MyPlanIQ 401k Investor BancorpSouth, Inc. 401(k) Profit-Sharing Plan

BancorpSouth, Inc. 401(k) Profit-Sharing Plan

This Plan is unrated.
Investment Options
Total Available Funds: 23
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
WORLD STOCK OPGIX Oppenheimer Global Fund A
WORLD STOCK TEDIX Mutual Global Discovery Fund A
Foreign Large Blend AEPGX American Funds Europacific Growth Fund
Others
Target Date 2000-2010 PARAX T. Rowe Price Retirement 2010
Target Date 2036-2040 PARDX T. Rowe Price Retirement 2040
Target Date 2026-2030 PARCX T. Rowe Price Retirement 2050
FIXED INCOME
Intermediate-Term Bond FTRBX Federated Total Return Bond Fund Is
Short-Term Bond FSXIX Fidelity Advisor Short Fixed Income — A
US EQUITY
SMALL BLEND NBGEX Neuberger Berman Genesis Fund A
MID-CAP VALUE VASVX Vanguard Selected Value Fund A
LARGE BLEND NDMAX Nationwide Inv Destinations Mod Con A
Total Available Funds: 23
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
WORLD STOCK OPGIX Oppenheimer Global Fund A
WORLD STOCK TEDIX Mutual Global Discovery Fund A
Foreign Large Blend AEPGX American Funds Europacific Growth Fund
Others
Target Date 2000-2010 PARAX T. Rowe Price Retirement 2010
Target Date 2036-2040 PARDX T. Rowe Price Retirement 2040
Target Date 2026-2030 PARCX T. Rowe Price Retirement 2050
Target Date 2026-2030 PARCX T. Rowe Price Retirement 2030
Target Date 2016-2020 PARBX T. Rowe Price Retirement 2020
Retirement Income PARIX T. Rowe Price Retirement Income Fund
Moderate Allocation AMECX American Funds Income Fund Of America
FIXED INCOME
Intermediate-Term Bond FTRBX Federated Total Return Bond Fund Is
Short-Term Bond FSXIX Fidelity Advisor Short Fixed Income — A
US EQUITY
SMALL BLEND NBGEX Neuberger Berman Genesis Fund A
MID-CAP VALUE VASVX Vanguard Selected Value Fund A
LARGE BLEND NDMAX Nationwide Inv Destinations Mod Con A
LARGE VALUE ACGIX Van Kampen Growth & Income Fund A
Mid-Cap Growth KAUAX Federated Kaufmann Fund Class A
LARGE GROWTH TRSAX T. Rowe Price Growth Stock Fund
LARGE BLEND GSSQX Goldman Sachs Structured US Equity A
MID-CAP BLEND VMISX Vanguard Mid Cap Index Fund Signal
Small Growth RVPCX Royce Value Plus Service
Mid-Cap Growth HMCJX Eagle Mid Cap Stock Fund
SMALL BLEND KDSAX DWS Dreman Small Cap Value Fund
Total Available Funds: 23
  • 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
WORLD STOCK OPGIX Oppenheimer Global Fund A 66% 3 60 0 1.11% 0%
WORLD STOCK TEDIX Mutual Global Discovery Fund A 58% 3 60 0 1.45% 1.75%
Foreign Large Blend AEPGX American Funds Europacific Growth Fund 58% 3 60 0 0.9% 3.64%
Others
Target Date 2000-2010 PARAX T. Rowe Price Retirement 2010 69% 3 60 0 0.99% 10.4%
Target Date 2036-2040 PARDX T. Rowe Price Retirement 2040 67% 3 60 0 0.6% 7.41%
Target Date 2026-2030 PARCX T. Rowe Price Retirement 2050 67% 3 60 0 1.08% 10.35%
Target Date 2026-2030 PARCX T. Rowe Price Retirement 2030 67% 3 60 0 1.08% 10.35%
Target Date 2016-2020 PARBX T. Rowe Price Retirement 2020 62% 3 60 0 0.78% 11.7%
Retirement Income PARIX T. Rowe Price Retirement Income Fund 45% 3 60 0 0.49% 9.3%
Moderate Allocation AMECX American Funds Income Fund Of America 39% 3 60 0 0.69% 3.71%
FIXED INCOME
Intermediate-Term Bond FTRBX Federated Total Return Bond Fund Is 90% 3 60 0 0.94% 3.26%
Short-Term Bond FSXIX Fidelity Advisor Short Fixed Income — A 0% 3 60 0 0.53% 0%
US EQUITY
SMALL BLEND NBGEX Neuberger Berman Genesis Fund A 96% 3 60 0 0.84% 0%
MID-CAP VALUE VASVX Vanguard Selected Value Fund A 84% 3 60 0 0.43% 1.58%
LARGE BLEND NDMAX Nationwide Inv Destinations Mod Con A 60% 3 60 0 0.9% 3.23%
LARGE VALUE ACGIX Van Kampen Growth & Income Fund A 55% 3 60 0 0.53% 1.34%
Mid-Cap Growth KAUAX Federated Kaufmann Fund Class A 49% 3 60 0 2.51% 1.92%
LARGE GROWTH TRSAX T. Rowe Price Growth Stock Fund 36% 3 60 0 0.93% 3.49%
LARGE BLEND GSSQX Goldman Sachs Structured US Equity A 24% 3 60 0 0.55% 2.16%
MID-CAP BLEND VMISX Vanguard Mid Cap Index Fund Signal 0% 3 60 0 0.1% 1.26%
Small Growth RVPCX Royce Value Plus Service 0% 3 60 0 1.24% 0%
Mid-Cap Growth HMCJX Eagle Mid Cap Stock Fund 0% 3 60 0 0.79% 5.74%
SMALL BLEND KDSAX DWS Dreman Small Cap Value Fund 0% 3 60 0 1.3% 10.73%
Average Expense Ratio: 0.89%
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Related Retirement Plans
BANCORPSOUTH 401(K) PROFIT-SHARING PLAN
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 3.8% 14.6% 1.3% 6.1% 5.4% 7.3%

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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:BXS)
The plan consists of 23 funds. It covers 3 major asset classes and 18 minor asset classes. The major asset classes it covers are Foreign Equity, US Equity and Fixed Income.


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