MyPlanIQ 401k Investor NORTHWEST NATURAL GAS COMPANY RETIREMENT K SAVINGS PLAN

NORTHWEST NATURAL GAS COMPANY RETIREMENT K SAVINGS PLAN Investment Model Portfolios

This Plan is unrated.
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NORTHWEST NATURAL GAS COMPANY RETIREMENT K SAVINGS PLAN
Investment Options
Total Available Funds: 24
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Value DODFX Dodge Cox International Stock Fund
Foreign Large Blend ARTIX Artisan International Fund
Others
Target Date 2036-2040 TRRDX T. Rowe Price rtmt 2040 Fund
Target Date 2026-2030 TRRCX T. Rowe Price rtmt 2030 Fund
Target Date 2016-2020 TRRBX T. Rowe Price rtmt 2020 Fund
US EQUITY
LARGE GROWTH TRBCX T. Rowe Price Blue Chip Growth Fund
LARGE BLEND VFINX Vanguard 500 Index Fund
Mid-Cap Growth RPMGX T. Rowe Price Mid-Cap Growth Fund
FIXED INCOME
Short-Term Bond PRWBX T. Rowe Price Short-Term Bond Fund
Multisector Bond RPSIX T. Rowe Price Spectrum Income Fund
Intermediate-Term Bond PTRAX Pacific Investment Management Company Total Return Admin.
Total Available Funds: 24
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Value DODFX Dodge Cox International Stock Fund
Foreign Large Blend ARTIX Artisan International Fund
Others
Target Date 2036-2040 TRRDX T. Rowe Price rtmt 2040 Fund
Target Date 2026-2030 TRRCX T. Rowe Price rtmt 2030 Fund
Target Date 2016-2020 TRRBX T. Rowe Price rtmt 2020 Fund
Target Date 2011-2015 TRRGX T. Rowe Price rtmt 2015 Fund
Target Date 2000-2010 TRRFX T. Rowe Price rtmt 2005 Fund
Target Date 2031-2035 TRRJX T. Rowe Price rtmt 2035 Fund
Target Date 2000-2010 TRRAX T. Rowe Price rtmt 2010 Fund
Target Date 2021-2025 TRRHX T. Rowe Price rtmt 2025 Fund
Target Date 2041-2045 TRRKX T. Rowe Price rtmt 2045 Fund
Target Date 2050+ TRRNX T. Rowe Price rtmt 2055 Fund
Retirement Income TRRIX T. Rowe Price rtmt Income Fund
Moderate Allocation RPBAX T. Rowe Price Balanced Fund
Target Date 2050+ TRRMX T. Rowe Price rtmt 2050 Fund
Technology PRSCX T. Rowe Price Science & Technology Fund
ROOT CASH T. Rowe Price Summit Cash Reserves
US EQUITY
LARGE GROWTH TRBCX T. Rowe Price Blue Chip Growth Fund
LARGE BLEND VFINX Vanguard 500 Index Fund
Mid-Cap Growth RPMGX T. Rowe Price Mid-Cap Growth Fund
SMALL BLEND TRSSX T. Rowe Price Small-Cap Stock Fund
FIXED INCOME
Short-Term Bond PRWBX T. Rowe Price Short-Term Bond Fund
Multisector Bond RPSIX T. Rowe Price Spectrum Income Fund
Intermediate-Term Bond PTRAX Pacific Investment Management Company Total Return Admin.
Total Available Funds: 24
  • 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
INTERNATIONAL EQUITY
Foreign Large Value DODFX Dodge Cox International Stock Fund 99% 3 60 0 0.52% 2.24%
Foreign Large Blend ARTIX Artisan International Fund 92% 3 60 0 0.97% 0.84%
Others
Target Date 2036-2040 TRRDX T. Rowe Price rtmt 2040 Fund 100% 3 60 0 0.6% 2.39%
Target Date 2026-2030 TRRCX T. Rowe Price rtmt 2030 Fund 100% 3 60 0 1.08% 3.52%
Target Date 2016-2020 TRRBX T. Rowe Price rtmt 2020 Fund 100% 3 60 0 0.78% 0%
Target Date 2011-2015 TRRGX T. Rowe Price rtmt 2015 Fund 100% 3 60 0 0.76% 0%
Target Date 2000-2010 TRRFX T. Rowe Price rtmt 2005 Fund 100% 3 60 0 0.34% 0%
Target Date 2031-2035 TRRJX T. Rowe Price rtmt 2035 Fund 97% 3 60 0 0.84% 0%
Target Date 2000-2010 TRRAX T. Rowe Price rtmt 2010 Fund 97% 3 60 0 0.99% 0%
Target Date 2021-2025 TRRHX T. Rowe Price rtmt 2025 Fund 96% 3 60 0 1.05% 0%
Target Date 2041-2045 TRRKX T. Rowe Price rtmt 2045 Fund 96% 3 60 0 1.12% 0%
Target Date 2050+ TRRNX T. Rowe Price rtmt 2055 Fund 93% 3 60 0 1.14% 0%
Retirement Income TRRIX T. Rowe Price rtmt Income Fund 91% 3 60 0 0.34% 3.57%
Moderate Allocation RPBAX T. Rowe Price Balanced Fund 85% 3 60 0 0.47% 1.8%
Target Date 2050+ TRRMX T. Rowe Price rtmt 2050 Fund 77% 3 60 0 0.63% 0%
Technology PRSCX T. Rowe Price Science & Technology Fund 58% 3 60 0 0.84% 0%
ROOT CASH T. Rowe Price Summit Cash Reserves 0% 1 60 0 NA 5.5%
US EQUITY
LARGE GROWTH TRBCX T. Rowe Price Blue Chip Growth Fund 100% 3 60 0 1.23% 10.36%
LARGE BLEND VFINX Vanguard 500 Index Fund 97% 3 60 0 0.14% 1.38%
Mid-Cap Growth RPMGX T. Rowe Price Mid-Cap Growth Fund 87% 3 60 0 1.29% 0%
SMALL BLEND TRSSX T. Rowe Price Small-Cap Stock Fund 78% 3 60 0 0.66% 0.68%
FIXED INCOME
Short-Term Bond PRWBX T. Rowe Price Short-Term Bond Fund 92% 3 60 0 0.46% 2.81%
Multisector Bond RPSIX T. Rowe Price Spectrum Income Fund 84% 3 60 0 0.62% 3.36%
Intermediate-Term Bond PTRAX Pacific Investment Management Company Total Return Admin. 66% 3 60 0 0.8% 3.05%
Average Expense Ratio: 0.77%
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Model Portfolios
Strategic Asset Allocation - Equal Weight: Click here to see this strategy description
Equal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 1.8% 8.5% 3.6% 6.6% 5.1% 7.8%

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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 0.2% 4.7% 0.3% 3.1% 4.0% 5.2%

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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:NWN)
The plan consists of 24 funds. It covers 3 major asset classes and 21 minor asset classes. The major asset classes it covers are Fixed Income, US Equity and Foreign Equity.


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