AMERICAN ELECTRIC POWER SYSTEM RETIREMENT SAVINGS PLAN
Investment Model Portfolios

Investment options of AMERICAN ELECTRIC POWER SYSTEM RETIREMENT SAVINGS PLAN

Total Available Funds: 526
Asset Class Ticker Description
Others
EQUITY PRECIOUS METALS BGEIX AMERICAN CENTURY GLOBAL GOLD
Conservative Allocation AONIX AMERICAN CENTURY ONE CHOICE VERY AGGR INV
Utilities BULIX AMERICAN CENTURY UTILITIES
Moderate Allocation RIDFX AMERICAN INCOME FUND OF AMERICA R5
Financial BKPIX BANKS ULTRA SECTOR PRO FUND INVESTOR
Health BIPIX BIOTECHNOLOGY ULTRA SECTOR PRO FD INVS
Equity Energy BACIX BLACK ROCK ALL CAP GLOBAL RES PORT CL A
Equity Energy SGLSX BLACKROCK GLOBAL RESOURCES PORT CL A
Equity Energy SGLSX BLACKROCK GLOBAL RESOURCES PORT CL C
Health SHSAX BLACKROCK HEALTH SCIENCES OPP PRT A
Natural Resources MDGRX BLACKROCK NATURAL RESOURCES TR CL A
Conservative Allocation BRBPX BRIDGEWAY BALANCED PORTFOLIO
Technology BUFTX BUFFALO SCIENCE & TECHNOLOGY FD
Moderate Allocation BUFBX BUFFALO BALANCED FUND
Natural Resources UMESX COLUMBIA ENERGY AND NATURAL RESOURCES Z
Consumer Staples CNPIX CONSUMER GOODS ULTRA SECTOR PRO FDS –INV
Financial BANCX DIAMOND HILL FINANCIAL LONG/SHT A
Long-Short DIAMX DIAMOND HILL LONG SHORT CLASS A
Long-Short DHFCX DIAMOND HILL LONG SHORT CLASS C
Bear Market DXDDX DIREXION DOLLAR BEAR 2.5X FD INVT CL
Bear Market DXQSX DIREXION NASDAQ 100 BEAR 2.5X FD INVT
Bear Market DXSSX DIREXION S&P 500 BEAR 2.5X INVT
Bear Market DXRSX DIREXION SMALL CAP BEAR 2.5X INV CL
Moderate Allocation DODBX DODGE & COX BALANCE
EQUITY PRECIOUS METALS SCGDX DWS GOLD & PRECIOUS METALS CL S
EQUITY PRECIOUS METALS EKWYX EVERGREEN PRECIOUS METALS CLASS A
Currency FDPIX FALLING US DOLLAR PRO FUND INV CLASS
Financial FBRFX FBR LARGE CAP FINANCIAL
Financial FBRSX FBR SMALL CAP FINANCIAL
Bear Market BEARX FEDERATED PRUDENT BEAR FUND CLASS A
Equity Energy FANIX FIDELITY ADVISOR FOCUS ENERGY CL I
Moderate Allocation FBALX FIDELITY BALANCED
Target Date 2016-2020 FFFDX FIDELITY FREEDOM 2020
Moderate Allocation FPURX FIDELITY PURITAN
MISCELLANEOUS SECTOR FSCHX FIDELITY SELECT CHEMICALS
Technology FDCPX FIDELITY SELECT COMPUTERS
MISCELLANEOUS SECTOR FSHOX FIDELITY SELECT CONSTRUCTN & HOUSING
Consumer Discretionary FSCPX FIDELITY SELECT CONSUMER STPLES PORT
Industrials FSDAX FIDELITY SELECT DEFENSE & AEROSPACE
Equity Energy FSENX FIDELITY SELECT ENERGY
Equity Energy FSESX FIDELITY SELECT ENERGY SERVICE
MISCELLANEOUS SECTOR FSLEX FIDELITY SELECT ENVIRONMENTAL SVCS
EQUITY PRECIOUS METALS FSAGX FIDELITY SELECT GOLD
Industrials FSCGX FIDELITY SELECT INDUSTRIAL EQUIPMENT
Industrials FCYIX FIDELITY SELECT INDUSTRIALS PORT
Consumer Discretionary FDLSX FIDELITY SELECT LEISURE
Natural Resources FSDPX FIDELITY SELECT MATERIALS PORTFOLIO
Health FSHCX FIDELITY SELECT MEDICAL DELIVERY
Health FSMEX FIDELITY SELECT MEDICAL EQUIP&SYSTEM
Equity Energy FSNGX FIDELITY SELECT NATURAL GAS
Natural Resources FNARX FIDELITY SELECT NATURAL RESOURCES
Technology FSCSX FIDELITY SELECT SOFTWARE & COMPUTER
Technology FSPTX FIDELITY SELECT TECHNOLOGY
Industrials FSRFX FIDELITY SELECT TRANSPORT
Utilities FSUTX FIDELITY SELECT UTILITIES GROWTH
Conservative Allocation FSRRX FIDELITY STRATEGIC REAL RETURN
ROOT CASH FIDELITY US TREASURY MONEY MARKET
World Allocation SGENX FIRST EAGLE GLOBAL CLASS A
Equity Energy ALTEX FIRSTHAND ALTERNATIVE ENERGY
Moderate Allocation FPACX FPA CRESCENT INSTL
EQUITY PRECIOUS METALS FGADX FRANKLIN GOLD AND PRECIOUS METALS CL C
Conservative Allocation FRIAX FRANKLIN INCOME CLASS C
ROOT GABAX GABELLI ASSET FUND
Utilities GAUIX GABELLI UTILITIES
EQUITY PRECIOUS METALS GLDIX GAMCO GOLD FUND
Moderate Allocation WEBAX GAMCO WESTWOOD BALANCED FD CL AAA
World Allocation GGSIX GOLDMAN SACHS ASSET ALLOC GRWTH STRAT A
Moderate Allocation GRSPX GREENSPRING FUND
Equity Energy GAAEX GUINNESS ATKINSON ALTERNATIVE ENERGY
Equity Energy GAGEX GUINNESS ATKINSON GLOBAL ENERGY
Health HGHCX HARTFORD GLOBAL HEALTH CL C
