MyPlanIQ 401k Investor RENASANT BANK 401(k) PLAN

RENASANT BANK 401(k) PLAN Investment Model Portfolios

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Investment Options
Total Available Funds: 32
Asset Class Ticker Description Rating
REAL ESTATE
US Real Estate VGSLX Vanguard REIT Index Adm
Emerging Market
DIVERSIFIED EMERGING MKTS PRZIX T.Rowe Price Emerging Markets Stock I
INTERNATIONAL EQUITY
Foreign Large Blend VTMGX Vanguard Tax-Managed Intl Adm
FOREIGN SMALL/MID GROWTH OSMYX Oppenheimer International Small Co Y
Foreign Large Value QFVIX Pear Tree Polaris Foreign Value Instl
Others
World Allocation SGIIX First Eagle Global I
ROOT CASH Federated Government Obligs Premier (GOFXX)
US EQUITY
LARGE GROWTH TRBCX T. Rowe Price Blue Chip Growth
LARGE BLEND VLCAX Vanguard Large Cap Index Adm
Small Growth PRDSX T. Rowe Price Diversified Sm Cap Growth
Total Available Funds: 32
Asset Class Ticker Description Rating
REAL ESTATE
US Real Estate VGSLX Vanguard REIT Index Adm
Emerging Market
DIVERSIFIED EMERGING MKTS PRZIX T.Rowe Price Emerging Markets Stock I
INTERNATIONAL EQUITY
Foreign Large Blend VTMGX Vanguard Tax-Managed Intl Adm
FOREIGN SMALL/MID GROWTH OSMYX Oppenheimer International Small Co Y
Foreign Large Value QFVIX Pear Tree Polaris Foreign Value Instl
Foreign Large Value HILYX Hartford International Value Y
Foreign Large Blend VTIAX Vanguard Total Intl Stock Index Admiral
Foreign Large Growth JIGTX JHancock International Growth R5
Others
World Allocation SGIIX First Eagle Global I
ROOT CASH Federated Government Obligs Premier (GOFXX)
US EQUITY
LARGE GROWTH TRBCX T. Rowe Price Blue Chip Growth
LARGE BLEND VLCAX Vanguard Large Cap Index Adm
Small Growth PRDSX T. Rowe Price Diversified Sm Cap Growth
LARGE BLEND VTSAX Vanguard Total Stock Mkt Idx Adm
SMALL BLEND VSMAX Vanguard Small Cap Index Adm
SMALL VALUE UBVLX Undiscovered Mgrs Behavioral Value Inst
MID-CAP BLEND VIMAX Vanguard Mid Cap Index Adm
Mid-Cap Growth MEFZX MassMutual Select Mid Cap Gr Eq II Z
LARGE VALUE JLVMX JPMorgan Large Cap Value R6
LARGE BLEND HDGVX Hartford Dividend and Growth R6
MID-CAP VALUE MVCKX MFS Mid Cap Value R5
LARGE GROWTH JGVVX JPMorgan Growth Advantage R6
US Large Cap JHEQX JPMorgan Hedged Equity I
FIXED INCOME
Intermediate-Term Bond FTRBX Federated Total Return Bond Instl
Intermediate-Term Bond MWTIX Metropolitan West Total Return Bond I
Intermediate-Term Bond BCOIX Baird Core Plus Bond Inst
Emerging Markets Bond FEMDX Franklin Templeton Emerg Mkt Debt Opp
Multisector Bond PIMIX PIMCO Income Instl
Inflation-Protected Bond MIPZX MassMutual Premier Infl-Prot and Inc Z
WORLD BOND GBONX JPMorgan Global Bond Oppotunities R6
High Yield Bond FHTIX Federated High Yield Trust Institutional
High Yield Bond FIHLX Federated Instl High Yield Bond R6
Total Available Funds: 32
  • 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
REAL ESTATE
US Real Estate VGSLX Vanguard REIT Index Adm 51% 3 60 0 0.12% 4.79%
Emerging Market
DIVERSIFIED EMERGING MKTS PRZIX T.Rowe Price Emerging Markets Stock I 1% 3 60 0 1.15% 1.71%
INTERNATIONAL EQUITY
Foreign Large Blend VTMGX Vanguard Tax-Managed Intl Adm 98% 3 60 0 0.05% 3.43%
FOREIGN SMALL/MID GROWTH OSMYX Oppenheimer International Small Co Y 96% 3 60 0 0.97% 2.98%
