ALLIANT ENERGY CORPORATION 401(k) SAVINGS PLAN
Investment Model Portfolios

Investment options of ALLIANT ENERGY CORPORATION 401(k) SAVINGS PLAN

Total Available Funds: 13
Asset Class Ticker Description
US EQUITY
LARGE GROWTH RGAFX Registered Investment Companies American Funds Growth Fund of Amer
LARGE VALUE DODGX Dodge Cox Stock Fund
Small Growth BUFSX Buffalo Small Cap Fund
SMALL VALUE ASVAX Riversource Small Cap Value Fund
MID-CAP VALUE JMCVX Perkins Mid Cap Value Fund
LARGE BLEND SVSPX SSgA S P 500 Index Securities Lending Series Fund
Mid-Cap Growth VMGRX Wellington Mid Cap Growth Fund
INTERNATIONAL EQUITY
Foreign Large Blend AEPGX American Funds EuroPacific Growth Fund
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return Fund
Muni National Short OSTAX JPMorgan interm Bond Fund
Intermediate-Term Bond FBIDX SSgA U.S. Bond Index Securities Lending Series Fund
Emerging Market
DIVERSIFIED EMERGING MKTS SBCEX Boston Company Emerging Mkts Value Equity Fund
Others
Moderate Allocation JPDVX JPMorgan Liquidity Fund

Investment model portfolios

We provide two types of investment model portfolios for ALLIANT ENERGY CORPORATION 401(k) SAVINGS 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: 11/29/2024.
AR inception is since 12/31/2000.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
ALLIANT ENERGY CORPORATION 401(k) SAVINGS PLAN Tactical Asset Allocation Moderate NA 21.14% 4.46% 8.18% 6.26% 6.14% 7.53% 8.25%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 34.25% 10.57% 15.70% 13.31% 14.08% 10.54% 8.97%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 18.09% 3.51% 6.88% 6.22% 7.13% 6.08% 5.92%