MyPlanIQ 401k Investor Pinnacle Financial Partners, Inc. 401(k) Plan

Pinnacle Financial Partners, Inc. 401(k) Plan

This Plan is unrated.
Investment Options
Total Available Funds: 23
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
WORLD STOCK RWICX American Funds Capital World G/I R3
Foreign Large Blend RERCX American Funds Europacific Growth Fund R3
Others
Target Date 2050+ REITX American Funds 2050 Target Date Fund R3
Conservative Allocation FISRX Franklin Income Fund R
Target Date 2036-2040 REGTX American Funds 2040 Target Date Fund R3
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return Fund R
WORLD BOND RCWCX American Funds Capital World Bond Fund R3
High Yield Bond RITCX American Funds High Income Tr R3
US EQUITY
MID-CAP VALUE GETGX Victory Established Value Fund R
LARGE GROWTH JDCRX Janus Forty Fund R
LARGE BLEND ANCFX American Funds Fundamental Investors R3
Total Available Funds: 23
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
WORLD STOCK RWICX American Funds Capital World G/I R3
Foreign Large Blend RERCX American Funds Europacific Growth Fund R3
Others
Target Date 2050+ REITX American Funds 2050 Target Date Fund R3
Conservative Allocation FISRX Franklin Income Fund R
Target Date 2036-2040 REGTX American Funds 2040 Target Date Fund R3
Target Date 2031-2035 REFTX American Funds 2035 Target Date Fund R3
Target Date 2000-2010 REATX American Funds 2010 Target Date Fund R3
Target Date 2041-2045 REHTX American Funds 2045 Target Date Fund R3
Target Date 2026-2030 REETX American Funds 2030 Target Date Fund R3
Target Date 2011-2015 REJTX American Funds 2015 Target Date Fund R3
Target Date 2021-2025 REDTX American Funds 2025 Target Date Fund R3
Target Date 2016-2020 RECTX American Funds 2020 Target Date Fund R3
World Allocation RIRCX Amercian Funds Capital Income Builder R3
ROOT CASH American Funds Money Mkt Fund R3
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return Fund R
WORLD BOND RCWCX American Funds Capital World Bond Fund R3
High Yield Bond RITCX American Funds High Income Tr R3
US EQUITY
MID-CAP VALUE GETGX Victory Established Value Fund R
LARGE GROWTH JDCRX Janus Forty Fund R
LARGE BLEND ANCFX American Funds Fundamental Investors R3
SMALL BLEND SMERX AIM Small Cap Equity Fund R
LARGE GROWTH RGACX American Funds Growth Fund of Amer R3
LARGE BLEND FMXKX Federated Max-Cap Index K
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 RWICX American Funds Capital World G/I R3 61% 3 60 0 0.53% 3.21%
Foreign Large Blend RERCX American Funds Europacific Growth Fund R3 55% 3 60 0 0.9% 3.46%
Others
Target Date 2050+ REITX American Funds 2050 Target Date Fund R3 82% 3 60 0 0.73% 6.13%
Conservative Allocation FISRX Franklin Income Fund R 82% 3 60 0 0.72% 5.33%
Target Date 2036-2040 REGTX American Funds 2040 Target Date Fund R3 76% 3 60 0 1.46% 5.63%
Target Date 2031-2035 REFTX American Funds 2035 Target Date Fund R3 74% 3 60 0 0.35% 4.91%
Target Date 2000-2010 REATX American Funds 2010 Target Date Fund R3 74% 3 60 0 0.28% 3.45%
Target Date 2041-2045 REHTX American Funds 2045 Target Date Fund R3 73% 3 60 0 0.72% 5.88%
Target Date 2026-2030 REETX American Funds 2030 Target Date Fund R3 73% 3 60 0 0.33% 4.1%
Target Date 2011-2015 REJTX American Funds 2015 Target Date Fund R3 72% 3 60 0 0.3% 3.68%
Target Date 2021-2025 REDTX American Funds 2025 Target Date Fund R3 71% 3 60 0 0.32% 3.82%
Target Date 2016-2020 RECTX American Funds 2020 Target Date Fund R3 70% 3 60 0 0.3% 3.86%
World Allocation RIRCX Amercian Funds Capital Income Builder R3 59% 3 60 0 0.26% 1.76%
ROOT CASH American Funds Money Mkt Fund R3 0% 1 60 0 NA 4.14%
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return Fund R 97% 3 60 0 0.83% 3.98%
WORLD BOND RCWCX American Funds Capital World Bond Fund R3 58% 3 60 0 0.99% 2.16%
High Yield Bond RITCX American Funds High Income Tr R3 42% 3 60 0 0.41% 6.15%
US EQUITY
MID-CAP VALUE GETGX Victory Established Value Fund R 64% 3 60 0 1.65% 5.75%
LARGE GROWTH JDCRX Janus Forty Fund R 62% 3 60 0 1.64% 10.55%
LARGE BLEND ANCFX American Funds Fundamental Investors R3 53% 3 60 0 0.28% 1.65%
SMALL BLEND SMERX AIM Small Cap Equity Fund R 38% 3 60 0 1.01% 0%
LARGE GROWTH RGACX American Funds Growth Fund of Amer R3 37% 3 60 0 0.3% 0%
LARGE BLEND FMXKX Federated Max-Cap Index K 32% 3 60 0 0.37% 23.4%
Average Expense Ratio: 0.67%
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Related Retirement Plans
PINNACLE FINANCIAL PARTNERS, INC. 401(K) 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 1.6% 12.8% 3.3% 8.8% 5.6% 7.5%

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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:PNFP)
The plan consists of 23 funds. It covers 4 major asset classes and 21 minor asset classes. The major asset classes it covers are US Equity, Fixed Income, Foreign Equity and Commodity.
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