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WISCONSIN PUBLIC SERVICE CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN
Investment Model Portfolios

Investment options of WISCONSIN PUBLIC SERVICE CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN

Total Available Funds: 19
Asset Class Ticker Description
FIXED INCOME
Short-Term Bond SSHIX Wells Fargo Short-Term Investment Money Market Fund
Multisector Bond ACG AllianceBernstein International Value Fund Mutual fund
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index Fund Mutual fund
ULTRASHORT BOND NVSIX Wells Fargo Stable Return Fund Common collective trust
INTERNATIONAL EQUITY
Foreign Large Growth AIEVX AIM International Growth Fund Mutual fund
US EQUITY
LARGE GROWTH CGFFX American Funds Growth Fund of America Mutual fund
SMALL VALUE ARTVX Artisan Small Cap Fund Mutual fund
LARGE VALUE DODGX Dodge & Cox Stock Fund Mutual fund
SMALL BLEND LSCRX Loomis Sayles Small Cap Value Fund Mutual fund
LARGE BLEND NPRTX Neuberger Berman Partners Fund Mutual fund
LARGE BLEND VTI Vanguard Total Stock Market Index Fund Mutual fund
Others
Moderate Allocation FBALX Fidelity Balanced Fund Mutual fund
Retirement Income VTINX Vanguard Target Retirement Fund Mutual fund
Target Date 2000-2010 VTOVX Vanguard Target Retirement 2005 Fund Mutual fund
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015 Fund Mutual fund
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Fund Mutual fund
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035 Fund Mutual fund
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Fund Mutual fund
ROOT CASH Money market substitute

Investment model portfolios

We provide two types of investment model portfolios for WISCONSIN PUBLIC SERVICE CORPORATION EMPLOYEE STOCK OWNERSHIP 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.