MyPlanIQ 401k Investor IDAHO POWER COMPANY EMPLOYEE SAVINGS PLAN

IDAHO POWER COMPANY EMPLOYEE SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 35
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS HLEMX Harding Loevner Emerging Mkts Portfolio
INTERNATIONAL EQUITY
Foreign Small/Mid Value DFISX Dimensional Fund Advisors DFA International Small Company Portfolio
Foreign Large Growth ARTIX Artisan International Fund
Foreign Large Value CIVIX Causeway International Value Fund Institutional
COMMODITIES
COMMODITIES BROAD BASKET PCRPX Pimco Allianz Investments Pacific Investment Management Company Commodity Real Return Strategy Fund
Others
Moderate Allocation VBINX Vanguard Balanced Index Fund
Retirement Income TRRIX T. Rowe Price Retirement Equity Income Fund
Target Date 2050+ WFQFX Wells Fargo Adv Dow Jones Target 2050
US EQUITY
SMALL BLEND NAESX Vanguard Small Cap Index Fund
MID-CAP BLEND VIMSX Vanguard Mid Capitalization Index Fund
SMALL VALUE PSVIX Allianz NFJ Small Cap Value Institutional
Total Available Funds: 35
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS HLEMX Harding Loevner Emerging Mkts Portfolio
INTERNATIONAL EQUITY
Foreign Small/Mid Value DFISX Dimensional Fund Advisors DFA International Small Company Portfolio
Foreign Large Growth ARTIX Artisan International Fund
Foreign Large Value CIVIX Causeway International Value Fund Institutional
Foreign Large Growth AIERX AIM International Growth Fund
Foreign Large Blend VGTSX Vanguard Total International Stock Index Fund
Foreign Large Value DFIPX Dimensional Fund Advisors DFA International Value Portfolio
COMMODITIES
COMMODITIES BROAD BASKET PCRPX Pimco Allianz Investments Pacific Investment Management Company Commodity Real Return Strategy Fund
Others
Moderate Allocation VBINX Vanguard Balanced Index Fund
Retirement Income TRRIX T. Rowe Price Retirement Equity Income Fund
Target Date 2050+ WFQFX Wells Fargo Adv Dow Jones Target 2050
Retirement Income WFBTX Wells Fargo Adv Dow Jones Target Today
Target Date 2041-2045 WFQPX Wells Fargo Adv Dow Jones Target 2045
Target Date 2031-2035 WFQRX Wells Fargo Adv Dow Jones Target 2035
Target Date 2036-2040 WFOSX Wells Fargo Adv Dow Jones Target 2040
Target Date 2021-2025 WFTYX Wells Fargo Adv Dow Jones Target 2025
Target Date 2026-2030 WFOOX Wells Fargo Adv Dow Jones Target 2030
Target Date 2000-2010 WFOAX Wells Fargo Adv Dow Jones Target 2010
Target Date 2016-2020 WFOBX Wells Fargo Adv Dow Jones Target 2020
Target Date 2011-2015 WFSCX Wells Fargo Adv Dow Jones Target 2015
ROOT CASH Dreyfus Treasury Prime Cash Management Fund
US EQUITY
SMALL BLEND NAESX Vanguard Small Cap Index Fund
MID-CAP BLEND VIMSX Vanguard Mid Capitalization Index Fund
SMALL VALUE PSVIX Allianz NFJ Small Cap Value Institutional
MID-CAP VALUE ARTQX Artisan Mid Cap Value Fund
LARGE BLEND VINIX Vanguard Institutional Index Fund
LARGE GROWTH HACAX Harbor Capital app Fund
LARGE VALUE PEQRX Putnam Equity Income Fund
Small Growth GTSRX AIM Small Cap Growth Fund
Mid-Cap Growth LAGRX Loomis Sayles Mid Cap Growth Fund Institutional
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Mkt Index Fund
Short-Term Bond PYSBX Payden Short Bond Fund
Intermediate-Term Bond DODIX Dodge Cox Income Fund
WORLD BOND PGBRX Putnam Global Income Tr
High Yield Bond PHDRX Putnam High Yield Tr
Total Available Funds: 35
  • 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
Emerging Market
DIVERSIFIED EMERGING MKTS HLEMX Harding Loevner Emerging Mkts Portfolio 84% 3 60 0 1.19% 0%
