MyPlanIQ CALPINE CORPORATION RETIREMENT SAVINGS PLAN

CALPINE CORPORATION RETIREMENT SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 16
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend JETIX Artio Global Investment Funds: Artio International Equity Fund II; Class I Shares
Foreign Large Blend FSIIX Fidelity Concord Street Trust: Spartan International Index Fund; Investor Class Shares
Foreign Large Blend JETAX Artio Global Investment Funds: Artio International Equity Fund II; Class A Shares
Others
Moderate Allocation FBALX Fidelity Puritan Trust: Fidelity Balanced Fund
Moderate Allocation FBAKX Fidelity Puritan Trust: Fidelity Balanced Fund; Class K Shares
Target Date 2000-2010 FFKBX Fidelity Aberdeen Street Trust: Fidelity Freedom K 2000 Fund
FIXED INCOME
Intermediate-Term Bond MWTRX Metropolitan West Funds: Total Return Bond Fund; Class M Shares
US EQUITY
Mid-Cap Growth MGOYX Munder Series Trust: Munder Mid-Cap Core Growth Fund; Class Y Shares
LARGE GROWTH RGAFX Growth Fund of America
SMALL VALUE VSCVX Munder Series Trust: Munder Veracity Small-Cap Value Fund; Class A Shares
Total Available Funds: 16
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend JETIX Artio Global Investment Funds: Artio International Equity Fund II; Class I Shares
Foreign Large Blend FSIIX Fidelity Concord Street Trust: Spartan International Index Fund; Investor Class Shares
Foreign Large Blend JETAX Artio Global Investment Funds: Artio International Equity Fund II; Class A Shares
Others
Moderate Allocation FBALX Fidelity Puritan Trust: Fidelity Balanced Fund
Moderate Allocation FBAKX Fidelity Puritan Trust: Fidelity Balanced Fund; Class K Shares
Target Date 2000-2010 FFKBX Fidelity Aberdeen Street Trust: Fidelity Freedom K 2000 Fund
Retirement Income FFKAX Fidelity Aberdeen Street Trust: Fidelity Freedom K Income Fund
Target Date 2000-2010 FFKCX Fidelity Aberdeen Street Trust: Fidelity Freedom K 2010 Fund
FIXED INCOME
Intermediate-Term Bond MWTRX Metropolitan West Funds: Total Return Bond Fund; Class M Shares
US EQUITY
Mid-Cap Growth MGOYX Munder Series Trust: Munder Mid-Cap Core Growth Fund; Class Y Shares
LARGE GROWTH RGAFX Growth Fund of America
SMALL VALUE VSCVX Munder Series Trust: Munder Veracity Small-Cap Value Fund; Class A Shares
LARGE GROWTH RGAEX Growth Fund of America
Small Growth BCSSX Brown Capital Management Mutual Funds: Brown Capital Management Small Company Fund; Institutional Share
LARGE BLEND FXSIX Fidelity Concord Street Trust: Spartan 500 Index Fund; Institutional Class Shares
LARGE VALUE MSYSX Managers AMG Funds: Systematic Value Fund; Institutional Class Shares
Total Available Funds: 16
  • 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 JETIX Artio Global Investment Funds: Artio International Equity Fund II; Class I Shares 93% 3 60 0 0.9% 4.99%
Foreign Large Blend FSIIX Fidelity Concord Street Trust: Spartan International Index Fund; Investor Class Shares 86% 3 60 0 0.17% 0%
Foreign Large Blend JETAX Artio Global Investment Funds: Artio International Equity Fund II; Class A Shares 51% 3 60 0 0.9% 4.68%
Others
Moderate Allocation FBALX Fidelity Puritan Trust: Fidelity Balanced Fund 80% 3 60 0 0.5% 1.59%
Moderate Allocation FBAKX Fidelity Puritan Trust: Fidelity Balanced Fund; Class K Shares 69% 3 60 0 0.5% 1.66%
Target Date 2000-2010 FFKBX Fidelity Aberdeen Street Trust: Fidelity Freedom K 2000 Fund 0% 3 60 0 0.39% 2.83%
Retirement Income FFKAX Fidelity Aberdeen Street Trust: Fidelity Freedom K Income Fund 0% 3 60 0 0.39% 1.34%
Target Date 2000-2010 FFKCX Fidelity Aberdeen Street Trust: Fidelity Freedom K 2010 Fund 0% 3 60 0 0.5% 2.15%
FIXED INCOME
Intermediate-Term Bond MWTRX Metropolitan West Funds: Total Return Bond Fund; Class M Shares 88% 3 60 0 0.52% 4.08%
US EQUITY
Mid-Cap Growth MGOYX Munder Series Trust: Munder Mid-Cap Core Growth Fund; Class Y Shares 82% 3 60 0 1.57% 4.61%
LARGE GROWTH RGAFX Growth Fund of America 75% 3 60 0 0.63% 0.75%
SMALL VALUE VSCVX Munder Series Trust: Munder Veracity Small-Cap Value Fund; Class A Shares 47% 3 60 0 1.75% 9.72%
LARGE GROWTH RGAEX Growth Fund of America 39% 3 60 0 0.3% 0%
Small Growth BCSSX Brown Capital Management Mutual Funds: Brown Capital Management Small Company Fund; Institutional Share 6% 3 60 0 1.25% 9.25%
LARGE BLEND FXSIX Fidelity Concord Street Trust: Spartan 500 Index Fund; Institutional Class Shares 0% 3 60 0 0.04% 0%
LARGE VALUE MSYSX Managers AMG Funds: Systematic Value Fund; Institutional Class Shares 0% 3 60 0 0.82% 0%
Average Expense Ratio: 0.7%
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Related Retirement Plans
CALPINE CORPORATION RETIREMENT SAVINGS PLAN
Model Portfolios

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
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