MyPlanIQ 401k Investor NORTHEAST UTILITIES SERVICE COMPANY 401K PLAN

NORTHEAST UTILITIES SERVICE COMPANY 401K PLAN Investment Model Portfolios

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EVERSOURCE 401K PLAN FKA NORTHEAST UTILITIES SERVICE COMPANY 401K PLAN
NORTHEAST UTILITIES SERVICE COMPANY 401K PLAN
NORTHEAST UTILITIES SERVICE COMPANY 401K PLAN CONNECTICUT YANKEE ATOMIC POWER COMPANY ONLY
NORTHEAST UTILITIES SERVICE COMPANY 401K PLAN EXCLUDING CONNECTICUT YANKEE ATOMIC POWER COMPANY
Investment Options
Total Available Funds: 21
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend FIGRX Fidelity International Discovery Fund
Foreign Large Blend INLDX Morgan Stanley International Equity Fund
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 Fund
Retirement Income FFFAX Fidelity Freedom Income Fund
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 Fund
FIXED INCOME
Intermediate-Term Bond VFICX Pyramis Global and PIMCO Intermediate Bond Fund
Emerging Markets Bond EDD Morgan Stanley Emerging Markets Portfolio
US EQUITY
SMALL BLEND NAESX Frank Russell Small Cap Fund
Small Growth LADYX Lord Abbett Developing Growth Fund
MID-CAP VALUE LAVLX Lord Abbett Mid-Cap Value Fund
Total Available Funds: 21
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend FIGRX Fidelity International Discovery Fund
Foreign Large Blend INLDX Morgan Stanley International Equity Fund
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 Fund
Retirement Income FFFAX Fidelity Freedom Income Fund
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 Fund
Target Date 2036-2040 FFFFX Fidelity Freedom 2040 Fund
Moderate Allocation VBINX Frank Russell Global Balanced Fund
Target Date 2000-2010 FFFCX Fidelity Freedom 2010 Fund
ROOT CASH Money market substitute
Target Date 2000-2010 FFFBX Fidelity Freedom 2000 Fund
FIXED INCOME
Intermediate-Term Bond VFICX Pyramis Global and PIMCO Intermediate Bond Fund
Emerging Markets Bond EDD Morgan Stanley Emerging Markets Portfolio
US EQUITY
SMALL BLEND NAESX Frank Russell Small Cap Fund
Small Growth LADYX Lord Abbett Developing Growth Fund
MID-CAP VALUE LAVLX Lord Abbett Mid-Cap Value Fund
LARGE GROWTH FDGRX Fidelity Growth Company Fund
LARGE VALUE HIADX Hartford Dividend and Growth HLS Fund
LARGE BLEND FUSEX Fidelity Spartan U.S. Equity Index Fund
Mid-Cap Growth FMCSX Fidelity Mid-Cap Stock Fund
LARGE GROWTH FMAGX Fidelity Magellan Fund
MID-CAP BLEND FLPSX Fidelity Low-Priced Stock Fund
Total Available Funds: 21
  • 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 FIGRX Fidelity International Discovery Fund 90% 3 60 0 0.99% 2.71%
Foreign Large Blend INLDX Morgan Stanley International Equity Fund 0% 3 60 0 1.33% 1.48%
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 Fund 98% 3 60 0 0.58% 5.64%
Retirement Income FFFAX Fidelity Freedom Income Fund 98% 3 60 0 0.42% 3.12%
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 Fund 95% 3 60 0 0.66% 4.68%
Target Date 2036-2040 FFFFX Fidelity Freedom 2040 Fund 95% 3 60 0 0.64% 4.92%
Moderate Allocation VBINX Frank Russell Global Balanced Fund 92% 3 60 0 0.07% 5.73%
Target Date 2000-2010 FFFCX Fidelity Freedom 2010 Fund 92% 3 60 0 0.49% 3.83%
ROOT CASH Money market substitute 0% 1 60 0 NA 2.61%
Target Date 2000-2010 FFFBX Fidelity Freedom 2000 Fund 0% 3 60 0 0.44% 6.09%
FIXED INCOME
Intermediate-Term Bond VFICX Pyramis Global and PIMCO Intermediate Bond Fund 99% 3 60 0 0.2% 4.38%
Emerging Markets Bond EDD Morgan Stanley Emerging Markets Portfolio 0% 3 60 0 NA NA
US EQUITY
SMALL BLEND NAESX Frank Russell Small Cap Fund 99% 3 60 0 0.03% 1.06%
Small Growth LADYX Lord Abbett Developing Growth Fund 97% 3 60 0 1.27% 0.22%
MID-CAP VALUE LAVLX Lord Abbett Mid-Cap Value Fund 93% 3 60 0 0.86% 9.6%
LARGE GROWTH FDGRX Fidelity Growth Company Fund 90% 3 60 0 0.79% 8.73%
LARGE VALUE HIADX Hartford Dividend and Growth HLS Fund 90% 3 60 0 0.9% 1.87%
LARGE BLEND FUSEX Fidelity Spartan U.S. Equity Index Fund 79% 3 60 0 0.09% 1.65%
Mid-Cap Growth FMCSX Fidelity Mid-Cap Stock Fund 77% 3 60 0 0.75% 5.61%
LARGE GROWTH FMAGX Fidelity Magellan Fund 75% 3 60 0 0.52% 7.94%
MID-CAP BLEND FLPSX Fidelity Low-Priced Stock Fund 1% 3 60 0 0.92% 14.11%
Average Expense Ratio: 0.63%
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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 0.7% 11.9% 4.0% 7.1% 6.1% 6.0%

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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*
Click to Create Model Portfolio

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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 for Portfolio Details or Follow 0.9% 19.3% 8.9% 12.9% 9.6% 10.3%

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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:NU)
The plan consists of 21 funds. It covers 3 major asset classes and 17 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.


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