MyPlanIQ 401k Investor PPL EMPLOYEE STOCK OWNERSHIP PLAN

PPL EMPLOYEE STOCK OWNERSHIP PLAN Investment Model Portfolios

This Plan is unrated.
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PPL EMPLOYEE STOCK OWNERSHIP PLAN
Investment Options
Total Available Funds: 20
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend FOSFX Fidelity Overseas Mutual Fund
Foreign Large Blend FSIIX Spartan International Index Fund
Foreign Large Value TEMFX Templeton Foreign A Mutual Fund
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 Fund
Target Date 2011-2015 FFVFX Fidelity Freedom 2015 Fund
Retirement Income FFFAX Fidelity Freedom Income Mutual Fund
FIXED INCOME
Intermediate Government SGVIX Wells Fargo Advantage Government Securities Fund
US EQUITY
MID-CAP VALUE FDVLX Fidelity Value Mutual Fund
LARGE BLEND FSTMX Spartan Total Market Index Fund
LARGE GROWTH FDGRX Fidelity Growth Company Fund
Total Available Funds: 20
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend FOSFX Fidelity Overseas Mutual Fund
Foreign Large Blend FSIIX Spartan International Index Fund
Foreign Large Value TEMFX Templeton Foreign A Mutual Fund
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 Fund
Target Date 2011-2015 FFVFX Fidelity Freedom 2015 Fund
Retirement Income FFFAX Fidelity Freedom Income Mutual Fund
Moderate Allocation CTFDX Columbia Acorn 2 Mutual Fund
Target Date 2021-2025 FFTWX Fidelity Freedom 2025 Fund
Target Date 2050+ FFFHX Fidelity Freedom 2050 Fund
Target Date 2000-2010 FFFCX Fidelity Freedom 2010 Fund
Moderate Allocation FBALX Fidelity Balanced Fund
Target Date 2000-2010 FFFBX Fidelity Freedom 2000 Fund
ROOT CASH Money market substitute
ROOT CASH Fidelity Retirement Government Money Market Fund
FIXED INCOME
Intermediate Government SGVIX Wells Fargo Advantage Government Securities Fund
US EQUITY
MID-CAP VALUE FDVLX Fidelity Value Mutual Fund
LARGE BLEND FSTMX Spartan Total Market Index Fund
LARGE GROWTH FDGRX Fidelity Growth Company Fund
LARGE BLEND FSMAX Spartan 500 Index Fund
LARGE VALUE VLUAX MSIFT Value Adviser Fund
Total Available Funds: 20
  • 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 FOSFX Fidelity Overseas Mutual Fund 88% 3 60 0 0.95% 1.31%
Foreign Large Blend FSIIX Spartan International Index Fund 86% 3 60 0 0.17% 2.86%
Foreign Large Value TEMFX Templeton Foreign A Mutual Fund 54% 3 60 0 0.85% 2.16%
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 Fund 98% 3 60 0 0.58% 5.64%
Target Date 2011-2015 FFVFX Fidelity Freedom 2015 Fund 98% 3 60 0 0.54% 4.81%
Retirement Income FFFAX Fidelity Freedom Income Mutual Fund 98% 3 60 0 0.42% 3.12%
Moderate Allocation CTFDX Columbia Acorn 2 Mutual Fund 97% 3 60 0 0.85% 2.64%
Target Date 2021-2025 FFTWX Fidelity Freedom 2025 Fund 95% 3 60 0 0.34% 5.15%
Target Date 2050+ FFFHX Fidelity Freedom 2050 Fund 94% 3 60 0 0.75% 4.17%
Target Date 2000-2010 FFFCX Fidelity Freedom 2010 Fund 92% 3 60 0 0.49% 3.83%
Moderate Allocation FBALX Fidelity Balanced Fund 79% 3 60 0 0.5% 5.65%
Target Date 2000-2010 FFFBX Fidelity Freedom 2000 Fund 0% 3 60 0 0.44% 6.09%
ROOT CASH Money market substitute 0% 1 60 0 NA 2.61%
ROOT CASH Fidelity Retirement Government Money Market Fund 0% 1 60 0 NA 2.61%
FIXED INCOME
Intermediate Government SGVIX Wells Fargo Advantage Government Securities Fund 87% 3 60 0 0.84% 2.9%
US EQUITY
MID-CAP VALUE FDVLX Fidelity Value Mutual Fund 99% 3 60 0 0.76% 15.77%
LARGE BLEND FSTMX Spartan Total Market Index Fund 93% 3 60 0 0.09% 1.23%
LARGE GROWTH FDGRX Fidelity Growth Company Fund 90% 3 60 0 0.79% 8.73%
LARGE BLEND FSMAX Spartan 500 Index Fund 70% 3 60 0 0.03% 0.55%
LARGE VALUE VLUAX MSIFT Value Adviser Fund 0% 3 60 0 NA 0%
Average Expense Ratio: 0.55%
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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 1.5% 9.0% 2.4% 8.2% 5.6% 6.3%

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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 0.7% 8.8% 2.4% 5.3% 4.1% 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:PPL)
The plan consists of 20 funds. It covers 3 major asset classes and 14 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.

PPL Corporation, through its subsidiaries, generates and markets electricity to approximately 4 million retail, commercial, and industrial customers in the northeastern and western United States and the United Kingdom. It generates energy from various fuel sources, including uranium, coal, natural gas, oil, and water.



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