MyPlanIQ FIRST HORIZON NATIONAL CORPORATION SAVINGS PLAN AND TRUST

FIRST HORIZON NATIONAL CORPORATION SAVINGS PLAN AND TRUST

This Plan is unrated.
Investment Options
Total Available Funds: 9
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend HAINX Harbor Funds: Harbor International Fund; Institutional Class Shares
Others
Moderate Allocation DODBX Dodge & Cox Funds: Dodge & Cox Balanced Fund
Target Date 2021-2025 LPBIX BlackRock Funds III: LifePath 2025 Portfolio; Institutional Shares
Target Date 2016-2020 STLCX BlackRock Funds III: LifePath 2020 Portfolio; Institutional Class Shares
US EQUITY
LARGE BLEND VFINX Vanguard Index Funds: Vanguard 500 Index Fund; Investor Shares
Mid-Cap Growth RPFFX Royce Fund: Royce Premier Fund; Service Class Shares
LARGE VALUE TILCX T Rowe Price Institutional Equity Funds
FIXED INCOME
Intermediate-Term Bond GSFIX Goldman Sachs Trust: Goldman Sachs Core Fixed Income Fund; Institutional Shares
Total Available Funds: 9
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend HAINX Harbor Funds: Harbor International Fund; Institutional Class Shares
Others
Moderate Allocation DODBX Dodge & Cox Funds: Dodge & Cox Balanced Fund
Target Date 2021-2025 LPBIX BlackRock Funds III: LifePath 2025 Portfolio; Institutional Shares
Target Date 2016-2020 STLCX BlackRock Funds III: LifePath 2020 Portfolio; Institutional Class Shares
US EQUITY
LARGE BLEND VFINX Vanguard Index Funds: Vanguard 500 Index Fund; Investor Shares
Mid-Cap Growth RPFFX Royce Fund: Royce Premier Fund; Service Class Shares
LARGE VALUE TILCX T Rowe Price Institutional Equity Funds
LARGE GROWTH MLAAX MainStay Funds: MainStay Large Cap Growth Fund; Class A Shares
FIXED INCOME
Intermediate-Term Bond GSFIX Goldman Sachs Trust: Goldman Sachs Core Fixed Income Fund; Institutional Shares
Total Available Funds: 9
  • 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 Blend HAINX Harbor Funds: Harbor International Fund; Institutional Class Shares 99% 3 60 0 1.02% 3.47%
Others
Moderate Allocation DODBX Dodge & Cox Funds: Dodge & Cox Balanced Fund 93% 3 60 0 0.42% 2.56%
Target Date 2021-2025 LPBIX BlackRock Funds III: LifePath 2025 Portfolio; Institutional Shares 56% 3 60 0 0.59% 1.83%
Target Date 2016-2020 STLCX BlackRock Funds III: LifePath 2020 Portfolio; Institutional Class Shares 0% 3 60 0 0.67% 1.74%
US EQUITY
LARGE BLEND VFINX Vanguard Index Funds: Vanguard 500 Index Fund; Investor Shares 98% 3 60 0 0.14% 1.27%
Mid-Cap Growth RPFFX Royce Fund: Royce Premier Fund; Service Class Shares 95% 3 60 0 2.24% 6.97%
LARGE VALUE TILCX T Rowe Price Institutional Equity Funds 82% 3 60 0 0.56% 8.52%
LARGE GROWTH MLAAX MainStay Funds: MainStay Large Cap Growth Fund; Class A Shares 56% 3 60 0 1.33% 0%
FIXED INCOME
Intermediate-Term Bond GSFIX Goldman Sachs Trust: Goldman Sachs Core Fixed Income Fund; Institutional Shares 76% 3 60 0 0.46% 3.75%
Average Expense Ratio: 0.83%
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Model Portfolios

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
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