MyPlanIQ 401k Investor Edison 401(k) Savings Plan

Edison 401(k) Savings Plan

This Plan is unrated.
Investment Options
Total Available Funds: 42
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS DFEMX Dimensional Fund Advisors Collective Investment in Dimensional Emerging Markets Fund
REAL ESTATE
Global Real Estate CSSPX C&S Realty Collective Investment in C&S Institutional Realty Share Value Fund
INTERNATIONAL EQUITY
WORLD STOCK ANWPX Capital Research & Management Collective Investment in American Funds - New Perspective A
Foreign Large Blend RERFX Capital Research & Management Collective Investment in The American Funds Group Europacific Growth Fund
FOREIGN SMALL/MID GROWTH LAIAX Columbia Acorn Int
Others
Moderate Allocation RLBFX Capital Research & Management Collective Investment in American Balance Fund
Financial PRISX T. Rowe Price Collective Investment in Financial Services Value Fund
Technology RAGTX Allianz/PIMCO Advisors Collective Investment in RCM Global Technology Fund A
US EQUITY
MID-CAP VALUE TRMCX T. Rowe Price Collective Investment in Mid Cap Value Fund
Small Growth WBSIX William Blair & Co Collective Investment in Small Cap Growth Fund
SMALL BLEND OTCFX T. Rowe Price Collective Investment in Small Cap Stock Fund
Total Available Funds: 42
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS DFEMX Dimensional Fund Advisors Collective Investment in Dimensional Emerging Markets Fund
REAL ESTATE
Global Real Estate CSSPX C&S Realty Collective Investment in C&S Institutional Realty Share Value Fund
INTERNATIONAL EQUITY
WORLD STOCK ANWPX Capital Research & Management Collective Investment in American Funds - New Perspective A
Foreign Large Blend RERFX Capital Research & Management Collective Investment in The American Funds Group Europacific Growth Fund
FOREIGN SMALL/MID GROWTH LAIAX Columbia Acorn Int
Foreign Large Value MSIQX Morgan Stanley Investment Mgmt.Collective Investment in Institutional International Equity Fund
Foreign Large Growth WIEIX William Blair & Co. Collective Investment in International Equity Fund CL 1
Others
Moderate Allocation RLBFX Capital Research & Management Collective Investment in American Balance Fund
Financial PRISX T. Rowe Price Collective Investment in Financial Services Value Fund
Technology RAGTX Allianz/PIMCO Advisors Collective Investment in RCM Global Technology Fund A
World Allocation MFWIX MFS Investment Management Collective Investment in Institutional TR International Equity Funds
ROOT FKUTX Franklin Advisors Collective Investment in Franklin Utilities A
Health PRHSX T. Rowe Price Collective Investment in T. Rowe Price Health and Science Fund
World Allocation BPGLX UBS Global Asset Management Collective Investment in Global Allocation Y
Moderate Allocation RBLAX Frank Russell Trust Company Balanced Fund - Collective Investment in Frank Russell Balanced Fund
Conservative Allocation RCLAX Frank Russell Trust Company Conservative Growth Portfolio - Collective Investment in Frank Russell Conservative Balanced Fund
ROOT CASH Money market substitute
EQUITY WM Capital Research & Management Collective Investment in Washington Mutual Investors Fund
ROOT CASH State Street Bank & Trust Co. Money Market Fund - Collective Investment in the State Street Bank Short-Term Income Fund
US EQUITY
MID-CAP VALUE TRMCX T. Rowe Price Collective Investment in Mid Cap Value Fund
Small Growth WBSIX William Blair & Co Collective Investment in Small Cap Growth Fund
SMALL BLEND OTCFX T. Rowe Price Collective Investment in Small Cap Stock Fund
LARGE GROWTH HACAX Harbor Capital Advisors Collective Investment in Capital Appreciation Fund
LARGE BLEND DGAGX Dreyfus Management Collective Investment in Appreciation Fund
Mid-Cap Growth RPMGX T. Rowe Price Collective Investment in Mid-Cap Growth
LARGE BLEND REAAX Frank Russell Trust Company Aggressive Growth Portfolio - Collective Investment in Frank Russell Aggressive Balanced Fund