Moderate Allocation HBFBX HENNESSY BALANCED
Equity Energy ICENX ICON ENERGY
Financial ICFSX ICON FINANCIAL FUND
Health ICHCX ICON HEALTHCARE
Natural Resources IGNBX IVY GLOBAL NATURAL RESOURCES CLASS B
Conservative Allocation GLRBX JAMES BALANCED: GOLDEN RAINBOW FUND
Long-Short JLSIX JANUS ADVISER LONG/SHORT CL C
Moderate Allocation JABAX JANUS BALANCED
Natural Resources PNRZX JENNISON NATURAL RESOURCES FD CL Z
Utilities PCUFX JENNISON UTILITY CL C
ROOT VCGIX JPMORGAN CAPITAL GROWTH CL A
Moderate Allocation LAAIX LEUTHOLD ASSET ALLOCATION FD
Technology MATFX MATTHEWS ASIAN TECHNOLOGY FUND
Long-Short MERFX MERGER FUND
Currency MERKX MERK ASIAN CURRENCY FUND – INVESTOR
Currency MERKX MERK HARD CURRENCY FUND INVESTOR CL
Communications WCPIX MOBILE TELCOMM ULTRA SECTOR PRO FD INVSTR
Financial TEFAX MUTUAL SERIES FINCL SERVICES CLASS C
Financial TEFAX MUTUAL SERIES FINCL SERVICES CLASS Z
Equity Energy ENPIX OIL & GAS ULTRA SECT PRO FDS –INVESTOR
Equity Energy OEPIX OIL EQUIPMENT SCVS & DIST ULTRA INVT CL
ROOT RCVAX OPPENHEIMER GOLD & SPEC MINERALS CL A
ROOT RCVCX OPPENHEIMER GOLD & SPEC MINERALS CL C
Conservative Allocation PRPFX PERMANENT PORTFOLIO FAMILY OF FDS
EQUITY PRECIOUS METALS PMPIX PRECIOUS METALS ULTRA SEC PRO INVST
EQUITY PRECIOUS METALS PMPSX PRECIOUS METALS ULTRA SECTOR PRO SVC
Natural Resources PGLCX PUTNAM GLOBAL NATURAL RESOURCE C
ROOT RIMEX RAINIER LARGE CAP EQUITY PORTFOLIO
Bear Market RTPIX RISING RATES OPPTY PRO FUND INVESTOR
Currency RDPIX RISING US DOLLAR PRO FUND INV CLASS
Natural Resources SMWIX ROBECO SAM SUSTAIN WATER – INVESTOR
Natural Resources RSNRX RS GLOBAL NATURAL RESOURCES CL A
Health RYOIX RYDEX BIOTECHNOLOGY INV CLASS
Bear Market RYJUX RYDEX INVERSE GOVT LONG BOND STRAT INV
Bear Market RYVNX RYDEX INVERSE NASDAQ 1002X CL H
Bear Market RYTPX RYDEX INVERSE S&P 500 2X STRATEGY CL H
Bear Market RYURX RYDEX INVERSE S&P 500 STRATEGY INV CL
EQUITY PRECIOUS METALS RYPMX RYDEX PRECIOUS METALS INVESTOR CL
Bear Market RYTPX RYDEX S&P 500 2X STRATEGY CL H
Equity Energy SEPIX SARATOGA ENERGY & BASIC MATERIAL CL A
Health SWHFX SCHWAB HEALTH CARE FUND
Technology SMPIX SEMICONDUCTOR ULTRA SECTOR PRO FD INVSTR
Moderate Allocation PRWCX T ROWE PRICE CAP APPRECIATION
Moderate Allocation PACLX T ROWE PRICE CAPITAL APPRECIATION ADV CL
Financial PRISX T ROWE PRICE FINANCIAL SERVICES
Health PRHSX T ROWE PRICE HEALTH SCIENCES
Communications PRMTX T ROWE PRICE MEDIA & TELECOMMUNICATIONS
Natural Resources PRNEX T ROWE PRICE NEW ERA
Conservative Allocation PRSIX T ROWE PRICE PERSONAL STRAT GRWTH
Target Date 2036-2040 TRRDX T ROWE PRICE RET 2040 FD
Communications TCPIX TELECOMM ULTRA SECTOR PRO FD INVSTR
ROOT TIVFX TOCQUEVILLE GOLD FUND
ROOT TPIEX TRANSAMERICA PREMIER EQUITY
Bear Market URPIX ULTRA BEAR PRO FUND INVESTORS SHARES
Bear Market UWPIX ULTRA DOW 30 PRO FUND INVESTOR
Bear Market UVPIX ULTRA EMERGING MRKTS PRO FD INVT CL
Bear Market UKPIX ULTRA JAPAN PRO FUND INVESTORS SHS
Bear Market UKPSX ULTRA JAPAN PRO FUND SERVICE SHARES
Bear Market UIPIX ULTRA MID CAP PRO FUND INVESTOR SHS
Bear Market USPIX ULTRA NASDAQ-100 PRO FUND INVESTOR CLASS
Bear Market USPSX ULTRA NASDAQ-100 PRO FUND SERVICE CLASS
Bear Market UXPIX ULTRA SHORT INTL PRO FD INVT CL
Natural Resources PSPFX US GLOBAL RESOURCES
Natural Resources PSPFX US GOLD AND PRECIOUS METALS
Natural Resources PSPFX US WORLD PRECIOUS MINERALS
Utilities UTPIX UTILITIES ULTRA SECTOR PRO FUND INV
Moderate Allocation VALIX VALUE LINE INCOME
Conservative Allocation VACAX VAN KAMPEN ASSETT ALLOCATION CONV A
Moderate Allocation VAAPX VANGUARD ASSET ALLOCATION
Equity Energy VGENX VANGUARD ENERGY
Financial VFAIX VANGUARD FINANCIALS INDEX ADMIRAL SHRS
Target Date 2011-2015 VTXVX VANGUARD TARGET RET 2015 FD INVESTOR CL
Moderate Allocation VWELX VANGUARD WELLINGTON FUND
Conservative Allocation VWIAX VANGUARD/WELLESLEY INCOME
Technology WAGTX WASATCH GLOBAL SCIENCE & TECHNOLOGY
ROOT CASH Money market substitute
US EQUITY
