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MyPlanIQ 401k Investor CHESAPEAKE ENERGY CORPORATION SAVINGS AND INCENTIVE STOCK BONUS PLAN

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

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CHESAPEAKE ENERGY CORPORATION SAVINGS AND INCENTIVE STOCK BONUS PLAN
Investment Options
Total Available Funds: 26
Asset Class Ticker Description Rating
Others
ROOT CASH Money market substitute
Target Date 2050+ RYLTX Russell Lpts’ 2050 Stra R2 Fund Mutual Fund
Target Date 2041-2045 RWLTX Russell Lpts’ 2045 Stra R2 Fund Mutual Fund
INTERNATIONAL EQUITY
Foreign Large Blend PIIIX Principal Diversified International Sep Acct Pooled Separate Account
Foreign Large Blend DIISX Dreyfus International Stock Index Fund Mutual Fund
US EQUITY
LARGE BLEND NYVTX Davis New York Venture A Fund Mutual Fund
MID-CAP VALUE GSMCX Goldman Sachs MidCap Value I Sep Acct Pooled Separate Account
MID-CAP BLEND MPSIX Principal MidCap S&P 400 Index Sep Acct Pooled Separate Account
REAL ESTATE
REAL ESTATE PIREX Principal Real Estate Secs Sep Acct Pooled Separate Account
Total Available Funds: 26
Asset Class Ticker Description Rating
Others
ROOT CASH Money market substitute
Target Date 2050+ RYLTX Russell Lpts’ 2050 Stra R2 Fund Mutual Fund
Target Date 2041-2045 RWLTX Russell Lpts’ 2045 Stra R2 Fund Mutual Fund
Target Date 2036-2040 RXLTX Russell Lpts’ 2040 Stra R2 Fund Mutual Fund
Target Date 2031-2035 RVLTX Russell Lpts’ 2035 Stra R2 Fund Mutual Fund
Target Date 2026-2030 RRLTX Russell Lpts’ 2030 Stra R2 Fund Mutual Fund
Target Date 2021-2025 RPLTX Russell Lpts’ 2025 Stra R2 Fund Mutual Fund
Target Date 2016-2020 RLLTX Russell Lpts’ 2020 Stra R2 Fund Mutual Fund
Target Date 2011-2015 RKLTX Russell Lpts’ 2015 Stra R2 Fund Mutual Fund
Target Date 2000-2010 RJLTX Russell Lpts’ 2010 Stra R2 Fund Mutual Fund
Retirement Income RZLTX Russell Lpts’ In Retirement R2 Fund Mutual Fund
INTERNATIONAL EQUITY
Foreign Large Blend PIIIX Principal Diversified International Sep Acct Pooled Separate Account
Foreign Large Blend DIISX Dreyfus International Stock Index Fund Mutual Fund
US EQUITY
LARGE BLEND NYVTX Davis New York Venture A Fund Mutual Fund
MID-CAP VALUE GSMCX Goldman Sachs MidCap Value I 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
LARGE BLEND PLFPX Principal LargeCap S&P 500 Index Sep. Acct Pooled Separate Account
Small Growth AASOX Alger Small Cap Growth Inst I Fund Mutual Fund
LARGE BLEND ANCFX American Fnds Fundamental Investors R4 Fnd Mutual Fund
LARGE VALUE ERSTX Eaton Vance Lg-Cap Value A Fund Mutual Fund
LARGE GROWTH RGAEX American Fnds Growth Fd of America R4 Fnd Mutual Fund
Mid-Cap Growth MGOAX Munder Mid-Cap Core Growth A Fund Mutual Fund
SMALL VALUE PVSIX Principal SmallCap Value Sep Acct Pooled Separate Account
REAL ESTATE
REAL ESTATE PIREX Principal Real Estate Secs Sep Acct Pooled Separate Account
FIXED INCOME
Intermediate-Term Bond PTRAX PIMCO Total Return Admin Fund Mutual Fund
Total Available Funds: 26
  • R*: Redemption (Minimum months to hold).
  • RT: Round Trip (number of times allowed to buy/sell in trailing 12 months).
  • WP: Waiting Period (minimum months to wait before buy again).
  • M*:Mark (p: proxy, n: not used).
Asset Class Ticker Description Rating R* RT WP Expense Yield
Others
ROOT CASH Money market substitute 0% 1 60 0 NA 2.53%
Target Date 2050+ RYLTX Russell Lpts’ 2050 Stra R2 Fund Mutual Fund 0% 3 60 0 1.09% 0.1%
Target Date 2041-2045 RWLTX Russell Lpts’ 2045 Stra R2 Fund Mutual Fund 0% 3 60 0 1.09% 0.11%
