MyPlanIQ 401k Investor RENASANT BANK 401(k) PLAN

RENASANT BANK 401(k) PLAN

This Plan is unrated.
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 SMALL/MID GROWTH OSMYX Oppenheimer International Small Co Y
Foreign Large Blend VTIAX Vanguard Total Intl Stock Index Admiral
Foreign Large Blend VTMGX Vanguard Tax-Managed Intl Adm
Others
World Allocation SGIIX First Eagle Global I
ROOT CASH Federated Government Obligs Premier (GOFXX)
US EQUITY
SMALL BLEND VSMAX Vanguard Small Cap Index Adm
LARGE BLEND VLCAX Vanguard Large Cap Index Adm
MID-CAP BLEND VIMAX Vanguard Mid Cap Index Adm
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 SMALL/MID GROWTH OSMYX Oppenheimer International Small Co Y
Foreign Large Blend VTIAX Vanguard Total Intl Stock Index Admiral
Foreign Large Blend VTMGX Vanguard Tax-Managed Intl Adm
Foreign Large Value QFVIX Pear Tree Polaris Foreign Value Instl
Foreign Large Value HILYX Hartford International Value Y
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
SMALL BLEND VSMAX Vanguard Small Cap Index Adm
LARGE BLEND VLCAX Vanguard Large Cap Index Adm
MID-CAP BLEND VIMAX Vanguard Mid Cap Index Adm
MID-CAP VALUE MVCKX MFS Mid Cap Value R5
LARGE GROWTH TRBCX T. Rowe Price Blue Chip Growth
LARGE BLEND VTSAX Vanguard Total Stock Mkt Idx Adm
Mid-Cap Growth MEFZX MassMutual Select Mid Cap Gr Eq II Z
Small Growth PRDSX T. Rowe Price Diversified Sm Cap Growth
LARGE VALUE JLVMX JPMorgan Large Cap Value R6
SMALL VALUE UBVLX Undiscovered Mgrs Behavioral Value Inst
US Large Cap JHEQX JPMorgan Hedged Equity I
LARGE GROWTH JGVVX JPMorgan Growth Advantage R6
LARGE BLEND HDGVX Hartford Dividend and Growth R6
FIXED INCOME
Inflation-Protected Bond MIPZX MassMutual Premier Infl-Prot and Inc Z
Intermediate-Term Bond MWTIX Metropolitan West Total Return Bond I
Intermediate-Term Bond FTRBX Federated Total Return Bond Instl
Intermediate-Term Bond BCOIX Baird Core Plus Bond Inst
Multisector Bond PIMIX PIMCO Income Instl
Emerging Markets Bond FEMDX Franklin Templeton Emerg Mkt Debt Opp
High Yield Bond FHTIX Federated High Yield Trust Institutional
WORLD BOND GBONX JPMorgan Global Bond Oppotunities R6
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% 3.43%
Emerging Market
DIVERSIFIED EMERGING MKTS PRZIX T.Rowe Price Emerging Markets Stock I 0% 3 60 0 NA NA
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH OSMYX Oppenheimer International Small Co Y 98% 3 60 0 0.83% 3.24%
Foreign Large Blend VTIAX Vanguard Total Intl Stock Index Admiral 62% 3 60 0 0.18% 2.68%
Foreign Large Blend VTMGX Vanguard Tax-Managed Intl Adm 54% 3 60 0 0.12% 3.04%
Foreign Large Value QFVIX Pear Tree Polaris Foreign Value Instl 44% 3 60 0 1.39% 1%
Foreign Large Value HILYX Hartford International Value Y 31% 3 60 0 0.95% 6.79%
Foreign Large Growth JIGTX JHancock International Growth R5 0% 3 60 0 NA NA
Others
World Allocation SGIIX First Eagle Global I 81% 3 60 0 0.88% 4.67%
ROOT CASH Federated Government Obligs Premier (GOFXX) 0% 0 60 0 NA 1.27%
US EQUITY
SMALL BLEND VSMAX Vanguard Small Cap Index Adm 94% 3 60 0 0.16% 1.52%
LARGE BLEND VLCAX Vanguard Large Cap Index Adm 93% 3 60 0 0.1% 1.86%
MID-CAP BLEND VIMAX Vanguard Mid Cap Index Adm 91% 3 60 0 0.1% 1.63%
MID-CAP VALUE MVCKX MFS Mid Cap Value R5 86% 3 60 0 0.81% 3.68%
LARGE GROWTH TRBCX T. Rowe Price Blue Chip Growth 82% 3 60 0 0.72% 0%
LARGE BLEND VTSAX Vanguard Total Stock Mkt Idx Adm 77% 3 60 0 0.06% 1.83%
Mid-Cap Growth MEFZX MassMutual Select Mid Cap Gr Eq II Z 53% 3 60 0 0.74% 6.33%
Small Growth PRDSX T. Rowe Price Diversified Sm Cap Growth 49% 3 60 0 1.05% 0.1%
LARGE VALUE JLVMX JPMorgan Large Cap Value R6 48% 3 60 0 0.55% 9.35%
SMALL VALUE UBVLX Undiscovered Mgrs Behavioral Value Inst 29% 3 60 0 1.41% 6.24%
US Large Cap JHEQX JPMorgan Hedged Equity I 0% 3 60 0 NA NA
LARGE GROWTH JGVVX JPMorgan Growth Advantage R6 0% 3 60 0 NA NA
LARGE BLEND HDGVX Hartford Dividend and Growth R6 0% 3 60 0 NA NA
FIXED INCOME
Inflation-Protected Bond MIPZX MassMutual Premier Infl-Prot and Inc Z 98% 3 60 0 0.45% 2.94%
Intermediate-Term Bond MWTIX Metropolitan West Total Return Bond I 96% 3 60 0 0.41% 2.68%
Intermediate-Term Bond FTRBX Federated Total Return Bond Instl 96% 3 60 0 0.36% 3.51%
Intermediate-Term Bond BCOIX Baird Core Plus Bond Inst 95% 3 60 0 0.3% 3.14%
Multisector Bond PIMIX PIMCO Income Instl 90% 3 60 0 0.45% 5.62%
Emerging Markets Bond FEMDX Franklin Templeton Emerg Mkt Debt Opp 78% 3 60 0 1.02% 4.35%
High Yield Bond FHTIX Federated High Yield Trust Institutional 21% 3 60 0 NA 4.64%
WORLD BOND GBONX JPMorgan Global Bond Oppotunities R6 0% 3 60 0 NA NA
High Yield Bond FIHLX Federated Instl High Yield Bond R6 0% 3 60 0 NA NA
Average Expense Ratio: 0.57%
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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 2.5% 8.0% 5.1% 6.7% 6.7% 7.0%

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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 0.9% 5.1% 5.8% 7.5% 8.8% 9.6%

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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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