MyPlanIQ 401k Investor MIDAMERICAN ENERGY COMPANY RETIREMENT SAVINGS PLAN

MIDAMERICAN ENERGY COMPANY RETIREMENT SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 13
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend EFA SSGA International EAFE Index
Foreign Large Value DODFX Dodge & Cox International Stock
Others
Moderate Allocation OAKBX Oakmark Equity & Income
US EQUITY
LARGE GROWTH IWF SSGA Russell 1000 Large Cap Growth Index
LARGE VALUE IWD SSGA Russell 1000 Large Cap Value Index
LARGE GROWTH MCGIX Aston/Montag & Caldwell Growth
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return
SHORT GOVERNMENT STABLEVALUE MidAmerican Stable Value Fund
Intermediate-Term Bond SSBMX SSGA Passive Bond Market
Total Available Funds: 13
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend EFA SSGA International EAFE Index
Foreign Large Value DODFX Dodge & Cox International Stock
Others
Moderate Allocation OAKBX Oakmark Equity & Income
US EQUITY
LARGE GROWTH IWF SSGA Russell 1000 Large Cap Growth Index
LARGE VALUE IWD SSGA Russell 1000 Large Cap Value Index
LARGE GROWTH MCGIX Aston/Montag & Caldwell Growth
LARGE BLEND VTSMX Bank of America Equity Index Trust
Small Growth MSSGX Morgan Stanley Inst Small Growth
LARGE VALUE JCVIX John Hancock Classic Value
SMALL BLEND SVSCX SSGA Russell 2000 Small Cap Index
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return
SHORT GOVERNMENT STABLEVALUE MidAmerican Stable Value Fund
Intermediate-Term Bond SSBMX SSGA Passive Bond Market
Total Available Funds: 13
  • 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 EFA SSGA International EAFE Index 100% 3 60 0 0.33% 3.19%
Foreign Large Value DODFX Dodge & Cox International Stock 99% 3 60 0 0.52% 2.36%
Others
Moderate Allocation OAKBX Oakmark Equity & Income 91% 3 60 0 0.83% 3%
US EQUITY
LARGE GROWTH IWF SSGA Russell 1000 Large Cap Growth Index 99% 3 60 0 0.19% 0.73%
LARGE VALUE IWD SSGA Russell 1000 Large Cap Value Index 98% 3 60 0 0.19% 2.2%
LARGE GROWTH MCGIX Aston/Montag & Caldwell Growth 94% 3 60 0 0.73% 4.06%
LARGE BLEND VTSMX Bank of America Equity Index Trust 94% 3 60 0 0.03% 1.51%
Small Growth MSSGX Morgan Stanley Inst Small Growth 70% 3 60 0 2.1% 0%
LARGE VALUE JCVIX John Hancock Classic Value 69% 3 60 0 0.88% 6.83%
SMALL BLEND SVSCX SSGA Russell 2000 Small Cap Index 0% 3 60 0 1.1% 1.31%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return 97% 3 60 0 0.83% 4.18%
SHORT GOVERNMENT STABLEVALUE MidAmerican Stable Value Fund 16% 1 60 0 NA 29.6%
Intermediate-Term Bond SSBMX SSGA Passive Bond Market 0% 3 60 0 0.51% 1.22%
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 11.7% 25.6% 10.2% 13.3% 8.7% 9.4%

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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:BRK-B)
The plan consists of 13 funds. It covers 3 major asset classes and 10 minor asset classes. The major asset classes it covers are Fixed Income, US Equity and Foreign Equity.

MidAmerican Energy Company is a domestic operation of MidAmerican Energy Holdings Company, a company of Berkshire Hathaway Inc. (BRK.A).



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