Mid-Cap Growth TWHIX AMERICAN CENTURY HERITAGE
MID-CAP VALUE ACMVX AMERICAN CENTURY MID CAP VALUE INV SHS
Small Growth ANOCX AMERICAN CENTURY NEW OPP II CL C
Mid-Cap Growth TWVIX AMERICAN CENTURY VISTA
LARGE BLEND RFNFX AMERICAN FUNDAMENTAL INVESTORS R5
LARGE GROWTH RGACX AMERICAN GROWTH FUND OF AMERICA CL R3
LARGE GROWTH RGAFX AMERICAN GROWTH FUND OF AMERICA CL R5
LARGE GROWTH GFAFX AMERICAN GROWTH FUND OF AMERICA CLASS F1
LARGE BLEND ICAFX AMERICAN INVESTMENT CO OF AMERICA CL F1
LARGE GROWTH RGACX AMERICAN WORLD GROWTH INCOME CL R3
MID-CAP BLEND ARGFX ARIEL FUND
LARGE VALUE ARTLX ARTISAN OPPORTUNISTIC VALUE
LARGE GROWTH ATLVX ASTON/TAMRO ALL CAP FUND CL N
Mid-Cap Growth BARAX BARON ASSET
Mid-Cap Growth BGRFX BARON GROWTH
Mid-Cap Growth BPTRX BARON PARTNERS FUND
LARGE BLEND BMPIX BASIC MATERIAL ULTRA SEC PRO FD INVESTOR
LARGE VALUE MADVX BLACKROCK EQUITY DIVIDEND FD SRV CL
LARGE VALUE MDLVX BLACKROCK LARGE CAP VALUE FD CL A
Mid-Cap Growth BRWIX BRANDYWINE
LARGE GROWTH BLUEX BRANDYWINE BLUE
Mid-Cap Growth BRAIX BRIDGEWAY AGGRESSIVE INVESTOR 2
LARGE GROWTH BRLGX BRIDGEWAY LARGE CAP GROWTH CL N
Small Growth BRSGX BRIDGEWAY SMALL CAP GROWTH CL N
SMALL BLEND BRSVX BRIDGEWAY SMALL CAP VALUE FUND CL N
SMALL BLEND BRSIX BRIDGEWAY ULTRA SMALL CO MARKET
Small Growth BCSIX BROWN CAPITAL MGMT SMALL COMPANY INST.
Mid-Cap Growth BUFMX BUFFALO MID CAP FUND
Mid-Cap Growth CANGX CAN SLIM SELECT GROWTH FUND
LARGE BLEND CFIMX CLIPPER
LARGE GROWTH NMYAX COLUMBIA MARSICO 21ST CENTURY CL Z
MID-CAP BLEND UMVEX COLUMBIA MID CAP CORE FD CL Z
Mid-Cap Growth CLSPX COLUMBIA MID CAP GROWTH CL Z
MID-CAP VALUE NAMAX COLUMBIA MID CAP VALUE PRIMARY Z
LARGE GROWTH UMLGX COLUMBIA SELECT LRG CAP GROWTH CLASS Z
Small Growth UMLCX COLUMBIA SELECT SMALL CAP CLASS Z
Small Growth CMSCX COLUMBIA SMALL CAP GROWTH I CL Z
Small Growth CMSCX COLUMBIA SMALL CAP VAL I FD CL Z
SMALL VALUE NSVAX COLUMBIA SMALL CAP VALUE FD II Z
SMALL VALUE COVAX COLUMBIA SMALL CAP VALUE II CL A
LARGE VALUE UMBIX COLUMBIA VALUE AND RESTRUCTURING CL Z
LARGE BLEND DNVYX DAVIS NEW YORK VENTURE INSTL CL Y
MID-CAP VALUE DEFIX DELAFIELD FUND INC
LARGE VALUE DHLAX DIAMOND HILL LARGE CAP CLASS A
LARGE VALUE DODGX DODGE & COX STOCK
LARGE BLEND DSPIX DREYFUS S&P 500 STOCK INDEX FUND
Mid-Cap Growth DSORX DREYFUS S&P STARS OPPR CL T
Small Growth EMSMX EMBARCADERO ALL-CAP GROWTH
Small Growth EMSMX EMBARCADERO SMALL CAP GROWTH
LARGE BLEND FAIRX FAIRHOLME FUND
MID-CAP BLEND FAMVX FAM VALUE
Mid-Cap Growth FBRVX FBR FOCUS FUND
MID-CAP BLEND FLVIX FIDELITY ADVISOR LEVERGED CO STK CL I
LARGE GROWTH FINSX FIDELITY ADVISOR NEW INSIGHTS CL I
LARGE GROWTH FBGRX FIDELITY BLUE CHIP GROWTH
LARGE GROWTH FDCAX FIDELITY CAPITAL APPRECIATION
LARGE GROWTH FCNTX FIDELITY CONTRAFUND
LARGE BLEND FDEQX FIDELITY DISCIPLINED EQUITY
LARGE VALUE FEQIX FIDELITY EQUITY INCOME
LARGE GROWTH FEXPX FIDELITY EXPORT & MULTINATIONAL
MID-CAP BLEND FLVCX FIDELITY LEVERAGED COMPANY STOCK
MID-CAP BLEND FLPSX FIDELITY LOW PRICED STOCK
SMALL VALUE FCPVX FIDELITY SMALL CAP VALUE
MID-CAP VALUE FDVLX FIDELITY VALUE
MID-CAP BLEND FMIMX FMI COMMON STOCK
LARGE BLEND FMIHX FMI LARGE CAP FUND
LARGE GROWTH FMIRX FMI PROVIDENT TRUST STRATEGY FUND
Small Growth FFSCX FORWARD SMALL CAP EQUITY INV CL
LARGE VALUE GCIEX GABELLI EQUITY INCOME FUND
US EQUITY GEYH GLOBAL EMERGING MARKETS
LARGE GROWTH HCAIX HARBOR CAPITAL APPRECIATION INV CL
LARGE BLEND ITHAX HARTFORD CAPITAL APPRECIATION CL A
LARGE BLEND IHCAX HARTFORD CAPITAL APPRECIATION CL B
LARGE BLEND HCACX HARTFORD CAPITAL APPRECIATION CL C
MID-CAP VALUE HRSVX HEARTLAND SELECT VALUE
SMALL VALUE HRTVX HEARTLAND VALUE
SMALL VALUE HRVIX HEARTLAND VALUE PLUS
MID-CAP BLEND HFCGX HENNESSY CORNERSTONE GROWTH
Mid-Cap Growth HDPMX HODGES FUND
MID-CAP BLEND ICBMX ICON MATERIALS
LARGE VALUE LEXCX ING CORPORATE LEADER TRUST
SMALL VALUE JASCX JAMES ADVANTAGE SMALL CAP
LARGE GROWTH JCAPX JANUS ADVISER FORTY CL S
Mid-Cap Growth JORFX JANUS ADVISER ORION CL R
