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Great Plains Energy Incorporated 401(k) Savings Plan
Investment Model Portfolios

Investment options of Great Plains Energy Incorporated 401(k) Savings Plan

Total Available Funds: 46
Asset Class Ticker Description
Others
unknown unknown JPMorgan Stable Asset Income Fund Common/Collective Tr Fund
Moderate Allocation FPURX Fidelity Puritan Fund
Target Date 2011-2015 ARNIX American Century Livestrong 2025
Target Date 2011-2015 ARNIX American Century Livestrong 2015
Target Date 2031-2035 ARYRX American Century Livestrong 2035
Retirement Income ATTIX American Century Livestrong Income Fund
Target Date 2016-2020 ARBSX American Century Livestrong 2020
Target Date 2026-2030 ARCSX American Century Livestrong 2030
Retirement Income TRRIX T. Rowe Price Retirement Equity Income Fund
Target Date 2041-2045 AOOIX American Century Livestrong 2045
Moderate Allocation RLBFX American Funds Balanced Fund
Target Date 2036-2040 ARDSX American Century Livestrong 2040
ROOT ASOIX American Beacon Small Cap Value Fund
Target Date 2050+ ARFSX American Century Livestrong 2050
Financial FSLBX CISC Brokerage Account
US EQUITY
Mid-Cap Growth ARTMX Artisan Mid Cap Fund-Investor Class
LARGE GROWTH RGAFX American Funds Growth Fund
LARGE GROWTH FMAGX Fidelity Magellan Fund
US EQUITY ADF Fidelity Managed Income Portfolio Common/Collective Tr Fund
LARGE BLEND ANCFX American Funds Fundamental Investors R5 Fund
LARGE GROWTH FDCAX Fidelity Capital app Fund
SMALL VALUE ACVIX American Century Small Cap Value Fund
MID-CAP BLEND VEXMX Vanguard Extended Mkt Index Fund
LARGE VALUE AAGPX American Beacon Large Cap Value Inv Fund
LARGE BLEND NYVRX Davis NY Venture Fund
SMALL BLEND FSLCX Fidelity Small Cap Stock Fund
MID-CAP BLEND FLPSX Fidelity Low-Priced Stock Fund
LARGE GROWTH VMRAX Vanguard Morgan Growth Adm Fund
LARGE BLEND ACQIX American Century Equity Index Institutional Fund
Small Growth MGSEX Managers Special Equity Fund
MID-CAP VALUE HWMRX Hotchkis & Wiley Mid-Cap Value Fund
LARGE BLEND FUSEX Fidelity Spartan 500 Equity Index Investment Fund
LARGE BLEND SVSPX SSgA S&P 500 Index NL-C Fund
MID-CAP VALUE JMCVX Perkins Mid Cap Value Fund-I
MID-CAP BLEND FSEMX Fidelity Spartan Extended Market Fund
INTERNATIONAL EQUITY
Foreign Large Growth FDIVX Fidelity Diversified International Fund
Foreign Large Blend VGTSX Pacific Investment Management Company Total Return Fund-Inst Class
Foreign Large Blend HAINX Harbor International Fund – Institutional
Foreign Large Blend FSIIX Fidelity Spartan International Index Fund
FIXED INCOME
Intermediate-Term Bond VBIIX Vanguard interm Bond Index Fund
WORLD BOND BEGBX American Century International Growth Inv Fund
Inflation-Protected Bond VIPSX Vanguard Inflation Protection Securities Fund
Intermediate-Term Bond HLIPX JPMorgan Core Plus Bond Select Fund
Emerging Markets Bond EDD Morgan Stanley Institutional Emerging Markets I
High Yield Bond VWEAX Vanguard High-Yield Corporate-Admiral Fund
High Yield Bond GSHAX Goldman Sachs High Yield A Fund

Investment model portfolios

We provide two types of investment model portfolios for Great Plains Energy Incorporated 401(k) 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
Great Plains Energy Incorporated 401(k) Savings Plan Tactical Asset Allocation Moderate NA 20.10% -0.34% 4.78% 4.19% 5.41% 6.12% 6.93%
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

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