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WISCONSIN ENERGY CORPORATION EMPLOYEE RETIREMENT SAVINGS PLAN
Investment Model Portfolios

Wisconsin Energy Corporation, through its subsidiaries, generates and distributes electricity in the southeastern, east central, and northern Wisconsin, as well as in the upper peninsula of Michigan.

Investment options of WISCONSIN ENERGY CORPORATION EMPLOYEE RETIREMENT SAVINGS PLAN

Total Available Funds: 27
Asset Class Ticker Description
US EQUITY
LARGE GROWTH FDGRX Fidelity Growth Company
LARGE VALUE MEIJX MFS Value R4
MID-CAP BLEND FLPKX Fidelity Low-Priced Stock
MID-CAP BLEND VIMSX Vanguard Mid-Cap Index Fund Institutional Shares
SMALL BLEND FSLCX Fidelity Small Cap Stock
LARGE BLEND FSTMX Spartan Total Market Index
SMALL BLEND NAESX Vanguard Small Cap Index Inv CL
LARGE BLEND FUSEX Fidelity U.S. Equity Index Pool
INTERNATIONAL EQUITY
Foreign Large Growth FDIVX Fidelity Diversified International
Foreign Large Blend FSIIX Spartan International Index
FOREIGN SMALL/MID GROWTH MIDJX MFS International New Discovery Fund Class R4
Others
Moderate Allocation FBALX Fidelity Balanced
ROOT CASH Fidelity Ret Government Money Market
Target Date 2016-2020 FFFDX Fidelity Freedom 2020
Target Date 2000-2010 FFFCX Fidelity Freedom 2010
Target Date 2011-2015 FFVFX Fidelity Freedom 2015
Target Date 2021-2025 FFTWX Fidelity Freedom 2025
Target Date 2026-2030 FFFEX Fidelity Freedom 2030
Target Date 2031-2035 FFTHX Fidelity Freedom 2035
Target Date 2036-2040 FFFFX Fidelity Freedom 2040
Retirement Income FFFAX Fidelity Freedom Income
Target Date 2000-2010 FFFVX Fidelity Freedom 2005
Target Date 2041-2045 FFFGX Fidelity Freedom 2045
Target Date 2050+ FFFHX Fidelity Freedom 2050
FIXED INCOME
Intermediate-Term Bond VBIIX Vanguard Intermediate-Term Bond Index Fund Signal
Inflation-Protected Bond VIPSX Vanguard Inflation Protected Securities
Short-Term Bond VBISX Vanguard Short-Term Bond Index Inv CL

Investment model portfolios

We provide two types of investment model portfolios for WISCONSIN ENERGY CORPORATION EMPLOYEE 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.

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
Wisconsin Energy Corporation Employee Retirement Savings Plan Tactical Asset Allocation Moderate NA -1.30% -0.10% 2.62% 3.00% 5.55% 5.74% 6.37%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 9.98% 9.75% 10.95% 11.06% 12.38% 9.19% 7.54%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 6.25% 1.68% 4.40% 4.69% 6.67% 5.54% 5.08%
Data as of 10/31/2023, AR inception is 12/31/2000

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