MID-CAP VALUE VMVIX Vanguard Group Collective Investment in Mid Cap Index Fund
LARGE GROWTH TRBCX T. Rowe Price Blue Chip Fund
LARGE VALUE KDHSX DWS Scudder Investments Collective Investment in Scudder -Dreman High Return Equity A Fund
MID-CAP VALUE ARTQX Artisan Funds Collective Investment in Mid Cap Fund A
LARGE GROWTH PICAX Allianz/PIMCO Advisors Collective Investment in Capital Appreciation Admin Fund
SMALL BLEND SCOSX Oppenheimer Funds Collective Investment in Oppenheimer Main Street Small Cap Y Fund
Small Growth TSCEX Turner Investment Partners Collective Investment in Turner Small Cap Growth Fund
SMALL VALUE ARTVX Artisan Funds Collective Investment in Small Cap Value Fund
SMALL BLEND REBSX Frank Russell Trust Company US Small Company - Collective Investment in Frank Russell US Small Company Equity II Fund
LARGE BLEND REASX Frank Russell Trust Company US Large Company - Collective Investment in Frank Russell US Large Company Equity I Fund
FIXED INCOME
Inflation-Protected Bond VIPIX Vanguard Group Collective Investment in Vanguard/Inflation Protected Securities Fund
Intermediate-Term Bond PTRAX Allianz/PIMCO Advisors Collective Investment in Total Return Fund Admin Shares
Short-Term Bond PLDAX Allianz/PIMCO Advisors Collective Investment in Low Duration Admin Fund
LONG GOVERNMENT PLGBX Allianz/PIMCO Advisors Collective Investment in Long Term US Government Bonds
High Yield Bond SAHYX Salomon Brothers Collective Investment in Salomon High Yield Value Bond
Intermediate-Term Bond RFCSX Frank Russell Trust Company Bond Fund - Collective Investment in Frank Russell Intermediate-Term Bond Fund
Total Available Funds: 42
  • 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
Emerging Market
DIVERSIFIED EMERGING MKTS DFEMX Dimensional Fund Advisors Collective Investment in Dimensional Emerging Markets Fund 81% 3 60 0 0.61% 3.43%
REAL ESTATE
Global Real Estate CSSPX C&S Realty Collective Investment in C&S Institutional Realty Share Value Fund 76% 3 60 0 0.9% 2.96%
INTERNATIONAL EQUITY
WORLD STOCK ANWPX Capital Research & Management Collective Investment in American Funds - New Perspective A 72% 3 60 0 1.47% 5.44%
Foreign Large Blend RERFX Capital Research & Management Collective Investment in The American Funds Group Europacific Growth Fund 33% 3 60 0 0.84% 1.86%
FOREIGN SMALL/MID GROWTH LAIAX Columbia Acorn Int 30% 3 60 0 1.23% 0%
Foreign Large Value MSIQX Morgan Stanley Investment Mgmt.Collective Investment in Institutional International Equity Fund 26% 3 60 0 1.8% 0%
Foreign Large Growth WIEIX William Blair & Co. Collective Investment in International Equity Fund CL 1 0% 3 60 0 1% 1.49%
Others
Moderate Allocation RLBFX Capital Research & Management Collective Investment in American Balance Fund 89% 3 60 0 0.31% 2.64%
Financial PRISX T. Rowe Price Collective Investment in Financial Services Value Fund 85% 3 60 0 0.98% 2.02%
Technology RAGTX Allianz/PIMCO Advisors Collective Investment in RCM Global Technology Fund A 74% 3 60 0 1.17% 16.54%
World Allocation MFWIX MFS Investment Management Collective Investment in Institutional TR International Equity Funds 52% 3 60 0 1.11% 2.02%
ROOT FKUTX Franklin Advisors Collective Investment in Franklin Utilities A 49% 3 60 0 1.06% 2.58%
Health PRHSX T. Rowe Price Collective Investment in T. Rowe Price Health and Science Fund 41% 3 60 0 0.8% 5.33%
World Allocation BPGLX UBS Global Asset Management Collective Investment in Global Allocation Y 23% 3 60 0 1.29% 4.3%
Moderate Allocation RBLAX Frank Russell Trust Company Balanced Fund - Collective Investment in Frank Russell Balanced Fund 21% 3 60 0 0.86% 3.86%
Conservative Allocation RCLAX Frank Russell Trust Company Conservative Growth Portfolio - Collective Investment in Frank Russell Conservative Balanced Fund 7% 3 60 0 0.97% 2.23%
ROOT CASH Money market substitute 0% 1 60 0 NA 4.14%