Foreign Large Value QFVIX Pear Tree Polaris Foreign Value Instl 68% 3 60 0 1.4% 2.49%
Foreign Large Value HILYX Hartford International Value Y 30% 3 60 0 0.83% 2.85%
Foreign Large Blend VTIAX Vanguard Total Intl Stock Index Admiral 28% 3 60 0 0.07% 3.38%
Foreign Large Growth JIGTX JHancock International Growth R5 1% 3 60 0 1.12% 2.93%
Others
World Allocation SGIIX First Eagle Global I 89% 3 60 0 1.2% 3.86%
ROOT CASH Federated Government Obligs Premier (GOFXX) 0% 0 60 0 NA 5.39%
US EQUITY
LARGE GROWTH TRBCX T. Rowe Price Blue Chip Growth 100% 3 60 0 1.23% 3.63%
LARGE BLEND VLCAX Vanguard Large Cap Index Adm 82% 3 60 0 0.04% 1.68%
Small Growth PRDSX T. Rowe Price Diversified Sm Cap Growth 81% 3 60 0 0.8% 2.72%
LARGE BLEND VTSAX Vanguard Total Stock Mkt Idx Adm 80% 3 60 0 0.03% 1.72%
SMALL BLEND VSMAX Vanguard Small Cap Index Adm 80% 3 60 0 0.05% 1.8%
SMALL VALUE UBVLX Undiscovered Mgrs Behavioral Value Inst 78% 3 60 0 1.24% 8.93%
MID-CAP BLEND VIMAX Vanguard Mid Cap Index Adm 73% 3 60 0 0.04% 1.95%
Mid-Cap Growth MEFZX MassMutual Select Mid Cap Gr Eq II Z 3% 3 60 0 0.76% 5.84%
LARGE VALUE JLVMX JPMorgan Large Cap Value R6 3% 3 60 0 0.94% 6.07%
LARGE BLEND HDGVX Hartford Dividend and Growth R6 1% 3 60 0 1.04% 2.28%
MID-CAP VALUE MVCKX MFS Mid Cap Value R5 1% 3 60 0 0.74% 3.28%
LARGE GROWTH JGVVX JPMorgan Growth Advantage R6 0% 3 60 0 1.05% 0.63%
US Large Cap JHEQX JPMorgan Hedged Equity I 0% 3 60 0 0.43% 0.95%
FIXED INCOME
Intermediate-Term Bond FTRBX Federated Total Return Bond Instl 90% 3 60 0 0.94% 4.12%
Intermediate-Term Bond MWTIX Metropolitan West Total Return Bond I 90% 3 60 0 0.52% 4.12%
Intermediate-Term Bond BCOIX Baird Core Plus Bond Inst 87% 3 60 0 0.3% 4.16%
Emerging Markets Bond FEMDX Franklin Templeton Emerg Mkt Debt Opp 83% 3 60 0 1.01% 3.23%
Multisector Bond PIMIX PIMCO Income Instl 71% 3 60 0 0.51% 5.93%
Inflation-Protected Bond MIPZX MassMutual Premier Infl-Prot and Inc Z 8% 3 60 0 0.57% 6.27%
WORLD BOND GBONX JPMorgan Global Bond Oppotunities R6 2% 3 60 0 1.3% 4.55%
High Yield Bond FHTIX Federated High Yield Trust Institutional 1% 3 60 0 0.98% 5.21%
High Yield Bond FIHLX Federated Instl High Yield Bond R6 0% 3 60 0 0.75% 5.71%
Average Expense Ratio: 0.72%
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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 8.5% 17.3% 1.1% 5.2% 5.1% 6.7%

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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 for Portfolio Details or Follow 12.3% 20.8% 2.3% 5.5% 5.1% 6.9%

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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 15.3% 22.8% 5.3% 9.5% 7.7% 10.1%

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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 for Portfolio Details or Follow 10.8% 20.7% 2.4% 6.2% 6.3% 8.9%

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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:RNST)
The plan consists of 32 funds. It covers 5 major asset classes and 24 minor asset classes. The major asset classes it covers are Fixed Income, US Equity, Foreign Equity, Emerging Market Equity and REITs.


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