Select Page

DUKE ENERGY RSP FOR LEGACY CINERGY UNION EMPLOYEES (IBEW 1393)
Investment Model Portfolios

Investment options of DUKE ENERGY RSP FOR LEGACY CINERGY UNION EMPLOYEES (IBEW 1393)

Total Available Funds: 21
Asset Class Ticker Description
Others
EQUITY DUKE DUKE STOCK
not found no ticker POST RETIREMENT FUND
Target Date 2000-2010 VTENX RETIREMENT FUND 2010
Target Date 2011-2015 VTXVX RETIREMENT FUND 2015
Target Date 2016-2020 VTWNX RETIREMENT FUND 2020
Target Date 2021-2025 VTTVX RETIREMENT FUND 2025
Target Date 2026-2030 VTHRX RETIREMENT FUND 2030
Target Date 2031-2035 VTTHX RETIREMENT FUND 2035
Target Date 2036-2040 VFORX RETIREMENT FUND 2040
Target Date 2041-2045 VTIVX RETIREMENT FUND 2045
Target Date 2046-2050 VFIFX RETIREMENT FUND 2050
Target Date 2051+ VFFVX RETIREMENT FUND 2055
FIXED INCOME
FIXED INCOME VBMFX FIXED INCOME BLEND
SHORT GOVERNMENT STABLEVALUE STABLE VALUE FUND
INTERNATIONAL EQUITY
INTERNATIONAL EQUITY VGTSX NON-US EQUITY BLEND
REAL ESTATE
Global Real Estate RRGIX RREEF GLB REAL EST
US EQUITY
US EQUITY VTSMX US EQ ALL CAP BLEND
LARGE GROWTH VWUSX US EQ LARGE CAP GRTH
LARGE BLEND VFINX US EQ S&P 500 INDEX
LARGE VALUE VIVAX US EQUITY LG CAP VAL
MID-CAP BLEND HSMAX US EQUITY SM/MID CAP

Investment model portfolios

We provide two types of investment model portfolios for DUKE ENERGY RSP FOR LEGACY CINERGY UNION EMPLOYEES (IBEW 1393) 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.

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
DUKE ENERGY RSP FOR LEGACY CINERGY UNION EMPLOYEES (IBEW 1393) Strategic Asset Allocation - Optimal Moderate NA 34.27% 12.71% 13.03% 9.11% 8.88% 7.33% 6.57%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 37.82% 8.86% 15.20% 12.89% 14.04% 10.46% 8.70%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 22.89% 2.25% 6.63% 6.01% 7.19% 6.10% 5.79%
Data as of 10/31/2024, AR inception is 12/31/2000

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
DUKE ENERGY RSP FOR LEGACY CINERGY UNION EMPLOYEES (IBEW 1393) Tactical Asset Allocation Moderate NA 33.77% 11.89% 12.08% 7.35% 6.55% 6.81% 7.39%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 37.82% 8.86% 15.20% 12.89% 14.04% 10.46% 8.70%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 22.89% 2.25% 6.63% 6.01% 7.19% 6.10% 5.79%
Data as of 10/31/2024, AR inception is 12/31/2000