LARGE BLEND JSVAX JANUS CONTRARIAN FUND
Mid-Cap Growth JMGRX JANUS MID CAP VALUE INVST SHS
Mid-Cap Growth JORNX JANUS ORION FUND
LARGE GROWTH JENSX JENSEN PORTFOLIO CLASS J
LARGE GROWTH JORDX JORDAN OPPORTUNITY FUND
LARGE VALUE JTVRX JPMORGAN 100% US TREAS MMKT MORGAN
LARGE BLEND OGEAX JPMORGAN INTERNATL EQUITY INDEX CL A
LARGE VALUE JTVRX JPMORGAN US GOVT MM KT MORGAN SHS
LARGE VALUE JVOAX JPMORGAN VALUE OPPORTUNITIES CL A
SMALL BLEND KSCVX KEELEY SMALL CAP VALUE CLASS A
LARGE BLEND LLPFX LONGLEAF PARTNERS
SMALL BLEND LSCRX LOOMIS SAYLES SMALL CAP VALUE RETAIL
LARGE VALUE ICSLX MAINSTAY ICAP SELECT EQUITY FD CL I
LARGE BLEND EXEYX MANNING & NAPIER EQUITY SERIES
LARGE GROWTH MXXIX MARSICO 21ST CENTURY FUND
LARGE GROWTH MFOCX MARSICO FOCUS
LARGE GROWTH MGRIX MARSICO GROWTH FUND
Mid-Cap Growth MERDX MERIDIAN GROWTH FUND
MID-CAP BLEND MVALX MERIDIAN VALUE FUND
LARGE BLEND SRFCX MFS SECTOR ROTATIONAL CL C
US EQUITY MDS MIDAS FUND
LARGE VALUE MUHLX MUHLENKAMP FUND
LARGE VALUE TEMEX MUTUAL SERIES MUTUAL BEACON CLASS C
LARGE VALUE MUTHX MUTUAL SERIES SHARES CLASS Z
LARGE BLEND NPRTX NEUBERGER BERMAN PARTNERS INVESTOR
MID-CAP BLEND NBRVX NEUBERGER BERMAN REGENCY INVESTOR
MID-CAP BLEND NBREX NEUBERGER BERMAN REGENCY TRUST CLASS
Mid-Cap Growth NNTWX NICHOLAS II INC CLASS N
SMALL VALUE NOSGX NORTHERN SMALL CAP VALUE
LARGE BLEND OAKMX OAKMARK FUND I
LARGE BLEND OAKLX OAKMARK SELECT I
Small Growth OBMCX OBERWEIS MICRO CAP FUND
LARGE BLEND PRILX PARNASSUS EQUITY INCOME PORTFOLIO
SMALL BLEND PREOX PERRITT EMERGING OPPORTUNITIES FUND
LARGE BLEND PSPDX PIMCO STOCKS PLUS CLASS D
Mid-Cap Growth POAGX PRIMECAP ODYSSEY AGG RESSIVE GROWTH FUND
LARGE GROWTH QUAGX QUAKER STRATEGIC GROWTH CLASS A
Mid-Cap Growth RIMMX RAINIER MID CAP EQ PORTFOLIO
Small Growth RHJSX RICE HALL JAMES MICRO CAP PORT INSTL
SMALL BLEND RYOTX ROYCE MICROCAP INVESTMENT CLASS
SMALL VALUE RYPNX ROYCE OPPORTUNITY FUND INVEST CLASS
SMALL BLEND PENNX ROYCE PENNSYLVANIA MUTUAL INVST CLASS
SMALL BLEND RSEFX ROYCE SPECIAL EQUITY INVESTMENT CL
SMALL BLEND RTRIX ROYCE TOTAL RETURN FD INVESTMENT CL
MID-CAP BLEND RPFFX ROYCE VALUE FUND SERVICE CL
Small Growth RVPHX ROYCE VALUE PLUS SERVICE CLASS
MID-CAP BLEND RSVAX RS VALUE FUND CL A
LARGE GROWTH RYOCX RYDEX NASDAQ 100 INV CLASS
SMALL VALUE SCMVX SCHNEIDER SMALL CAP VALUE FUND
MID-CAP VALUE SCMLX SCHNEIDER VALUE FUND
LARGE BLEND SLADX SELECTED AMERICAN SHARES CL D
LARGE BLEND SLASX SELECTED AMERICAN SHARES CL S
MID-CAP BLEND SYVCX SENTINEL MID CAP VALUE CL C
Mid-Cap Growth SMIFX SOUND MIND INVESTING FUND
LARGE VALUE SSHFX SOUND SHORE FD INC
LARGE BLEND FSMKX SPARTAN 500 INDEX INVESTOR CLASS
SMALL BLEND STSCX STRATTON SMALL CAP VALUE FUND
LARGE GROWTH PABGX T ROWE PRICE BLUE CHIP GROWTH ADV CL
LARGE GROWTH TRBCX T ROWE PRICE BLUE CHIP GROWTH INC
LARGE VALUE PRFDX T ROWE PRICE EQUITY INCOME
LARGE VALUE PAFDX T ROWE PRICE EQUITY INCOME ADVISOR CL
LARGE BLEND PREIX T ROWE PRICE EQUITY INDEX TR FD
MID-CAP BLEND PEXMX T ROWE PRICE EXTEND EQU MKT INDEX FUND
LARGE GROWTH PRGFX T ROWE PRICE GROWTH STOCK
LARGE GROWTH TRSAX T ROWE PRICE GROWTH STOCK ADVISOR CL
LARGE BLEND PRGIX T ROWE PRICE INT’L GROWTH & INCOME
Small Growth PRNHX T ROWE PRICE NEW HORIZONS FD INC
SMALL BLEND PRSVX T ROWE PRICE SMALL CAP VALUE FUND
LARGE VALUE TRVLX T ROWE PRICE VALUE
SMALL VALUE TMVSX TAMARACK MICROCAP VALUE CL S
MID-CAP VALUE TCMVX TIAA-CREF INSTL LRG CAP VALUE –RETAIL
MID-CAP VALUE TCMVX TIAA-CREF INSTL MID CAP VALUE –RETAIL
LARGE BLEND TOCQX TOCQUEVILLE FUND
Mid-Cap Growth TBTBX TURNER NEW ENTERPRISE INV CL
Small Growth UMBHX UMB SCOUT SMALL CAP
LARGE BLEND UMBSX UMB SCOUT STOCK
Mid-Cap Growth VLIFX VALUE LINE
Mid-Cap Growth VLEOX VALUE LINE EMERGING OPPORTUNITY
Mid-Cap Growth VALSX VALUE LINE PREMIER GROWTH FUND
LARGE VALUE ACSYX VAN KAMPEN COMSTOCK CLASS C
LARGE BLEND VFINX VANGUARD 500 INDEX FD INVESTOR SHS
LARGE GROWTH VIGRX VANGUARD GROWTH INDEX
Small Growth VISGX VANGUARD INDEX TRUST SMALL CAP GROWTH
