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RRI Energy, Inc. Savings Plan
Investment Model Portfolios

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Investment options of RRI Energy, Inc. Savings Plan

Total Available Funds: 36
Asset Class Ticker Description
INTERNATIONAL EQUITY
Foreign Large Blend AEPGX American Funds: EuroPacific Growth Fund Class A
WORLD STOCK ANWPX American Funds: New Perspective Fund Class A
Foreign Large Growth ARTIX Artisan International Fund Investor Class
Foreign Large Blend VGTSX Vanguard Total International Stock Index Fund
US EQUITY
LARGE GROWTH AGTHX American Funds: Growth Fund of Amer Class A
LARGE BLEND NYVTX Davis NY Venture Fund Inc. Class A Shares
SMALL BLEND NBGEX Neuberger Berman Genesis Tr
LARGE VALUE PRFDX T. Rowe Price Retirement Equity Income Fund Advisor Class
SMALL BLEND PASSX T. Rowe Small-Cap Stock Fund Advisor Class
Small Growth TSCEX Turner Small Cap Growth Fund Class I Shares
LARGE BLEND VFINX Vanguard 500 Index Fund Investor Shares
LARGE GROWTH VHCOX Vanguard Capital Opportunity Fund Investor Share
LARGE BLEND VDIGX Vanguard Dividend Growth Fund
LARGE GROWTH VGEQX Vanguard Growth Equity Fund
LARGE GROWTH VPMCX Vanguard PRIMECAP Fund Investor Shares
LARGE BLEND VTSMX Vanguard Total Stock Mkt Index Fund Investor Shares
LARGE VALUE VWNFX Vanguard Windsor II Fund Investor Shares
US EQUITY CNP CenterPoint Energy Stock Fund
MID-CAP BLEND FMIMX RRI Energy Common Stock Fund
Others
Moderate Allocation DODBX Dodge Cox Balanced Fund
ROOT CASH Vanguard Prime Money Mkt Fund
Target Date 2000-2010 VTOVX Vanguard Target rtmt 2005 Fund
Target Date 2000-2010 VTENX Vanguard Target rtmt 2010 Fund
Target Date 2011-2015 VTXVX Vanguard Target rtmt 2015 Fund
Target Date 2016-2020 VTWNX Vanguard Target rtmt 2020 Fund
Target Date 2021-2025 VTTVX Vanguard Target rtmt 2025 Fund
Target Date 2026-2030 VTHRX Vanguard Target rtmt 2030 Fund
Target Date 2031-2035 VTTHX Vanguard Target rtmt 2035 Fund
Target Date 2036-2040 VFORX Vanguard Target rtmt 2040 Fund
Target Date 2041-2045 VTIVX Vanguard Target rtmt 2045 Fund
Target Date 2050+ VFIFX Vanguard Target rtmt 2050 Fund
Retirement Income VTINX Vanguard Target rtmt Income Fund
unknown unknown Vanguard rtmt Savings Tr Common/Collective Tr
FIXED INCOME
Intermediate-Term Bond PTRAX Pacific Investment Management Company Total Return Fund Administrative Class
Inflation-Protected Bond VIPSX Vanguard Inflation-Protected Securities Fund Investor Shares
Intermediate-Term Bond VBMFX Vanguard Total Bond Mkt Index Fund Investor Shares

Investment model portfolios

We provide two types of investment model portfolios for RRI Energy, Inc. 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
RRI Energy, Inc. Savings Plan Tactical Asset Allocation Moderate NA 17.82% -1.26% 4.39% 4.53% 5.91% 6.29% 6.88%
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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