MyPlanIQ 401k Investor WHITNEY NATIONAL BANK SAVINGS PLUS PLAN

WHITNEY NATIONAL BANK SAVINGS PLUS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 28
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend FSIIX Spartan International Index Fund Investor Class Foreign equity Large Cap
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 Fund Target date retirement fund
Retirement Income FFFAX Fidelity Freedom Income Fund Fixed Income Fund
Target Date 2011-2015 FFVFX Fidelity Freedom 2015 Fund Target date retirement fund
FIXED INCOME
Intermediate-Term Bond EFIPX Fidelity Advisor interm Bond Fund Class I Taxable Bond Fund
Multisector Bond FSICX Fidelity Strategic Income Fund Taxable Bond Fund
Short-Term Bond PLDAX Pacific Investment Management Company Low Duration Fund Administrative Class Taxable Bond Fund
US EQUITY
LARGE GROWTH FCNTX Fidelity Contrafund U.S. Equity Large Cap
LARGE BLEND FFNOX Fidelity Four-in-One Index Fund U.S.Equity Large Cap
SMALL BLEND NMSCX Columbia Small Cap Index Fund Class Z U.S. Equity Small Cap
Total Available Funds: 28
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend FSIIX Spartan International Index Fund Investor Class Foreign equity Large Cap
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 Fund Target date retirement fund
Retirement Income FFFAX Fidelity Freedom Income Fund Fixed Income Fund
Target Date 2011-2015 FFVFX Fidelity Freedom 2015 Fund Target date retirement fund
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 Fund Target date retirement fund
Target Date 2036-2040 FFFFX Fidelity Freedom 2040 Fund Target date retirement fund
Target Date 2021-2025 FFTWX Fidelity Freedom 2025 Fund Target date retirement fund
Target Date 2031-2035 FFTHX Fidelity Freedom 2035 Fund Target date retirement fund
Target Date 2050+ FFFHX Fidelity Freedom 2050 Fund Target date retirement fund
Target Date 2000-2010 FFFCX Fideltiy Freedom 2010 Fund Target date retirement fund
Moderate Allocation OAKBX Oakmark Equity Income Fund Class I Balanced fund
Target Date 2041-2045 FFFGX Fidelity Freedom 2045 Fund Target date retirement fund
Target Date 2000-2010 FFFVX Fidelity Freedom 2005 Fund Target date retirement fund
Target Date 2000-2010 FFFBX Fidelity Freedom 2000 Fund Target date retirement fund
FIXED INCOME
Intermediate-Term Bond EFIPX Fidelity Advisor interm Bond Fund Class I Taxable Bond Fund
Multisector Bond FSICX Fidelity Strategic Income Fund Taxable Bond Fund
Short-Term Bond PLDAX Pacific Investment Management Company Low Duration Fund Administrative Class Taxable Bond Fund
SHORT GOVERNMENT STABLEVALUE Fidelity Advisor Stable Value PortfolioClass I Common/Collective Tr
Intermediate-Term Bond FBIDX Fidelity U.S. Bond Index Fund Taxable Bond Fund
US EQUITY
LARGE GROWTH FCNTX Fidelity Contrafund U.S. Equity Large Cap
LARGE BLEND FFNOX Fidelity Four-in-One Index Fund U.S.Equity Large Cap
SMALL BLEND NMSCX Columbia Small Cap Index Fund Class Z U.S. Equity Small Cap
MID-CAP BLEND FMDCX Federated Mid Cap Index Fund U.S.Equity Mid Cap
LARGE BLEND FUSEX Spartan U.S. Equity Index Fund Investor Class U.S. Equity Large Cap
MID-CAP BLEND FASOX Fidelity Advisor Value Strategies Fund Class I U.S. Equity Mid Cap
LARGE GROWTH FDCAX Fidelity Capital app Fund U.S.Equity Large Cap
LARGE VALUE EQPIX Fidelity Advisor Equity Income Fund Institutional Class I U.S. Equity Large Cap
LARGE VALUE SEQIX Wells Fargo Adv Small Cap Value Fund Class Z U.S. Equity
Total Available Funds: 28