LARGE BLEND VLACX VANGUARD LARGE CAP INDEX INV CLASS SH
LARGE BLEND VASGX VANGUARD LIFE STRATEGY GRWTH PORT
Mid-Cap Growth VMGIX VANGUARD MID CAP GRWTH INDX CL INVES
MID-CAP VALUE VMVIX VANGUARD MID CAP INDEX
SMALL BLEND NAESX VANGUARD SMALL CAP STOCK INDEX TRUST
SMALL BLEND VSTCX VANGUARD STRATEGIC SMALL CAP EQ INVT
LARGE BLEND VTI VANGUARD TOTAL STOCK MARKET
LARGE VALUE VIVAX VANGUARD VALUE INDEX
LARGE VALUE VWNFX VANGUARD WINDSOR II
LARGE VALUE FMIEX WASATCH 1ST SOURCE INC EQUITY FD
Small Growth WAAEX WASATCH SMALL CAP GROWTH
MID-CAP BLEND SMCDX WELLS FARGO MID CAP DISCIPLINED FD-INVES
MID-CAP BLEND WPSCX WESTPORT SELECT CAP CLASS I
SMALL VALUE WBVDX WILLIAM BLAIR VALUE DISCOVERY CLASS N
MID-CAP BLEND WSBEX WRIGHT INTERNATIONAL BLUE CHIP
LARGE VALUE YAFFX YACKTMAN FOCUSED FD
LARGE VALUE YACKX YACKTMAN FUND
FIXED INCOME
Inflation-Protected Bond AIANX AMERICAN CENTURY INFLATION ADJ TREAS
WORLD BOND AIBDX AMERICAN CENTURY INTERNATIONAL BOND
Muni National Interm AXBIX AMERICAN CENTURY TAX FREE BOND
High Yield Bond RITCX AMERICAN HIGH INCOME TRUST R3
Intermediate-Term Bond RBFAX AMERICAN INCOME FUND OF AMER R1
Intermediate-Term Bond ABNDX AMERICAN INCOME FUND OF AMERICA CLASS A
SHORT GOVERNMENT ANSTX ANALYTIC SHORT TERM GOVERMENT INSTL
Intermediate-Term Bond BJBGX ARTIO TOTAL RETURN BOND FUND CL A
High Yield Bond BHYAX BLACKROCK HIGH YIELD BOND CLASS A
Intermediate-Term Bond DODIX DODGE & COX INCOME
Intermediate-Term Bond SFXSX DWS CORE FIXED INCOME CLASS S
WORLD BOND SSTGX DWS GLOBAL BOND CLASS S
Intermediate-Term Bond ISHIX FEDERATED BOND CLASS F
High Yield Bond FIHBX FEDERATED HIGH YIELD INSTL FUND
WORLD BOND PSAFX FEDERATED PRUDENT GLOBAL INC FD A
SHORT GOVERNMENT FIGTX FEDERATED US GOVT SECS 2-5 YR INSTL FD
High Yield Bond FHNIX FIDELITY ADVISOR HIGH INCOME ADV CL I
High Yield Bond FAGIX FIDELITY CAPITAL & INCOME
High Yield Bond FAGIX FIDELITY CASH RESERVES
Bank Loan FFRHX FIDELITY FLOATING RATE HIGH INCOME
Intermediate Government FGMNX FIDELITY GINNIE MAE
High Yield Bond SPHIX FIDELITY HIGH INCOME
Emerging Markets Bond FNMIX FIDELITY NEW MARKETS INCOME
Multisector Bond FSICX FIDELITY STRATEGIC INCOME
Intermediate-Term Bond FPNIX FPA NEW INCOME
Multisector Bond FSGCX FRANKLIN STRATEGIC INCOME C
Emerging Markets Bond JEMDX JPMORGAN EMERGING MARKETS DEBT SELECT
High Yield Bond SHICX LEGG MASON PRTN GLOB HI YIELD BOND CL C
Multisector Bond LSBRX LOOMIS SAYLES BOND RETAIL SHARES
WORLD BOND LSGLX LOOMIS SAYLES GLOBAL BOND RETAIL
Intermediate-Term Bond MGFIX MANAGERS BOND
Intermediate-Term Bond MBDFX MANAGERS FREMONT BOND FUND
WORLD BOND NOIFX NORTHERN GLOBAL FIXED INCOME
WORLD BOND OIBNX OPPENHEIMER INTERNAT’L BD CL N
Intermediate-Term Bond PRFIX PARNASSUS FIXED INCOME FUND
Inflation-Protected Bond PRRDX PIMCO COMMODITY REAL RETURN CL D
Emerging Markets Bond PLMDX PIMCO DEVELOPING LOCAL MKTS D
Emerging Markets Bond PELBX PIMCO EMERGING LOCAL BOND FUND CL D
Intermediate Government PGNDX PIMCO GNMA FUND CLASS D
Inflation-Protected Bond PRTCX PIMCO REAL RETURN CLASS C
Inflation-Protected Bond PRRDX PIMCO REAL RETURN CLASS D
Intermediate-Term Bond PTTAX PIMCO TOTAL RETURN CLASS A
Intermediate-Term Bond PTTDX PIMCO TOTAL RETURN CLASS D
Intermediate-Term Bond PTTRX PIMCO TOTAL RETURN INSTL
LONG GOVERNMENT RYADX RYDEX GOVT LONG BOND 1.2X STRATEGY ADV CL
Inflation-Protected Bond PRIPX T ROWE PRICE INFLATION PROT BD FD
WORLD BOND RPIBX T ROWE PRICE INTERNATIONAL BOND
Multisector Bond RPSIX T ROWE PRICE SPECTRUM INCOME
LONG GOVERNMENT PRULX T ROWE PRICE US TREASURY LONG TERM
Intermediate-Term Bond TGLMX TCW TOTAL RETURN BOND CLASS I
WORLD BOND TGBAX TEMPLETON GLOBAL BOND ADVISOR CLASS
Intermediate-Term Bond UMBBX UMB SCOUT BOND
Intermediate-Term Bond VBMFX VANGUARD BOND INDEX TOTAL MARKET
Intermediate Government VFIIX VANGUARD GNMA
Inflation-Protected Bond VIPSX VANGUARD INFLATION PROTECTED SECS
SHORT GOVERNMENT VFISX VANGUARD INTERMED TERM
Intermediate-Term Bond VFICX VANGUARD INTERMED TRM INVST GR INVEST
