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 Large Value HILYX Hartford International Value Y
Foreign Large Blend VTMGX Vanguard Tax-Managed Intl Adm
FOREIGN SMALL/MID GROWTH OSMYX Oppenheimer International Small Co Y
Others
World Allocation SGIIX First Eagle Global I
ROOT CASH Federated Government Obligs Premier (GOFXX)
US EQUITY
SMALL VALUE UBVLX Undiscovered Mgrs Behavioral Value Inst
Mid-Cap Growth MEFZX MassMutual Select Mid Cap Gr Eq II Z
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 Value HILYX Hartford International Value Y
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 Growth JIGTX JHancock International Growth R5
Foreign Large Blend VTIAX Vanguard Total Intl Stock Index Admiral
Others
World Allocation SGIIX First Eagle Global I
ROOT CASH Federated Government Obligs Premier (GOFXX)
US EQUITY
SMALL VALUE UBVLX Undiscovered Mgrs Behavioral Value Inst
Mid-Cap Growth MEFZX MassMutual Select Mid Cap Gr Eq II Z
Small Growth PRDSX T. Rowe Price Diversified Sm Cap Growth
MID-CAP VALUE MVCKX MFS Mid Cap Value R5
LARGE GROWTH JGVVX JPMorgan Growth Advantage R6
LARGE VALUE JLVMX JPMorgan Large Cap Value R6
LARGE BLEND VLCAX Vanguard Large Cap Index Adm
SMALL BLEND VSMAX Vanguard Small Cap Index Adm
LARGE BLEND HDGVX Hartford Dividend and Growth R6
MID-CAP BLEND VIMAX Vanguard Mid Cap Index Adm
LARGE BLEND VTSAX Vanguard Total Stock Mkt Idx Adm
LARGE GROWTH TRBCX T. Rowe Price Blue Chip Growth
US Large Cap JHEQX JPMorgan Hedged Equity I
FIXED INCOME
WORLD BOND GBONX JPMorgan Global Bond Oppotunities R6
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
Intermediate-Term Bond BCOIX Baird Core Plus Bond Inst
Intermediate-Term Bond FTRBX Federated Total Return Bond Instl
Intermediate-Term Bond MWTIX Metropolitan West Total Return Bond I
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% 4.06%
Emerging Market
DIVERSIFIED EMERGING MKTS PRZIX T.Rowe Price Emerging Markets Stock I 3% 3 60 0 1.15% 1.68%
INTERNATIONAL EQUITY
Foreign Large Value HILYX Hartford International Value Y 94% 3 60 0 0.83% 2.42%
Foreign Large Blend VTMGX Vanguard Tax-Managed Intl Adm 64% 3 60 0 0.05% 3.23%
FOREIGN SMALL/MID GROWTH OSMYX Oppenheimer International Small Co Y 55% 3 60 0 0.97% 0%
Foreign Large Value QFVIX Pear Tree Polaris Foreign Value Instl 49% 3 60 0 1.4% 0%
Foreign Large Growth JIGTX JHancock International Growth R5 39% 3 60 0 1.12% 12.32%
Foreign Large Blend VTIAX Vanguard Total Intl Stock Index Admiral 25% 3 60 0 0.07% 3.3%
Others
World Allocation SGIIX First Eagle Global I 100% 3 60 0 0.86% 3.8%
ROOT CASH Federated Government Obligs Premier (GOFXX) 0% 0 60 0 NA 4.14%
US EQUITY
SMALL VALUE UBVLX Undiscovered Mgrs Behavioral Value Inst 96% 3 60 0 1.24% 7.67%
Mid-Cap Growth MEFZX MassMutual Select Mid Cap Gr Eq II Z 87% 3 60 0 0.76% 5.48%
Small Growth PRDSX T. Rowe Price Diversified Sm Cap Growth 86% 3 60 0 0.8% 2.48%
MID-CAP VALUE MVCKX MFS Mid Cap Value R5 84% 3 60 0 0.74% 3.03%
LARGE GROWTH JGVVX JPMorgan Growth Advantage R6 75% 3 60 0 1.05% 0.58%
LARGE VALUE JLVMX JPMorgan Large Cap Value R6 67% 3 60 0 0.94% 5.6%
LARGE BLEND VLCAX Vanguard Large Cap Index Adm 65% 3 60 0 0.04% 1.37%
SMALL BLEND VSMAX Vanguard Small Cap Index Adm 51% 3 60 0 0.05% 1.54%
LARGE BLEND HDGVX Hartford Dividend and Growth R6 49% 3 60 0 1.04% 1.83%
MID-CAP BLEND VIMAX Vanguard Mid Cap Index Adm 45% 3 60 0 0.04% 1.5%
LARGE BLEND VTSAX Vanguard Total Stock Mkt Idx Adm 40% 3 60 0 0.03% 1.41%
LARGE GROWTH TRBCX T. Rowe Price Blue Chip Growth 33% 3 60 0 1.23% 3.53%
US Large Cap JHEQX JPMorgan Hedged Equity I 0% 3 60 0 0.43% 0.95%
FIXED INCOME
WORLD BOND GBONX JPMorgan Global Bond Oppotunities R6 96% 3 60 0 1.3% 4.08%
Emerging Markets Bond FEMDX Franklin Templeton Emerg Mkt Debt Opp 96% 3 60 0 1.01% 8.15%
Multisector Bond PIMIX PIMCO Income Instl 86% 3 60 0 0.51% 7.22%
Inflation-Protected Bond MIPZX MassMutual Premier Infl-Prot and Inc Z 85% 3 60 0 0.57% 3.01%
Intermediate-Term Bond BCOIX Baird Core Plus Bond Inst 83% 3 60 0 0.3% 3.51%
Intermediate-Term Bond FTRBX Federated Total Return Bond Instl 68% 3 60 0 0.36% 3.26%
Intermediate-Term Bond MWTIX Metropolitan West Total Return Bond I 50% 3 60 0 0.52% 4.13%
High Yield Bond FHTIX Federated High Yield Trust Institutional 44% 3 60 0 0.98% 4.69%
High Yield Bond FIHLX Federated Instl High Yield Bond R6 29% 3 60 0 0.75% 4.92%
Average Expense Ratio: 0.69%
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Equal Weight & Regular Rebalance YTD**
Return
1Yr
AR*
3Yr
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Asset Allocation Composite: Click here to see this strategy description
Strategic Asset Allocation with Dynamic Risk Adjustment YTD**
Return
1Yr
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3Yr
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Click for Portfolio Details or Follow 1.1% 11.0% 1.4% 5.7% 5.8% 9.8%

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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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