  • 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 FSIIX Spartan International Index Fund Investor Class Foreign equity Large Cap 86% 3 60 0 0.17% 0%
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 Fund Target date retirement fund 98% 3 60 0 0.58% 3.41%
Retirement Income FFFAX Fidelity Freedom Income Fund Fixed Income Fund 98% 3 60 0 0.42% 2.89%
Target Date 2011-2015 FFVFX Fidelity Freedom 2015 Fund Target date retirement fund 98% 3 60 0 0.54% 3.2%
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 Fund Target date retirement fund 96% 3 60 0 0.66% 3.25%
Target Date 2036-2040 FFFFX Fidelity Freedom 2040 Fund Target date retirement fund 95% 3 60 0 0.64% 1.26%
Target Date 2021-2025 FFTWX Fidelity Freedom 2025 Fund Target date retirement fund 95% 3 60 0 0.34% 2.01%
Target Date 2031-2035 FFTHX Fidelity Freedom 2035 Fund Target date retirement fund 95% 3 60 0 0.7% 1.55%
Target Date 2050+ FFFHX Fidelity Freedom 2050 Fund Target date retirement fund 94% 3 60 0 0.75% 3.56%
Target Date 2000-2010 FFFCX Fideltiy Freedom 2010 Fund Target date retirement fund 92% 3 60 0 0.49% 3.21%
Moderate Allocation OAKBX Oakmark Equity Income Fund Class I Balanced fund 91% 3 60 0 0.83% 2.3%
Target Date 2041-2045 FFFGX Fidelity Freedom 2045 Fund Target date retirement fund 91% 3 60 0 0.75% 3.67%
Target Date 2000-2010 FFFVX Fidelity Freedom 2005 Fund Target date retirement fund 87% 3 60 0 0.42% 2.92%
Target Date 2000-2010 FFFBX Fidelity Freedom 2000 Fund Target date retirement fund 0% 3 60 0 0.44% 0%
FIXED INCOME
Intermediate-Term Bond EFIPX Fidelity Advisor interm Bond Fund Class I Taxable Bond Fund 77% 3 60 0 0.35% 1.72%
Multisector Bond FSICX Fidelity Strategic Income Fund Taxable Bond Fund 74% 3 60 0 0.7% 2.07%
Short-Term Bond PLDAX Pacific Investment Management Company Low Duration Fund Administrative Class Taxable Bond Fund 56% 3 60 0 1.05% 3.81%
SHORT GOVERNMENT STABLEVALUE Fidelity Advisor Stable Value PortfolioClass I Common/Collective Tr 16% 3 60 0 NA 27.03%
Intermediate-Term Bond FBIDX Fidelity U.S. Bond Index Fund Taxable Bond Fund 0% 3 60 0 0.13% 2.67%
US EQUITY
LARGE GROWTH FCNTX Fidelity Contrafund U.S. Equity Large Cap 96% 3 60 0 0.55% 4.32%
LARGE BLEND FFNOX Fidelity Four-in-One Index Fund U.S.Equity Large Cap 87% 3 60 0 0.11% 2.72%
SMALL BLEND NMSCX Columbia Small Cap Index Fund Class Z U.S. Equity Small Cap 81% 3 60 0 0.45% 5.56%
MID-CAP BLEND FMDCX Federated Mid Cap Index Fund U.S.Equity Mid Cap 79% 3 60 0 0.32% 11.71%
LARGE BLEND FUSEX Spartan U.S. Equity Index Fund Investor Class U.S. Equity Large Cap 79% 3 60 0 0.09% 1.79%
MID-CAP BLEND FASOX Fidelity Advisor Value Strategies Fund Class I U.S. Equity Mid Cap 75% 3 60 0 0.75% 0.7%
LARGE GROWTH FDCAX Fidelity Capital app Fund U.S.Equity Large Cap 73% 3 60 0 0.83% 3.39%
LARGE VALUE EQPIX Fidelity Advisor Equity Income Fund Institutional Class I U.S. Equity Large Cap 72% 3 60 0 0.65% 5.51%
LARGE VALUE SEQIX Wells Fargo Adv Small Cap Value Fund Class Z U.S. Equity 0% 3 60 0 NA 0%
Average Expense Ratio: 0.53%
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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 2.4% 20.7% 9.6% 10.5% 7.1% 8.7%

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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:WTNY)
The plan consists of 30 funds. It covers 3 major asset classes and 21 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.
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