Intermediate-Term Bond VBIIX VANGUARD INTER-TERM BOND INDEX PORT
Long-Term Bond VWESX VANGUARD LONG TERM INVMT GRADE INV
LONG GOVERNMENT VUSTX VANGUARD LONG TERM US TREASURY
Long-Term Bond VBLTX VANGUARD LONG-TERM BOND INDEX PORT
Short-Term Bond VFSUX VANGUARD SHORT TERM INVMT GRADE ADMIRAL
Short-Term Bond VFSTX VANGUARD SHORT TERM INVMT GRADE INVESTOR
SHORT GOVERNMENT VFISX VANGUARD SHORT TERM TREASURY
Short-Term Bond SSTBX WELLS FARGO SHORT TERM HI YIELD BD-INV
High Yield Bond SSTHX WELLS FARGO SHRT TRM HI YIELD BND CLASS A
Intermediate-Term Bond WTIBX WESTCORE PLUS BOND FUND
Intermediate-Term Bond WACPX WESTERN ASSET CORE PLUS INSTITUTIONAL
REAL ESTATE
REAL ESTATE REAIX AMERICAN CENTURY REAL ESTATE
REAL ESTATE CSRSX COHEN & STEERS REALTY SHARES
REAL ESTATE FRESX FIDELITY REAL ESTATE INVESTMENT
REAL ESTATE CRCRX ING REAL ESTATE FUND CLASS C
REAL ESTATE SUSIX JPMORGAN US REAL ESTATE CLASS A
REAL ESTATE NBRFX NEUBERGER BERMAN REAL ESTATE TRUST CL
Global Real Estate NGREX NORTHERN GLOBAL REAL ESTATE INDEX FD
REAL ESTATE PETDX PIMCO REAL ESTATE REAL RETURN CL D
REAL ESTATE REPIX REAL ESTATE ULTRA SECTOR PRO FD INVSTR
REAL ESTATE SSREX SSGA TUCKERMAN ACTIVE REIT
REAL ESTATE TRREX T ROWE PRICE REAL ESTATE FUND
REAL ESTATE TCREX TIAA-CREF INSTL REAL ESTATE SEC – RETAIL
REAL ESTATE ACRCX VAN KAMPEN REAL ESTATE SEC CLASS C
REAL ESTATE VGSIX VANGUARD REIT INDEX FUND
INTERNATIONAL EQUITY
Foreign Large Blend RERFX AMERICAN EUROPACIFIC GROWTH CL R5
Foreign Large Blend AEPGX AMERICAN EUROPACIFIC GROWTH CLASS A
Foreign Large Blend RERFX AMERICAN EUROPACIFIC GROWTH CLASS F1
WORLD STOCK ANWPX AMERICAN NEW PERSPECTIVE CLASS A
WORLD STOCK SCWCX AMERICAN SMALLCAP WORLD CLASS C
WORLD STOCK SCWFX AMERICAN SMALLCAP WORLD CLASS F1
WORLD STOCK BJGQX ARTIO GLOBAL EQUITY FUND CL A
Foreign Large Blend JETAX ARTIO INTERNATIONAL EQUITY FUND II CL A
WORLD STOCK ARTGX ARTISAN INTERNAT’L INVESTOR CLASS
PACIFIC/ASIA EX-JAPAN STK LNGZX COLUMBIA GREATER CHINA FD CL Z
Foreign Large Growth UMINX COLUMBIA INTL GROWTH CLASS Z
WORLD STOCK DODWX DODGE & COX GLOBAL STOCK FUND
Foreign Large Value DODFX DODGE & COX INTERNATL STOCK FUND
PACIFIC/ASIA EX-JAPAN STK DPCCX DREYFUS GREATER CHINA CL C
PACIFIC/ASIA EX-JAPAN STK DPCRX DREYFUS GREATER CHINA CL I
WORLD STOCK SGSCX DWS GLOBAL OPPORTUNITIES CL S
WORLD STOCK SCOBX DWS GLOBAL THEMATIC CL S
PACIFIC/ASIA EX-JAPAN STK EMGIX EATON VANCE GREATER INDIA FUND CLASS B
WORLD STOCK EKGCX EVERGREEN GLOBAL OPPORTUNITIES CL C
PACIFIC/ASIA EX-JAPAN STK FERIX FIDELITY ADVISOR EMERGING ASIA CL I
Foreign Large Blend FICDX FIDELITY CANADA
PACIFIC/ASIA EX-JAPAN STK FHKCX FIDELITY CHINA REGION
EUROPE STOCK FIEUX FIDELITY EUROPE
EUROPE STOCK FECAX FIDELITY EUROPE CAPITAL APPRECIATION
Foreign Large Blend FIGRX FIDELITY INT’L DISCOVERY
FOREIGN SMALL/MID GROWTH FSCOX FIDELITY INTL SMALL CAP OPP FUND
EUROPE STOCK FNORX FIDELITY NORDIC
Foreign Large Blend FOSFX FIDELITY OVERSEAS
PACIFIC/ASIA EX-JAPAN STK FSEAX FIDELITY SOUTHEAST ASIA
Foreign Small/Mid Value FESOX FIRST EAGLE OVERSEAS CLASS C
FOREIGN SMALL/MID GROWTH PTSCX FORWARD INTERNTL SMALL CO INVESTOR CL
PACIFIC/ASIA EX-JAPAN STK GAADX GUINNESS ATKINSON ASIA PACIFIC DIV
WORLD STOCK HAGVX HARBOR BOND INST
Foreign Large Growth HIIGX HARBOR INTERNATIONAL GROWTH INV CLASS
Foreign Large Blend HAINX HARBOR INTERNATIONAL INSTITUTIONAL FD
Foreign Large Blend HIINX HARBOR INTERNATIONAL INVESTOR SHARES
Foreign Large Growth IVIYX IVY INTERNATIONAL GROWTH FUND CL Y
Foreign Large Growth JAOSX JANUS OVERSEAS
Foreign Large Value JFEAX JPMORGAN INTERNATL VALUE FUND CLASS A
Foreign Large Blend OEIAX JPMORGAN INTERNTL EQUITY FUND CLASS A
EUROPE STOCK VEUAX JPMORGAN INTREPID EUROPEAN CLASS A
WORLD STOCK WWNPX KINETICS PARADIGM FUND
Foreign Large Value ICEUX MAINSTAY ICAP INTERNATIONAL FD I
WORLD STOCK COGZX MARSICO GLOBAL FUND
Foreign Large Growth MIOFX MARSICO INTERNAT’L OPPORTUNITIES
PACIFIC/ASIA EX-JAPAN STK MCHFX MATTHEWS CHINA FUND
