MyPlanIQ 401k Investor FIRSTENERGY CORP. SAVINGS PLAN

FIRSTENERGY CORP. SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 19
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Small/Mid Value DISVX DFA Small Cap Value Small cap value stocks
Foreign Large Value DODFX Dodge & Cox International Fund International stocks
Foreign Large Blend CEUFX EuroPacific Growth Fund International stocks
Others
EQUITY ^GSPC S&P 500 Index Fund S&P 500 stocks
Target Date 2026-2030 STLDX BGI 2030 Fund Blend of stocks fixed income
Retirement Income STLAX BGI Retirement Fund Blend of stocks fixed income
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Fund Bonds
US EQUITY
LARGE GROWTH IWF BGI Russell 1000 Growth Index Fund Large cap growth
MID-CAP VALUE ARTQX Artisan Mid Cap Fund Mid cap growth stocks
LARGE BLEND VLACX Selected American Fund Large cap value stocks
Total Available Funds: 19
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Small/Mid Value DISVX DFA Small Cap Value Small cap value stocks
Foreign Large Value DODFX Dodge & Cox International Fund International stocks
Foreign Large Blend CEUFX EuroPacific Growth Fund International stocks
Others
EQUITY ^GSPC S&P 500 Index Fund S&P 500 stocks
Target Date 2026-2030 STLDX BGI 2030 Fund Blend of stocks fixed income
Retirement Income STLAX BGI Retirement Fund Blend of stocks fixed income
Target Date 2036-2040 STLEX BGI 2040 Fund Blend of stocks fixed income
Moderate Allocation FPURX Fidelity Puritan Fund Balanced fund
Target Date 2050+ STLFX BGI 2050 Fund Blend of stocks fixed income
ROOT CASH Money market substitute
Target Date 2016-2020 STLCX BGI 2020 Fund Blend of stocks fixed income
ROOT STLBX BGI 2010 Fund Blend of stocks fixed income
ROOT N/A State Street STIF Money market fund
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Fund Bonds
US EQUITY
LARGE GROWTH IWF BGI Russell 1000 Growth Index Fund Large cap growth
MID-CAP VALUE ARTQX Artisan Mid Cap Fund Mid cap growth stocks
LARGE BLEND VLACX Selected American Fund Large cap value stocks
Mid-Cap Growth MIMSX Mellon Russell MidCap Value Index Fund Mid cap value stocks
US Small Cap ^RUT BGI Russell 2000 Growth Fund Small cap growth stocks
Total Available Funds: 19
  • 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 Small/Mid Value DISVX DFA Small Cap Value Small cap value stocks 100% 3 60 0 0.43% 3.75%
Foreign Large Value DODFX Dodge & Cox International Fund International stocks 99% 3 60 0 0.52% 2.33%
Foreign Large Blend CEUFX EuroPacific Growth Fund International stocks 94% 3 60 0 0.9% 3.89%
Others
EQUITY ^GSPC S&P 500 Index Fund S&P 500 stocks 100% 3 60 0 NA 0%
Target Date 2026-2030 STLDX BGI 2030 Fund Blend of stocks fixed income 94% 3 60 0 0.34% 3.1%
Retirement Income STLAX BGI Retirement Fund Blend of stocks fixed income 92% 3 60 0 0.84% 3.62%
Target Date 2036-2040 STLEX BGI 2040 Fund Blend of stocks fixed income 92% 3 60 0 1.04% 3.18%
Moderate Allocation FPURX Fidelity Puritan Fund Balanced fund 82% 3 60 0 0.5% 4.31%
Target Date 2050+ STLFX BGI 2050 Fund Blend of stocks fixed income 81% 3 60 0 0.34% 1.14%
ROOT CASH Money market substitute 0% 1 60 0 NA 4.14%
Target Date 2016-2020 STLCX BGI 2020 Fund Blend of stocks fixed income 0% 3 60 0 0.67% 1.74%
ROOT STLBX BGI 2010 Fund Blend of stocks fixed income 0% 3 60 0 NA NA
ROOT N/A State Street STIF Money market fund 0% 3 60 0 NA NA
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Fund Bonds 97% 3 60 0 0.83% 3.98%
US EQUITY
LARGE GROWTH IWF BGI Russell 1000 Growth Index Fund Large cap growth 99% 3 60 0 0.19% 0.61%
MID-CAP VALUE ARTQX Artisan Mid Cap Fund Mid cap growth stocks 91% 3 60 0 1.05% 17.63%
LARGE BLEND VLACX Selected American Fund Large cap value stocks 81% 3 60 0 0.04% 1.21%
Mid-Cap Growth MIMSX Mellon Russell MidCap Value Index Fund Mid cap value stocks 78% 3 60 0 0.92% 0.24%
US Small Cap ^RUT BGI Russell 2000 Growth Fund Small cap growth stocks 0% 3 60 0 NA 0%
Average Expense Ratio: 0.62%
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Related Retirement Plans
FIRSTENERGY CORP. 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 3.1% 13.2% 2.4% 7.6% 5.6% 7.7%

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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:FE)
The plan consists of 25 funds. It covers 3 major asset classes and 18 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.


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