fund 0% 3 60 0 1.01% 11.98%
Average Expense Ratio: 0.81%
Sign up to get fund ranking change alerts

* If you find the above investment options have changed, please email us the latest change or directly Modify Investment Options after you login
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 -0.1% 7.5% 3.4% 7.1% 5.3% 8.5%

Sign up or Login first to get rebalance emails for this portfolio

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

Sign up or Login and subscribe to get rebalance emails for this portfolio
*     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:VVC)
The plan consists of 25 funds. It covers 4 major asset classes and 23 minor asset classes. The major asset classes it covers are US Equity, REITs, Fixed Income and Foreign Equity.


Register for FREE No Credit Card Required
Or Start FREE 30-day trial now >>
MyPlanIQ Newsletters
Get Started
Search

Members enjoy Free features

  • Customize and follow a diversified strategic allocation portfolio for your 401k, IRA and brokerage investments within minutes
  • Receive monthly or quarterly re-balance emails
  • Enter funds and percentages in your portfolio, see its historical performance and receive ongoing rebalance emails
  • Real time fund ranking and selection for your plans
  • Quality retirement investing newsletter emails
  • Fund ranking and selection for your plans

Tens of thousands of users have signed up!

Join Now (Free)
No Credit Card Required

User names can only consist of alphabetic and
numeric characters.(eg: 0-9a-zA-Z)
I agree to the Terms of use

Login With Facebook:

Get Started Now. It's Free!

Get portfolio suggestions for your
401k plan or brokerage accounts

Powered by MyPlanIQ
You have created an account on MyPlanIQ.com by using this email "", please login MyPlanIQ account or reset your password.