EQUITY WM Capital Research & Management Collective Investment in Washington Mutual Investors Fund 0% 3 60 0 NA 1.6%
ROOT CASH State Street Bank & Trust Co. Money Market Fund - Collective Investment in the State Street Bank Short-Term Income Fund 0% 1 60 0 NA 4.14%
US EQUITY
MID-CAP VALUE TRMCX T. Rowe Price Collective Investment in Mid Cap Value Fund 99% 3 60 0 0.83% 7.78%
Small Growth WBSIX William Blair & Co Collective Investment in Small Cap Growth Fund 81% 3 60 0 1.24% 1.57%
SMALL BLEND OTCFX T. Rowe Price Collective Investment in Small Cap Stock Fund 75% 3 60 0 1.17% 0.21%
LARGE GROWTH HACAX Harbor Capital Advisors Collective Investment in Capital Appreciation Fund 65% 3 60 0 1.04% 0%
LARGE BLEND DGAGX Dreyfus Management Collective Investment in Appreciation Fund 56% 3 60 0 0.66% 0.57%
Mid-Cap Growth RPMGX T. Rowe Price Collective Investment in Mid-Cap Growth 53% 3 60 0 1.29% 6.44%
LARGE BLEND REAAX Frank Russell Trust Company Aggressive Growth Portfolio - Collective Investment in Frank Russell Aggressive Balanced Fund 48% 3 60 0 0.97% 4.02%
MID-CAP VALUE VMVIX Vanguard Group Collective Investment in Mid Cap Index Fund 45% 3 60 0 0.19% 2.11%
LARGE GROWTH TRBCX T. Rowe Price Blue Chip Fund 35% 3 60 0 1.23% 0%
LARGE VALUE KDHSX DWS Scudder Investments Collective Investment in Scudder -Dreman High Return Equity A Fund 28% 3 60 0 0.8% 2.29%
MID-CAP VALUE ARTQX Artisan Funds Collective Investment in Mid Cap Fund A 23% 3 60 0 1.05% 17.63%
LARGE GROWTH PICAX Allianz/PIMCO Advisors Collective Investment in Capital Appreciation Admin Fund 0% 3 60 0 NA 0%
SMALL BLEND SCOSX Oppenheimer Funds Collective Investment in Oppenheimer Main Street Small Cap Y Fund 0% 3 60 0 NA 4.6%
Small Growth TSCEX Turner Investment Partners Collective Investment in Turner Small Cap Growth Fund 0% 3 60 0 1.25% 0%
SMALL VALUE ARTVX Artisan Funds Collective Investment in Small Cap Value Fund 0% 3 60 0 1.2% 0%
SMALL BLEND REBSX Frank Russell Trust Company US Small Company - Collective Investment in Frank Russell US Small Company Equity II Fund 0% 3 60 0 0.94% 0%
LARGE BLEND REASX Frank Russell Trust Company US Large Company - Collective Investment in Frank Russell US Large Company Equity I Fund 0% 3 60 0 0.78% 0%
FIXED INCOME
Inflation-Protected Bond VIPIX Vanguard Group Collective Investment in Vanguard/Inflation Protected Securities Fund 60% 3 60 0 0.1% 4.92%
Intermediate-Term Bond PTRAX Allianz/PIMCO Advisors Collective Investment in Total Return Fund Admin Shares 56% 3 60 0 0.8% 4.94%
Short-Term Bond PLDAX Allianz/PIMCO Advisors Collective Investment in Low Duration Admin Fund 28% 3 60 0 1.05% 3.81%
LONG GOVERNMENT PLGBX Allianz/PIMCO Advisors Collective Investment in Long Term US Government Bonds 0% 3 60 0 0.82% 1.73%
High Yield Bond SAHYX Salomon Brothers Collective Investment in Salomon High Yield Value Bond 0% 3 60 0 0.9% 5.74%
Intermediate-Term Bond RFCSX Frank Russell Trust Company Bond Fund - Collective Investment in Frank Russell Intermediate-Term Bond Fund 0% 3 60 0 0.69% 0%
Average Expense Ratio: 0.96%
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Related Retirement Plans
EDISON 401(K) SAVINGS PLAN
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 13.0% 14.7% 5.9% 3.9% 5.6% 5.2%

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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:EIX)
The plan consists of 42 funds. It covers 5 major asset classes and 27 minor asset classes. The major asset classes it covers are US Equity, Fixed Income, Foreign Equity, REITs and Emerging Market Equity.

Edison International, through its subsidiaries, engages in the supply of electric energy in central, coastal, and southern California. It involves in developing, acquiring, owning or leasing, operating, and selling energy and capacity from independent power production facilities etc.



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