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OGE ENERGY CORP.EMPLOYEES’ STOCK OWNERSHIP AND RETIREMENT SAVINGS PLAN
Investment Model Portfolios

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Investment options of OGE ENERGY CORP.EMPLOYEES’ STOCK OWNERSHIP AND RETIREMENT SAVINGS PLAN

Total Available Funds: 29
Asset Class Ticker Description
Others
ROOT CASH Fidelity Mgmt. Trust Co.Interest-bearing cash
Retirement Income FFFAX Fidelity Freedom Income Fund
Target Date 2016-2020 FFFDX Fidelity Mgmt. Trust Co.Freedom 2000 Fund
Target Date 2000-2010 FFFVX Fidelity Mgmt. Trust Co.Freedom 2005 Fund
Target Date 2000-2010 FFFCX Fidelity Mgmt. Trust Co.Freedom 2010 Fund
Target Date 2011-2015 FFVFX Fidelity Mgmt. Trust Co.Freedom 2015 Fund
Target Date 2016-2020 FFFDX Fidelity Mgmt. Trust Co.Freedom 2020 Fund
Target Date 2021-2025 FFTWX Fidelity Mgmt. Trust Co.Freedom 2025 Fund
Target Date 2026-2030 FFFEX Fidelity Mgmt. Trust Co.Freedom 2030 Fund
Target Date 2031-2035 FFTHX Fidelity Mgmt. Trust Co.Freedom 2035 Fund
Target Date 2036-2040 FFFFX Fidelity Mgmt. Trust Co.Freedom 2040 Fund
Target Date 2041-2045 FFFGX Fidelity Mgmt. Trust Co.Freedom 2045 Fund
Target Date 2050+ FFFHX Fidelity Mgmt. Trust Co.Freedom 2050 Fund
unknown unknown Fidelity Mgmt. Trust Co.Managed Income Portfolio
INTERNATIONAL EQUITY
Foreign Large Growth FIGFX Fidelity International Growth A Fund
Foreign Large Blend AEPGX American Funds EuroPacific Growth Fund
US EQUITY
LARGE VALUE AAGPX American Beacon Large Cap Value Fund
LARGE GROWTH CVGRX Calamos Growth A Fund
LARGE GROWTH TRBCX Blue Chip Growth Fund
LARGE GROWTH FCNTX Fidelity Mgmt. Trust Co.Contrafund,
MID-CAP BLEND FLPSX Fidelity Mgmt. Trust Co.Low Price Stock Fund
SMALL BLEND FSLCX Fidelity Mgmt. Trust Co.Small Cap Stock Fund
MID-CAP VALUE GCMAX Goldman Sachs Mid Cap Value A Fund
LARGE BLEND FSTMX Spartan Total Market Index Fund
LARGE BLEND SICWX Sentinel Common Stock Fund
LARGE GROWTH RAIEX Rainier Large Cap Equity Portfolio
Mid-Cap Growth RPMGX T. Rowe Price Mid Cap Growth Advisor Class
SMALL BLEND SSMVX Wells Fargo Advantage Small Cap Value Fund (Investor Class), mutual fund
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCOTotal Return Fund

Investment model portfolios

We provide two types of investment model portfolios for OGE ENERGY CORP.EMPLOYEES’ STOCK OWNERSHIP AND 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
OGE ENERGY CORP.EMPLOYEES’ STOCK OWNERSHIP AND RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate NA -0.08% -1.39% 0.87% 2.81% 4.24% 5.08% 5.57%
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