MyPlanIQ WOLF CREEK NUCLEAR OPERATING CORPORATION EMPLOYEE SAVINGS PLAN

WOLF CREEK NUCLEAR OPERATING CORPORATION EMPLOYEE SAVINGS PLAN Investment Model Portfolios

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WOLF CREEK NUCLEAR OPERATING CORPORATION EMPLOYEE SAVINGS PLAN
Investment Options
Total Available Funds: 15
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend DODFX Dodge & Cox Funds: Dodge & Cox International Stock Fund
Foreign Large Blend FSIIX Fidelity Concord Street Trust: Spartan International Index Fund; Investor Class Shares
Foreign Small/Mid Blend PTSCX Forward Funds: Forward International Small Companies Fund; Institutional Class
Others
Target Date 2011-2015 FFVFX Fidelity Aberdeen Street Trust: Fidelity Freedom 2015 Fund
Target Date 2026-2030 FFFEX Fidelity Aberdeen Street Trust: Fidelity Freedom 2030 Fund
Target Date 2036-2040 FFFFX Fidelity Aberdeen Street Trust: Fidelity Freedom 2040 Fund
US EQUITY
LARGE VALUE FEQIX Fidelity Devonshire Trust: Fidelity Equity-Income Fund
LARGE GROWTH FDGRX Fidelity Mt Vernon Street Trust: Fidelity Growth Company Fund
SMALL VALUE NOSGX Northern Funds: Small Cap Value Fund
Total Available Funds: 15
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend DODFX Dodge & Cox Funds: Dodge & Cox International Stock Fund
Foreign Large Blend FSIIX Fidelity Concord Street Trust: Spartan International Index Fund; Investor Class Shares
Foreign Small/Mid Blend PTSCX Forward Funds: Forward International Small Companies Fund; Institutional Class
Others
Target Date 2011-2015 FFVFX Fidelity Aberdeen Street Trust: Fidelity Freedom 2015 Fund
Target Date 2026-2030 FFFEX Fidelity Aberdeen Street Trust: Fidelity Freedom 2030 Fund
Target Date 2036-2040 FFFFX Fidelity Aberdeen Street Trust: Fidelity Freedom 2040 Fund
Target Date 2021-2025 FFTWX Fidelity Aberdeen Street Trust: Fidelity Freedom 2025 Fund
Target Date 2046-2050 FFFHX Fidelity Aberdeen Street Trust: Fidelity Freedom 2050 Fund
US EQUITY
LARGE VALUE FEQIX Fidelity Devonshire Trust: Fidelity Equity-Income Fund
LARGE GROWTH FDGRX Fidelity Mt Vernon Street Trust: Fidelity Growth Company Fund
SMALL VALUE NOSGX Northern Funds: Small Cap Value Fund
LARGE BLEND FUSEX Fidelity Concord Street Trust: Spartan 500 Index Fund; Investor Class Shares
LARGE GROWTH FMAGX Fidelity Magellan Fund
Mid-Cap Growth LACAX Columbia Acorn Trust: Columbia Acorn Fund; Class A Shares
Small Growth IHSAX Hartford Mutual Funds
Total Available Funds: 15
  • 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 DODFX Dodge & Cox Funds: Dodge & Cox International Stock Fund 99% 3 60 0 0.52% 2.22%
Foreign Large Blend FSIIX Fidelity Concord Street Trust: Spartan International Index Fund; Investor Class Shares 86% 3 60 0 0.17% 2.96%
Foreign Small/Mid Blend PTSCX Forward Funds: Forward International Small Companies Fund; Institutional Class 0% 3 60 0 1.2% 7.09%
Others
Target Date 2011-2015 FFVFX Fidelity Aberdeen Street Trust: Fidelity Freedom 2015 Fund 98% 3 60 0 0.54% 0.37%
Target Date 2026-2030 FFFEX Fidelity Aberdeen Street Trust: Fidelity Freedom 2030 Fund 95% 3 60 0 0.66% 0.16%
Target Date 2036-2040 FFFFX Fidelity Aberdeen Street Trust: Fidelity Freedom 2040 Fund 95% 3 60 0 0.64% 2.34%
Target Date 2021-2025 FFTWX Fidelity Aberdeen Street Trust: Fidelity Freedom 2025 Fund 95% 3 60 0 0.34% 0.19%
Target Date 2046-2050 FFFHX Fidelity Aberdeen Street Trust: Fidelity Freedom 2050 Fund 94% 3 60 0 0.75% 0%
US EQUITY
LARGE VALUE FEQIX Fidelity Devonshire Trust: Fidelity Equity-Income Fund 98% 3 60 0 0.57% 0.87%
LARGE GROWTH FDGRX Fidelity Mt Vernon Street Trust: Fidelity Growth Company Fund 90% 3 60 0 0.79% 0%
SMALL VALUE NOSGX Northern Funds: Small Cap Value Fund 88% 3 60 0 1% 0.93%
LARGE BLEND FUSEX Fidelity Concord Street Trust: Spartan 500 Index Fund; Investor Class Shares 79% 3 60 0 0.09% 1.13%
LARGE GROWTH FMAGX Fidelity Magellan Fund 75% 3 60 0 0.52% 0.25%
Mid-Cap Growth LACAX Columbia Acorn Trust: Columbia Acorn Fund; Class A Shares 45% 3 60 0 1.83% 0%
Small Growth IHSAX Hartford Mutual Funds 33% 3 60 0 0.99% 0%
Average Expense Ratio: 0.71%
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Model Portfolios

Strategic Asset Allocation - Optimal: Click here to see this strategy description
Optimal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
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Tactical Asset Allocation: Click here to see this strategy description
Dynamic Asset Switching YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click to Create Model Portfolio

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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
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