INTERNATIONAL EQUITY
Foreign Small/Mid Value DFISX Dimensional Fund Advisors DFA International Small Company Portfolio 100% 3 60 0 0.39% 3.03%
Foreign Large Growth ARTIX Artisan International Fund 92% 3 60 0 0.97% 1.83%
Foreign Large Value CIVIX Causeway International Value Fund Institutional 86% 3 60 0 0.88% 1.43%
Foreign Large Growth AIERX AIM International Growth Fund 50% 3 60 0 1.6% 1.46%
Foreign Large Blend VGTSX Vanguard Total International Stock Index Fund 16% 3 60 0 0.08% 3.12%
Foreign Large Value DFIPX Dimensional Fund Advisors DFA International Value Portfolio 0% 3 60 0 0.52% 0.16%
COMMODITIES
COMMODITIES BROAD BASKET PCRPX Pimco Allianz Investments Pacific Investment Management Company Commodity Real Return Strategy Fund 68% 3 60 0 1.96% 5.13%
Others
Moderate Allocation VBINX Vanguard Balanced Index Fund 93% 3 60 0 0.07% 1.83%
Retirement Income TRRIX T. Rowe Price Retirement Equity Income Fund 91% 3 60 0 0.34% 2.96%
Target Date 2050+ WFQFX Wells Fargo Adv Dow Jones Target 2050 0% 3 60 0 0.85% 1.87%
Retirement Income WFBTX Wells Fargo Adv Dow Jones Target Today 0% 3 60 0 0.86% 0%
Target Date 2041-2045 WFQPX Wells Fargo Adv Dow Jones Target 2045 0% 3 60 0 0.6% 1.98%
Target Date 2031-2035 WFQRX Wells Fargo Adv Dow Jones Target 2035 0% 3 60 0 0.49% 1.93%
Target Date 2036-2040 WFOSX Wells Fargo Adv Dow Jones Target 2040 0% 3 60 0 0.49% 1.85%
Target Date 2021-2025 WFTYX Wells Fargo Adv Dow Jones Target 2025 0% 3 60 0 0.29% 1.98%
Target Date 2026-2030 WFOOX Wells Fargo Adv Dow Jones Target 2030 0% 3 60 0 0.29% 1.91%
Target Date 2000-2010 WFOAX Wells Fargo Adv Dow Jones Target 2010 0% 3 60 0 1.35% 2.15%
Target Date 2016-2020 WFOBX Wells Fargo Adv Dow Jones Target 2020 0% 3 60 0 0.49% 2.06%
Target Date 2011-2015 WFSCX Wells Fargo Adv Dow Jones Target 2015 0% 3 60 0 0.6% 2.13%
ROOT CASH Dreyfus Treasury Prime Cash Management Fund 0% 1 60 0 NA 4.14%
US EQUITY
SMALL BLEND NAESX Vanguard Small Cap Index Fund 99% 3 60 0 0.03% 1.4%
MID-CAP BLEND VIMSX Vanguard Mid Capitalization Index Fund 97% 3 60 0 0.04% 1.35%
SMALL VALUE PSVIX Allianz NFJ Small Cap Value Institutional 93% 3 60 0 0.91% 1.89%
MID-CAP VALUE ARTQX Artisan Mid Cap Value Fund 91% 3 60 0 1.05% 17.63%
LARGE BLEND VINIX Vanguard Institutional Index Fund 78% 3 60 0 0.02% 1.36%
LARGE GROWTH HACAX Harbor Capital app Fund 75% 3 60 0 1.04% 0%
LARGE VALUE PEQRX Putnam Equity Income Fund 59% 3 60 0 1.14% 5.1%
Small Growth GTSRX AIM Small Cap Growth Fund 49% 3 60 0 0.91% 0%
Mid-Cap Growth LAGRX Loomis Sayles Mid Cap Growth Fund Institutional 0% 3 60 0 1.25% 0%
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Mkt Index Fund 100% 3 60 0 0.15% 3.15%
Short-Term Bond PYSBX Payden Short Bond Fund 92% 3 60 0 0.38% 3.77%
Intermediate-Term Bond DODIX Dodge Cox Income Fund 87% 3 60 0 0.33% 3.91%
WORLD BOND PGBRX Putnam Global Income Tr 55% 3 60 0 0.91% 1.78%
High Yield Bond PHDRX Putnam High Yield Tr 0% 3 60 0 1.25% 1.92%
Average Expense Ratio: 0.7%
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Related Retirement Plans
IDAHO POWER COMPANY EMPLOYEE SAVINGS PLAN
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 2.3% 8.0% 11.5% 10.9% 7.1% 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
The plan consists of 36 funds. It covers 5 major asset classes and 32 minor asset classes. The major asset classes it covers are Fixed Income, US Equity, Foreign Equity, Commodity and Emerging Market Equity.
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