PACIFIC/ASIA EX-JAPAN STK MINDX MATTHEWS INDIA FUND
PACIFIC/ASIA EX-JAPAN STK MAKOX MATTHEWS KOREA FUND
EUROPE STOCK MPYMX METZLER PAYDEN EURO EMERGING MKTS CL
WORLD STOCK MDISX MUTUAL SERIES DISCOVERY CLASS Z
EUROPE STOCK MEURX MUTUAL SERIES EUROPEAN CLASS Z
FOREIGN SMALL/MID GROWTH NBISX NEUBERGER BERMAN INT’L INVESTOR CLASS
FOREIGN SMALL/MID GROWTH NBITX NEUBERGER BERMAN INT’L TRUST CLASS
WORLD STOCK NALFX NEW ALTERNATIVES FD
Foreign Small/Mid Value OAKEX OAKMARK INTERNAT’L SMALL CAP I
PACIFIC/ASIA EX-JAPAN STK OBCHX OBERWEIS CHINA OPPORTUNITIES FUND
WORLD STOCK PGVFX POLARIS GLOBAL VALUE
Foreign Large Value QFVOX QUANT FOREIGN VALUE FUND ORDINARY SHS
Foreign Large Blend SSIFX SEXTANT INTRNATIONAL FUND
Foreign Large Blend FSIIX SPARTAN INTL INDEX INVESTOR CLASS
Foreign Large Blend SSAIX SSGA INTERNATIONAL STOCK SELECTION
WORLD STOCK PRGSX T ROWE PRICE GLOBAL STOCK
FOREIGN SMALL/MID GROWTH PRIDX T ROWE PRICE INTL DISCOVERY FUND
Foreign Large Blend PIEQX T ROWE PRICE INTL EQUITY INDEX
PACIFIC/ASIA EX-JAPAN STK PRASX T ROWE PRICE NEW ASIA
WORLD STOCK TEGRX TEMPLETON GROWTH CLASS R
Foreign Small/Mid Value TAVIX THIRD AVENUE INTL VALUE
WORLD STOCK TAVFX THIRD AVENUE VALUE
EUROPE STOCK TMRFX THIRD MILLENNIUM RUSSIA
Foreign Large Blend TGVAX THORNBURG INTL VALUE CL A
Foreign Large Value HINTX THORNBURG INTL VALUE CL INSTL
Foreign Large Value TBGVX TWEEDY BROWNE GLOBAL VALUE FUND
PACIFIC/ASIA EX-JAPAN STK UHPIX ULTRA CHINA PRO FUND – INVESTOR CLASS
Foreign Large Blend UNPIX ULTRA INTERNATIONAL PRO FD
PACIFIC/ASIA EX-JAPAN STK UHPSX ULTRA SHORT CHINA PRO FUND – SERVICE
Foreign Large Blend UMBWX UMB SCOUT INTERNATIONAL
PACIFIC/ASIA EX-JAPAN STK USCOX US GLOBAL INVESTORS CHINA REGION FD
EUROPE STOCK EUROX US GLOBAL REGION EAST EUROPEAN
WORLD STOCK VHGEX VANGUARD GLOBAL EQUITY
Foreign Large Value VTRIX VANGUARD INTERNATL VALUE PORTFOLIO
Foreign Large Blend VWIGX VANGUARD INT’L GROWTH PORTFOLIO
Foreign Large Blend VGTSX VANGUARD TOTAL INTL STOCK INDEX FUND
Foreign Large Growth JVIAX VIRTUS FOREIGN OPPORTUNITES CL A
DIVERSIFIED PACIFIC/ASIA SASPX WELLS FARGO ASIA PACIFIC FD-INVESTOR
WORLD STOCK WGRNX WINTERGREEN FUND
Emerging Market
DIVERSIFIED EMERGING MKTS NWFFX AMERICAN NEW WORLD CLASS F1
Latin America Stock MDLTX BLACKROCK LATIN AMERICA FD CL A
Latin America Stock MCLTX BLACKROCK LATIN AMERICA FD CL C
DIVERSIFIED EMERGING MKTS UMEMX COLUMBIA EMERGING MARKETS CLASS Z
DIVERSIFIED EMERGING MKTS DXELX DIREXION EMERGING MKTS BEAR 2X INVST
Latin America Stock DXZLX DIREXION LATIN AMERICA BULL 2X INV
DIVERSIFIED EMERGING MKTS EITEX EATON VANCE TAX MNGD EMERGING MKTS INSTL
DIVERSIFIED EMERGING MKTS EMGYX EVERGREEN EMERG MKTS GROWTH FUND CLASS C
DIVERSIFIED EMERGING MKTS FEMKX FIDELITY EMERGING MARKETS
Latin America Stock FLATX FIDELITY LATIN AMERICA
DIVERSIFIED EMERGING MKTS GBRCX GOLDMAN SACHS BRIC FD CL C
DIVERSIFIED EMERGING MKTS HLEMX HARDING LOEVNER EMERGING MKT PORT
DIVERSIFIED EMERGING MKTS JFAMX JPMORGAN EMERGING MARKETS EQUITY CL A
DIVERSIFIED EMERGING MKTS LZOEX LAZARD EMERGING MKTS OPEN CLASS
DIVERSIFIED EMERGING MKTS QFFOX QUANTITATIVE EMRG MKTS FD-ORDINARY SHS
DIVERSIFIED EMERGING MKTS SSEMX SSGA EMERGING MARKETS
DIVERSIFIED EMERGING MKTS PRMSX T ROWE PRICE EMERGING MKTS STOCK
Latin America Stock PRLAX T ROWE PRICE LATIN AMERICA FUND
DIVERSIFIED EMERGING MKTS TPBRX TEMPLETON BRIC FD CL C
DIVERSIFIED EMERGING MKTS TREMX T-ROWE PRICE EMERG EURO & MEDITERRANEAN
DIVERSIFIED EMERGING MKTS EMRCX VAN ECK EMERGING MARKETS CL C
DIVERSIFIED EMERGING MKTS VWO VANGUARD EMERGING MARKETS STOCK INDEX
DIVERSIFIED EMERGING MKTS WAEMX WASATCH EMERGING MARKETS SMALL CAP FD
COMMODITIES
COMMODITIES BROAD BASKET DXCLX DIREXION CHINA BULL 2X FUND INVESTOR
COMMODITIES BROAD BASKET GSCCX GOLDMAN SACHS COMMODITY STRAT FD A
COMMODITIES QRAAX OPPENHEIMER COMMOD STRA TOT RETURN CL A
COMMODITIES QRAAX OPPENHEIMER GOLD & SPL MINERALS CL N
COMMODITIES BROAD BASKET RYMEX RYDEX COMMODITIES STRATEGY CL A

