MyPlanIQ TECO ENERGY GROUP RETIREMENT SAVINGS PLAN

TECO ENERGY GROUP RETIREMENT SAVINGS PLAN

This Plan is unrated.
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
WORLD STOCK DODWX Dodge & Cox Funds: Dodge & Cox Global Stock Fund
Foreign Large Blend VGTSX Vanguard STAR Funds: Vanguard Total International Stock Index Fund; Investor Shares
Others
Retirement Income VTINX Vanguard Chester Funds: Vanguard Target Retirement Income Fund; Investor Class Shares
Target Date 2046-2050 VFIFX Vanguard Chester Funds: Vanguard Target Retirement 2050 Fund; Investor Class Shares
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares
US EQUITY
LARGE VALUE DODGX Dodge & Cox Funds: Dodge & Cox Stock Fund
Mid-Cap Growth ARTMX Artisan Partners Funds
LARGE BLEND VINIX Vanguard Institutional Index Fund: Vanguard Institutional Index Fund; Institutional Shares
Total Available Funds: 15
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend DODFX Dodge & Cox Funds: Dodge & Cox International Stock Fund
WORLD STOCK DODWX Dodge & Cox Funds: Dodge & Cox Global Stock Fund
Foreign Large Blend VGTSX Vanguard STAR Funds: Vanguard Total International Stock Index Fund; Investor Shares
Others
Retirement Income VTINX Vanguard Chester Funds: Vanguard Target Retirement Income Fund; Investor Class Shares
Target Date 2046-2050 VFIFX Vanguard Chester Funds: Vanguard Target Retirement 2050 Fund; Investor Class Shares
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares
US EQUITY
LARGE VALUE DODGX Dodge & Cox Funds: Dodge & Cox Stock Fund
Mid-Cap Growth ARTMX Artisan Partners Funds
LARGE BLEND VINIX Vanguard Institutional Index Fund: Vanguard Institutional Index Fund; Institutional Shares
SMALL VALUE DFSVX DFA Investment Dimensions Group Inc: US Small Cap Value Portfolio; Institutional Class Shares
Small Growth BISCX UBS Funds: UBS US Small Cap Growth Fund; Class Y Shares
SMALL BLEND LRSCX Lord Abbett Research Fund
LARGE GROWTH AGTHX Growth Fund of America
Small Growth BNSCX UBS Funds: UBS US Small Cap Growth Fund; Class A Shares
MID-CAP VALUE LVMAX Lord Abbett Equity Trust: Lord Abbett Calibrated Mid Cap Value Fund; Class A Shares
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% 2.33%
WORLD STOCK DODWX Dodge & Cox Funds: Dodge & Cox Global Stock Fund 77% 3 60 0 0.62% 6.53%
Foreign Large Blend VGTSX Vanguard STAR Funds: Vanguard Total International Stock Index Fund; Investor Shares 16% 3 60 0 0.08% 3.12%
Others
Retirement Income VTINX Vanguard Chester Funds: Vanguard Target Retirement Income Fund; Investor Class Shares 97% 3 60 0 0.08% 2.93%
Target Date 2046-2050 VFIFX Vanguard Chester Funds: Vanguard Target Retirement 2050 Fund; Investor Class Shares 75% 3 60 0 0.08% 2.02%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares 97% 3 60 0 0.83% 3.98%
US EQUITY
LARGE VALUE DODGX Dodge & Cox Funds: Dodge & Cox Stock Fund 93% 3 60 0 0.52% 4.95%
Mid-Cap Growth ARTMX Artisan Partners Funds 88% 3 60 0 0.96% 0%
LARGE BLEND VINIX Vanguard Institutional Index Fund: Vanguard Institutional Index Fund; Institutional Shares 78% 3 60 0 0.02% 1.36%
SMALL VALUE DFSVX DFA Investment Dimensions Group Inc: US Small Cap Value Portfolio; Institutional Class Shares 75% 3 60 0 0.52% 3.75%
Small Growth BISCX UBS Funds: UBS US Small Cap Growth Fund; Class Y Shares 75% 3 60 0 0.99% 4.54%
SMALL BLEND LRSCX Lord Abbett Research Fund 48% 3 60 0 1.48% 3.22%
LARGE GROWTH AGTHX Growth Fund of America 41% 3 60 0 0.3% 0%
Small Growth BNSCX UBS Funds: UBS US Small Cap Growth Fund; Class A Shares 29% 3 60 0 0.99% 5.51%
MID-CAP VALUE LVMAX Lord Abbett Equity Trust: Lord Abbett Calibrated Mid Cap Value Fund; Class A Shares 0% 3 60 0 0.85% 8.11%
Average Expense Ratio: 0.59%
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Related Retirement Plans
TECO ENERGY GROUP 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*
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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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