MyPlanIQ 401k Investor HANCOCK BANK 401(k) SAVINGS AND INVESTMENT PLAN AND TRUST

HANCOCK BANK 401(k) SAVINGS AND INVESTMENT PLAN AND TRUST

This Plan is unrated.
Investment Options
Total Available Funds: 14
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth FDIVX Fidelity Advisor Diversified International Fund
Foreign Large Blend HHDTX Hancock Horizon Diversified International Fund Class A
Foreign Large Blend RIMAX Federated Intercontinental Fund Class A
Others
ROOT CASH Hancock Horizon Treasury SEC Money Market Sweep
US EQUITY
LARGE GROWTH PRGFX T Rowe Price Growth Stock Fund
SMALL BLEND TRSSX T Rowe Price Small-Cap Stock Fund
LARGE BLEND FISPX Federated Max-Cap Fund
FIXED INCOME
Intermediate-Term Bond FDBAX Federated Fortress Bond Fund
Intermediate Government FUSGX Federated U.S. Government Securities
Intermediate-Term Bond HHBAX Hancock Horizon Strategic Income Bond Fund Class A
Total Available Funds: 14
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth FDIVX Fidelity Advisor Diversified International Fund
Foreign Large Blend HHDTX Hancock Horizon Diversified International Fund Class A
Foreign Large Blend RIMAX Federated Intercontinental Fund Class A
Others
ROOT CASH Hancock Horizon Treasury SEC Money Market Sweep
US EQUITY
LARGE GROWTH PRGFX T Rowe Price Growth Stock Fund
SMALL BLEND TRSSX T Rowe Price Small-Cap Stock Fund
LARGE BLEND FISPX Federated Max-Cap Fund
LARGE VALUE HHGAX Hancock Horizon Value Fund Class A
LARGE GROWTH HHRAX Hancock Horizon Growth Fund Class A
SMALL BLEND HHBUX Hancock Horizon Burkenroad Class A
Mid-Cap Growth HHQTX Hancock Horizon Quantitative Long/Short Fund Class A
FIXED INCOME
Intermediate-Term Bond FDBAX Federated Fortress Bond Fund
Intermediate Government FUSGX Federated U.S. Government Securities
Intermediate-Term Bond HHBAX Hancock Horizon Strategic Income Bond Fund Class A
Total Available Funds: 14
  • 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 Growth FDIVX Fidelity Advisor Diversified International Fund 98% 3 60 0 0.65% 1.59%
Foreign Large Blend HHDTX Hancock Horizon Diversified International Fund Class A 0% 3 60 0 1.34% 0.2%
Foreign Large Blend RIMAX Federated Intercontinental Fund Class A 0% 3 60 0 1.49% 0%
Others
ROOT CASH Hancock Horizon Treasury SEC Money Market Sweep 0% 1 60 0 NA 4.14%
US EQUITY
LARGE GROWTH PRGFX T Rowe Price Growth Stock Fund 100% 3 60 0 0% 0%
SMALL BLEND TRSSX T Rowe Price Small-Cap Stock Fund 78% 3 60 0 0.66% 0.41%
LARGE BLEND FISPX Federated Max-Cap Fund 77% 3 60 0 1.12% 1.09%
LARGE VALUE HHGAX Hancock Horizon Value Fund Class A 0% 3 60 0 1.28% 0%
LARGE GROWTH HHRAX Hancock Horizon Growth Fund Class A 0% 3 60 0 1.33% 0%
SMALL BLEND HHBUX Hancock Horizon Burkenroad Class A 0% 3 60 0 1.25% 0.14%
Mid-Cap Growth HHQTX Hancock Horizon Quantitative Long/Short Fund Class A 0% 3 60 0 1.42% 0.42%
FIXED INCOME
Intermediate-Term Bond FDBAX Federated Fortress Bond Fund 49% 3 60 0 0.86% 3.48%
Intermediate Government FUSGX Federated U.S. Government Securities 46% 3 60 0 0.97% 2.82%
Intermediate-Term Bond HHBAX Hancock Horizon Strategic Income Bond Fund Class A 0% 3 60 0 1.04% 0%
Average Expense Ratio: 1.03%
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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 3.9% 12.9% -1.6% 4.0% 3.8% 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 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:HBHC)
The plan consists of 14 funds. It covers 3 major asset classes and 9 minor asset classes. The major asset classes it covers are Fixed Income, Foreign Equity and US Equity.
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