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MyPlanIQ 401k Investor The Pinnacle West Capital Corporation Savings Plan

The Pinnacle West Capital Corporation Savings Plan Investment Model Portfolios

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PINNACLE WEST CAPITAL CORPORATION SAVINGS PLAN
Investment Options
Total Available Funds: 12
Asset Class Ticker Description Rating
Others
Conservative Allocation VSCGX Vanguard LifeStrategy Conservative Growth Fund Inst Conservative LifeStyle Fund
Moderate Allocation VSMGX Vanguard LifeStrategy Moderate Growth Fund Inst Moderate LifeStyle Fund
ROOT CASH Money market substitute
INTERNATIONAL EQUITY
Foreign Large Blend CEUFX American FDS EuroPacific Growth Fund R5 International Fund
US EQUITY
LARGE GROWTH IWF SSgA Russell 1000 Growth Index Sec Lndg Fund ClA Large Cap Growth Fund
LARGE VALUE PRFDX T. Rowe Price Equity Income Fund Large Cap Value Fund
LARGE BLEND VASGX Vanguard LifeStrategy Growth Fund Inst Aggressive LifeStyle Fund
FIXED INCOME
Short-Term Bond VFSTX State Street Gov Sec ST Inv Fund Short-Term Investments
Intermediate-Term Bond PTTRX PIMCO Total Return Fund Inst Intermediate Bond Fund
Total Available Funds: 12
Asset Class Ticker Description Rating
Others
Conservative Allocation VSCGX Vanguard LifeStrategy Conservative Growth Fund Inst Conservative LifeStyle Fund
Moderate Allocation VSMGX Vanguard LifeStrategy Moderate Growth Fund Inst Moderate LifeStyle Fund
ROOT CASH Money market substitute
INTERNATIONAL EQUITY
Foreign Large Blend CEUFX American FDS EuroPacific Growth Fund R5 International Fund
US EQUITY
LARGE GROWTH IWF SSgA Russell 1000 Growth Index Sec Lndg Fund ClA Large Cap Growth Fund
LARGE VALUE PRFDX T. Rowe Price Equity Income Fund Large Cap Value Fund
LARGE BLEND VASGX Vanguard LifeStrategy Growth Fund Inst Aggressive LifeStyle Fund
LARGE BLEND SVSPX SSgA S&P 500 Flgshp Sec Lndg Ser Fund Cl A S&P 500 Index Fund
SMALL BLEND MASPX Black Rock Value Opportunities Fund Cl I Small Cap Core Fund
MID-CAP BLEND GTAVX AIM Mid Cap Core Equity Fund Cl I Mid Cap Core Fund
FIXED INCOME
Short-Term Bond VFSTX State Street Gov Sec ST Inv Fund Short-Term Investments
Intermediate-Term Bond PTTRX PIMCO Total Return Fund Inst Intermediate Bond Fund
Total Available Funds: 12
  • 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
Conservative Allocation VSCGX Vanguard LifeStrategy Conservative Growth Fund Inst Conservative LifeStyle Fund 89% 3 60 0 0.12% 5.69%
Moderate Allocation VSMGX Vanguard LifeStrategy Moderate Growth Fund Inst Moderate LifeStyle Fund 83% 3 60 0 0.13% 5.51%
ROOT CASH Money market substitute 0% 1 60 0 NA 2.53%
INTERNATIONAL EQUITY
Foreign Large Blend CEUFX American FDS EuroPacific Growth Fund R5 International Fund 94% 3 60 0 0.9% 14.04%
US EQUITY
LARGE GROWTH IWF SSgA Russell 1000 Growth Index Sec Lndg Fund ClA Large Cap Growth Fund 99% 3 60 0 0.19% 0.42%
LARGE VALUE PRFDX T. Rowe Price Equity Income Fund Large Cap Value Fund 97% 3 60 0 1.23% 4.14%
LARGE BLEND VASGX Vanguard LifeStrategy Growth Fund Inst Aggressive LifeStyle Fund 89% 3 60 0 0.14% 4.44%
LARGE BLEND SVSPX SSgA S&P 500 Flgshp Sec Lndg Ser Fund Cl A S&P 500 Index Fund 75% 3 60 0 0.16% 8.88%
SMALL BLEND MASPX Black Rock Value Opportunities Fund Cl I Small Cap Core Fund 70% 3 60 0 0.73% 5.54%
MID-CAP BLEND GTAVX AIM Mid Cap Core Equity Fund Cl I Mid Cap Core Fund 0% 3 60 0 0.87% 20.45%
FIXED INCOME
Short-Term Bond VFSTX State Street Gov Sec ST Inv Fund Short-Term Investments 99% 3 60 0 0.1% 4.61%
Intermediate-Term Bond PTTRX PIMCO Total Return Fund Inst Intermediate Bond Fund 96% 3 60 0 0.83% 4.63%
Average Expense Ratio: 0.49%
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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 0.5% 15.1% 5.5% 7.5% 7.9% 8.6%

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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:PNW)
The plan consists of 12 funds. It covers 3 major asset classes and 10 minor asset classes. The major asset classes it covers are Fixed Income, US Equity and Foreign Equity.

Pinnacle West Capital Corporation, through its subsidiaries, provides retail and wholesale electric services in the State of Arizona. The company involves in the generation, transmission, and distribution of electricity through coal, nuclear, gas and oil, and renewable resources.



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