MyPlanIQ 401k Investor Employees Thrift Plan of Indianapolis Power

Employees Thrift Plan of Indianapolis Power

This Plan is unrated.
Investment Options
Total Available Funds: 18
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE PHRIX Virtus Real Estate Securities Mutual Fund
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Europacific Growth Mutual Fund
Others
Moderate Allocation RLBFX American Balanced Mutual Fund
Technology SCMIX Seligman Commun & Info Mutual Fund
Equity Energy SGLSX Blackrock GL Res Inst Mutual Fund*
FIXED INCOME
Intermediate-Term Bond LTRYX Lord Abbett Total Return Mutual Fund
Intermediate Government OGGAX JP Morgan Government Mutual Fund
High Yield Bond MAHIX Blackrock Hl Sc Opp Inst Mutual Fund*
US EQUITY
Small Growth BUFSX Buffalo Small Cap Mutual Fund
SMALL BLEND LRSYX Lord Abbett Small Cap Value Mutual Fund
LARGE VALUE ACGMX Van Kampen Growth & Income Mutual Fund
Total Available Funds: 18
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE PHRIX Virtus Real Estate Securities Mutual Fund
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Europacific Growth Mutual Fund
Others
Moderate Allocation RLBFX American Balanced Mutual Fund
Technology SCMIX Seligman Commun & Info Mutual Fund
Equity Energy SGLSX Blackrock GL Res Inst Mutual Fund*
EQUITY PRECIOUS METALS OPGSX Oppenheimer Gold & Special Minerals Mutual Fund
Utilities MAGUX Blackrock Util Teleco Mutual Fund*
FIXED INCOME
Intermediate-Term Bond LTRYX Lord Abbett Total Return Mutual Fund
Intermediate Government OGGAX JP Morgan Government Mutual Fund
High Yield Bond MAHIX Blackrock Hl Sc Opp Inst Mutual Fund*
US EQUITY
Small Growth BUFSX Buffalo Small Cap Mutual Fund
SMALL BLEND LRSYX Lord Abbett Small Cap Value Mutual Fund
LARGE VALUE ACGMX Van Kampen Growth & Income Mutual Fund
LARGE GROWTH RGAFX American Growth Fund of America Mutual Fund
Mid-Cap Growth AGIRX Alger Midcap Growth Institutional Portfolio Mutual Fund
MID-CAP BLEND URVEX Columbia Mid Cap Value Mutual Fund*
LARGE GROWTH VIDSX Victory Diversified Stock Fund
LARGE BLEND PNIEX Merrill Lynch Equity Index Trust-Common/Collective Trust*
Total Available Funds: 18
  • 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 PHRIX Virtus Real Estate Securities Mutual Fund 58% 3 60 0 2.05% 10.83%
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Europacific Growth Mutual Fund 94% 3 60 0 0.84% 1.86%
Others
Moderate Allocation RLBFX American Balanced Mutual Fund 79% 3 60 0 0.31% 2.64%
Technology SCMIX Seligman Commun & Info Mutual Fund 63% 3 60 0 1.43% 4.55%
Equity Energy SGLSX Blackrock GL Res Inst Mutual Fund* 61% 3 60 0 1.07% 1.38%
EQUITY PRECIOUS METALS OPGSX Oppenheimer Gold & Special Minerals Mutual Fund 29% 3 60 0 1.31% 0%
Utilities MAGUX Blackrock Util Teleco Mutual Fund* 0% 3 60 0 NA 0%
FIXED INCOME
Intermediate-Term Bond LTRYX Lord Abbett Total Return Mutual Fund 87% 3 60 0 0.55% 4.87%
Intermediate Government OGGAX JP Morgan Government Mutual Fund 41% 3 60 0 0.48% 2.29%
High Yield Bond MAHIX Blackrock Hl Sc Opp Inst Mutual Fund* 0% 3 60 0 NA 100%
US EQUITY
Small Growth BUFSX Buffalo Small Cap Mutual Fund 92% 3 60 0 1.01% 0%
SMALL BLEND LRSYX Lord Abbett Small Cap Value Mutual Fund 92% 3 60 0 1.43% 0.26%
LARGE VALUE ACGMX Van Kampen Growth & Income Mutual Fund 81% 3 60 0 0.79% 1.73%
LARGE GROWTH RGAFX American Growth Fund of America Mutual Fund 75% 3 60 0 0.63% 0.75%
Mid-Cap Growth AGIRX Alger Midcap Growth Institutional Portfolio Mutual Fund 46% 3 60 0 1.88% 0%
MID-CAP BLEND URVEX Columbia Mid Cap Value Mutual Fund* 0% 3 60 0 NA NA
LARGE GROWTH VIDSX Victory Diversified Stock Fund 0% 3 60 0 0.61% 42.6%
LARGE BLEND PNIEX Merrill Lynch Equity Index Trust-Common/Collective Trust* 0% 3 60 0 0.18% 0%
Average Expense Ratio: 0.97%
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* 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 1.9% 12.3% 1.7% 6.1% 4.8% 7.0%

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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 21 funds. It covers 4 major asset classes and 17 minor asset classes. The major asset classes it covers are US Equity, Fixed Income, REITs and Foreign Equity.
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