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CALPINE CORPORATION RETIREMENT SAVINGS PLAN
Investment Model Portfolios

Investment options of CALPINE CORPORATION RETIREMENT SAVINGS PLAN

Total Available Funds: 17
Asset Class Ticker Description
INTERNATIONAL EQUITY
Foreign Large Blend JETIX Artio Global Investment Funds: Artio International Equity Fund II; Class I Shares
Foreign Large Blend FSIIX Fidelity Concord Street Trust: Spartan International Index Fund; Investor Class Shares
Foreign Large Blend JETAX Artio Global Investment Funds: Artio International Equity Fund II; Class A Shares
US EQUITY
Small Growth BCSSX Brown Capital Management Mutual Funds: Brown Capital Management Small Company Fund; Institutional Share
Mid-Cap Growth MGOYX Munder Series Trust: Munder Mid-Cap Core Growth Fund; Class Y Shares
LARGE VALUE MSYSX Managers AMG Funds: Systematic Value Fund; Institutional Class Shares
LARGE BLEND FXSIX Fidelity Concord Street Trust: Spartan 500 Index Fund; Institutional Class Shares
SMALL VALUE VSCVX Munder Series Trust: Munder Veracity Small-Cap Value Fund; Class A Shares
LARGE GROWTH RGAEX Growth Fund of America
LARGE GROWTH RGAFX Growth Fund of America
Others
ROOT FRTXX Fidelity Money Market Trust: Retirement Money Market Portfolio
Target Date 2000-2010 FFKCX Fidelity Aberdeen Street Trust: Fidelity Freedom K 2010 Fund
Moderate Allocation FBAKX Fidelity Puritan Trust: Fidelity Balanced Fund; Class K Shares
Retirement Income FFKAX Fidelity Aberdeen Street Trust: Fidelity Freedom K Income Fund
Moderate Allocation FBALX Fidelity Puritan Trust: Fidelity Balanced Fund
Target Date 2000-2010 FFKBX Fidelity Aberdeen Street Trust: Fidelity Freedom K 2000 Fund
FIXED INCOME
Intermediate-Term Bond MWTRX Metropolitan West Funds: Total Return Bond Fund; Class M Shares

Investment model portfolios

We provide two types of investment model portfolios for CALPINE CORPORATION 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.