Investment model portfolios

We provide two types of investment model portfolios for AMERICAN ELECTRIC POWER SYSTEM RETIREMENT SAVINGS PLAN participants. You can customize and follow a model portfolio in your plan account.

Types of portfolio strategies

These portfolios are proactively monitored and rebalanced on a monthly basis when needed, ensuring it remains in line with its target allocation.

Let us know (Email us) if you need help to create a custom model portfolio for your plan.

Example model portfolios

The following provides historical returns for example model portfolios with a moderate risk profile (at most 60% in stocks) and their comparison with benchmark index funds. You can customize these portfolios according to your own risk profile.

Strategic Asset Allocation Model Portfolio

The following portfolio is based on the MyPlanIQ Strategic Asset Allocation (SAA) strategy.

Tactical Asset Allocation Model Portfolio

The following portfolio is based on the MyPlanIQ Tactical Asset Allocation (TAA) strategy.

The return data shown below all delayed by 3 months. Their latest dates are all the same: 09/30/2016.
AR inception is since 12/31/2000.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
AMERICAN ELECTRIC POWER SYSTEM RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate NA 6.66% 3.05% 4.03% 7.45% 10.22% NA 10.42%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 15.27% 11.00% 16.20% 7.16% 7.04% 7.81% 5.60%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 8.45% 5.33% 8.32% 4.80% 5.95% 6.64% 5.20%

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