Target Date 2036-2040 RXLTX Russell Lpts’ 2040 Stra R2 Fund Mutual Fund 0% 3 60 0 1.09% 0.1%
Target Date 2031-2035 RVLTX Russell Lpts’ 2035 Stra R2 Fund Mutual Fund 0% 3 60 0 1.09% 0.1%
Target Date 2026-2030 RRLTX Russell Lpts’ 2030 Stra R2 Fund Mutual Fund 0% 3 60 0 1.06% 0.16%
Target Date 2021-2025 RPLTX Russell Lpts’ 2025 Stra R2 Fund Mutual Fund 0% 3 60 0 1.01% 0.21%
Target Date 2016-2020 RLLTX Russell Lpts’ 2020 Stra R2 Fund Mutual Fund 0% 3 60 0 0.95% 0.26%
Target Date 2011-2015 RKLTX Russell Lpts’ 2015 Stra R2 Fund Mutual Fund 0% 3 60 0 0.9% 0.27%
Target Date 2000-2010 RJLTX Russell Lpts’ 2010 Stra R2 Fund Mutual Fund 0% 3 60 0 NA 3.94%
Retirement Income RZLTX Russell Lpts’ In Retirement R2 Fund Mutual Fund 0% 3 60 0 0.88% 0.29%
INTERNATIONAL EQUITY
Foreign Large Blend PIIIX Principal Diversified International Sep Acct Pooled Separate Account 89% 3 60 0 0.78% 2.84%
Foreign Large Blend DIISX Dreyfus International Stock Index Fund Mutual Fund 0% 3 60 0 NA NA
US EQUITY
LARGE BLEND NYVTX Davis New York Venture A Fund Mutual Fund 92% 3 60 0 1.75% 12.3%
MID-CAP VALUE GSMCX Goldman Sachs MidCap Value I Sep Acct Pooled Separate Account 83% 3 60 0 1.18% 14.16%
MID-CAP BLEND MPSIX Principal MidCap S&P 400 Index Sep Acct Pooled Separate Account 82% 3 60 0 0.42% 9.1%
SMALL BLEND PSSIX Principal SmallCap S&P 600 Index Sep Acct Pooled Separate Account 77% 3 60 0 0.54% 11.28%
LARGE BLEND PLFPX Principal LargeCap S&P 500 Index Sep. Acct Pooled Separate Account 71% 3 60 0 0.52% 3%
Small Growth AASOX Alger Small Cap Growth Inst I Fund Mutual Fund 54% 3 60 0 1% 1.38%
LARGE BLEND ANCFX American Fnds Fundamental Investors R4 Fnd Mutual Fund 52% 3 60 0 0.28% 9.29%
LARGE VALUE ERSTX Eaton Vance Lg-Cap Value A Fund Mutual Fund 46% 3 60 0 1.27% 6.11%
LARGE GROWTH RGAEX American Fnds Growth Fd of America R4 Fnd Mutual Fund 39% 3 60 0 0.3% 11.29%
Mid-Cap Growth MGOAX Munder Mid-Cap Core Growth A Fund Mutual Fund 39% 3 60 0 1.57% 21.88%
SMALL VALUE PVSIX Principal SmallCap Value Sep Acct Pooled Separate Account 0% 3 60 0 NA 0%
REAL ESTATE
REAL ESTATE PIREX Principal Real Estate Secs Sep Acct Pooled Separate Account 81% 3 60 0 1.99% 2.53%
FIXED INCOME
Intermediate-Term Bond PTRAX PIMCO Total Return Admin Fund Mutual Fund 66% 3 60 0 0.8% 4.37%
Average Expense Ratio: 0.96%
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Model Portfolios
Strategic Asset Allocation - Optimal: Click here to see this strategy description
Optimal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click to Create Model Portfolio

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Tactical Asset Allocation: Click here to see this strategy description
Dynamic Asset Switching YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow -0.4% 3.7% 2.9% 9.4% 8.4% 8.9%

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Asset Allocation Composite: Click here to see this strategy description
Strategic Asset Allocation with Dynamic Risk Adjustment YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click to Create Model Portfolio

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*     AR: Annualized Return
**   YTD: Year to Date (not annualized)
*** The above portfolios are of moderate risk, which means that more than 40% of assets are in fixed income funds.


Description(Ticker:CHK)
The plan consists of 26 funds. It covers 4 major asset classes and 22 minor asset classes. The major asset classes it covers are US Equity, Fixed Income, Foreign Equity and REITs.

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.



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