MyPlanIQ 401k Investor Regions 1 Plan Plus By Regions Morgan Keegan

Regions 1 Plan Plus By Regions Morgan Keegan

Investment Menu Rating:

Investment Options
Total Available Funds: 18
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend RERCX American Funds EuroPacific Growth R3
WORLD STOCK TEPLX Templeton Growth A
Others
Target Date 2000-2010 PARAX T. Rowe Price Retirement 2010 Adv
Target Date 2026-2030 PARCX T. Rowe Price Retirement 2030 Adv
Target Date 2036-2040 PARDX T. Rowe Price Retirement 2040 Adv
FIXED INCOME
Intermediate-Term Bond FTRFX Federated total Return Bond SS
SHORT GOVERNMENT STABLEVALUE Regions stable Principal Fund
US EQUITY
LARGE BLEND PEOPX Dreyfus S&P 500 Index
SMALL VALUE VSCAX Invesco Van Kampen Small Cap Value
MID-CAP VALUE PCGRX Pioneer Mid Cap Value A
Total Available Funds: 18
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend RERCX American Funds EuroPacific Growth R3
WORLD STOCK TEPLX Templeton Growth A
Others
Target Date 2000-2010 PARAX T. Rowe Price Retirement 2010 Adv
Target Date 2026-2030 PARCX T. Rowe Price Retirement 2030 Adv
Target Date 2036-2040 PARDX T. Rowe Price Retirement 2040 Adv
Moderate Allocation RLBCX American Funds American Balanced Fund R3
Target Date 2016-2020 PARBX T. Rowe Price Retirement 2020 Adv
Target Date 2050+ PARFX T. Rowe Price Retirement 2050 Adv
Retirement Income PARIX T. Rowe Price Retirement Income Adv
FIXED INCOME
Intermediate-Term Bond FTRFX Federated total Return Bond SS
SHORT GOVERNMENT STABLEVALUE Regions stable Principal Fund
US EQUITY
LARGE BLEND PEOPX Dreyfus S&P 500 Index
SMALL VALUE VSCAX Invesco Van Kampen Small Cap Value
MID-CAP VALUE PCGRX Pioneer Mid Cap Value A
Mid-Cap Growth KAUAX Federated Kaufman A
MID-CAP VALUE JAMCX JPMorgan Mid Cap Value A
LARGE GROWTH RGACX American Funds Growth Fund of America R3
LARGE VALUE ALPAX American Century Large Company Val A
Total Available Funds: 18
  • 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 RERCX American Funds EuroPacific Growth R3 56% 3 60 0 0.9% 0.55%
WORLD STOCK TEPLX Templeton Growth A 38% 3 60 0 1.1% 1.06%
Others
Target Date 2000-2010 PARAX T. Rowe Price Retirement 2010 Adv 68% 3 60 0 0.99% 2.75%
Target Date 2026-2030 PARCX T. Rowe Price Retirement 2030 Adv 67% 3 60 0 1.08% 3.19%
Target Date 2036-2040 PARDX T. Rowe Price Retirement 2040 Adv 67% 3 60 0 0.6% 2.08%
Moderate Allocation RLBCX American Funds American Balanced Fund R3 63% 3 60 0 0.31% 1.5%
Target Date 2016-2020 PARBX T. Rowe Price Retirement 2020 Adv 62% 3 60 0 0.78% 4.05%
Target Date 2050+ PARFX T. Rowe Price Retirement 2050 Adv 52% 3 60 0 0.63% 1.7%
Retirement Income PARIX T. Rowe Price Retirement Income Adv 44% 3 60 0 0.49% 2.72%
FIXED INCOME
Intermediate-Term Bond FTRFX Federated total Return Bond SS 61% 3 60 0 0.38% 3.13%
SHORT GOVERNMENT STABLEVALUE Regions stable Principal Fund 16% 0 60 0 NA 28.04%
US EQUITY
LARGE BLEND PEOPX Dreyfus S&P 500 Index 72% 3 60 0 0.5% 10.04%
SMALL VALUE VSCAX Invesco Van Kampen Small Cap Value 62% 3 60 0 0.87% 0.38%
MID-CAP VALUE PCGRX Pioneer Mid Cap Value A 52% 3 60 0 0.89% 1.54%
Mid-Cap Growth KAUAX Federated Kaufman A 49% 3 60 0 2.51% 10.93%
MID-CAP VALUE JAMCX JPMorgan Mid Cap Value A 41% 3 60 0 1.15% 12.13%
LARGE GROWTH RGACX American Funds Growth Fund of America R3 37% 3 60 0 0.3% 0.09%
LARGE VALUE ALPAX American Century Large Company Val A 32% 3 60 0 0.63% 1.16%
Average Expense Ratio: 0.83%
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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 5.9% 10.0% 16.4% 12.7% 7.2% 7.2%

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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 1.3% 18.8% 10.8% 10.8% 6.9% 6.6%

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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:)
The plan consists of 18 funds. It covers 3 major asset classes and 17 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.

This plan is created upon a user's request.



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