CHESAPEAKE ENERGY CORPORATION SAVINGS AND INCENTIVE STOCK BONUS PLAN
Investment Model Portfolios

Chesapeake Energy Corporation, together with its subsidiaries, produces natural gas in the United States. The company focuses on discovering, acquiring, and developing conventional and unconventional natural gas reserves onshore in the United States.

Investment options of CHESAPEAKE ENERGY CORPORATION SAVINGS AND INCENTIVE STOCK BONUS PLAN

Total Available Funds: 26
Asset Class Ticker Description
US EQUITY
LARGE BLEND ANCFX American Fnds Fundamental Investors R4 Fnd Mutual Fund
LARGE GROWTH RGAEX American Fnds Growth Fd of America R4 Fnd Mutual Fund
LARGE BLEND NYVTX Davis New York Venture A Fund Mutual Fund
Small Growth AASOX Alger Small Cap Growth Inst I Fund Mutual Fund
LARGE VALUE ERSTX Eaton Vance Lg-Cap Value A Fund Mutual Fund
Mid-Cap Growth MGOAX Munder Mid-Cap Core Growth A Fund Mutual Fund
MID-CAP VALUE GSMCX Goldman Sachs MidCap Value I Sep Acct Pooled Separate Account
LARGE BLEND PLFPX Principal LargeCap S&P 500 Index Sep. Acct Pooled Separate Account
MID-CAP BLEND MPSIX Principal MidCap S&P 400 Index Sep Acct Pooled Separate Account
SMALL BLEND PSSIX Principal SmallCap S&P 600 Index Sep Acct Pooled Separate Account
SMALL VALUE PVSIX Principal SmallCap Value Sep Acct Pooled Separate Account
FIXED INCOME
Intermediate-Term Bond PTRAX PIMCO Total Return Admin Fund Mutual Fund
Others
Retirement Income RZLTX Russell Lpts’ In Retirement R2 Fund Mutual Fund
Target Date 2000-2010 RJLTX Russell Lpts’ 2010 Stra R2 Fund Mutual Fund
Target Date 2011-2015 RKLTX Russell Lpts’ 2015 Stra R2 Fund Mutual Fund
Target Date 2016-2020 RLLTX Russell Lpts’ 2020 Stra R2 Fund Mutual Fund
Target Date 2021-2025 RPLTX Russell Lpts’ 2025 Stra R2 Fund Mutual Fund
Target Date 2026-2030 RRLTX Russell Lpts’ 2030 Stra R2 Fund Mutual Fund
Target Date 2031-2035 RVLTX Russell Lpts’ 2035 Stra R2 Fund Mutual Fund
Target Date 2036-2040 RXLTX Russell Lpts’ 2040 Stra R2 Fund Mutual Fund
Target Date 2041-2045 RWLTX Russell Lpts’ 2045 Stra R2 Fund Mutual Fund
Target Date 2050+ RYLTX Russell Lpts’ 2050 Stra R2 Fund Mutual Fund
ROOT CASH Money market substitute
INTERNATIONAL EQUITY
Foreign Large Blend DIISX Dreyfus International Stock Index Fund Mutual Fund
Foreign Large Blend PIIIX Principal Diversified International Sep Acct Pooled Separate Account
REAL ESTATE
REAL ESTATE PIREX Principal Real Estate Secs Sep Acct Pooled Separate Account

Investment model portfolios

We provide two types of investment model portfolios for CHESAPEAKE ENERGY CORPORATION SAVINGS AND INCENTIVE STOCK BONUS 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.

The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
AR inception is since 12/31/2000.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
CHESAPEAKE ENERGY CORPORATION SAVINGS AND INCENTIVE STOCK BONUS PLAN Tactical Asset Allocation Moderate NA 21.18% 4.44% 11.17% 9.38% 9.78% 10.36% 9.84%
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%

Retirement Plan (401(k)) Info for CHESAPEAKE ENERGY CORPORATION SAVINGS AND INCENTIVE STOCK BONUS PLAN

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