MyPlanIQ 401k Investor FIRST HORIZON NATIONAL CORPORATION SAVINGS PLAN

FIRST HORIZON NATIONAL CORPORATION SAVINGS PLAN

Investment Menu Rating:

Investment Options
Total Available Funds: 25
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend HAINX Harbor Fund International Fund Mutual fund
Others
Target Date 2026-2030 STLDX Barclays Global Life Path Index 2030 Fund Common/collective trust fund
Retirement Income STLAX Barclays Global Life Path Index Retirement Common/collective trust fund
Moderate Allocation DODBX Dodge & Cox Balanced Fund Mutual fund
US EQUITY
LARGE BLEND FFIDX Fidelity Inst
MID-CAP BLEND RPFIX Royce Premier Fund Mutual fund
LARGE BLEND VFIAX Vanguard 500 Index Fund - Admiral Mutual fund
FIXED INCOME
Emerging Markets Bond GSDIX Goldman Sachs Financial Square Money market fund
Intermediate-Term Bond GSFIX Goldman Sachs Core Fixed Income/Inst Mutual fund
Total Available Funds: 25
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend HAINX Harbor Fund International Fund Mutual fund
Others
Target Date 2026-2030 STLDX Barclays Global Life Path Index 2030 Fund Common/collective trust fund
Retirement Income STLAX Barclays Global Life Path Index Retirement Common/collective trust fund
Moderate Allocation DODBX Dodge & Cox Balanced Fund Mutual fund
Target Date 2036-2040 STLEX Barclays Global Life Path Index 2040 Fund Common/collective trust fund
ROOT CASH Money market substitute
EQUITY PMTC Parametric Technology Corporation Corporate stock
EQUITY MUR Murphy Oil Corporation Corporate stock
EQUITY MLHR Miller Herman Inc. Corporate stock
EQUITY MER Merrill Lynch & Company Inc.Corporate stock
Target Date 2016-2020 STLCX Barclays Global Life Path Index 2020 Fund Common/collective trust fund
ROOT STLBX Barclays Global Life Path Index 2010 Fund Common/collective trust fund
ROOT CASH Federated Capital Reserves Money market fund
US EQUITY
LARGE BLEND FFIDX Fidelity Inst
MID-CAP BLEND RPFIX Royce Premier Fund Mutual fund
LARGE BLEND VFIAX Vanguard 500 Index Fund - Admiral Mutual fund
LARGE BLEND GSELX Goldman Sachs Structured US Equity Mutual fund
SMALL BLEND GCSSX Goldman Sachs Structured Small Cap Equity Mutual fund
US EQUITY SVU Supervalu Inc.Corporate stock
US EQUITY JPM JP Morgan Chase & Company Corporate stock
US EQUITY DEL Deltic Timber Corporation Corporate stock
US EQUITY ATX Cross A T Company Corporate stock
Small Growth OMIRX Old Mutual Copper Rock Emerging Growth Mutual fund
FIXED INCOME
Emerging Markets Bond GSDIX Goldman Sachs Financial Square Money market fund
Intermediate-Term Bond GSFIX Goldman Sachs Core Fixed Income/Inst Mutual fund
Total Available Funds: 25
  • 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 Blend HAINX Harbor Fund International Fund Mutual fund 99% 3 60 0 1.02% 3.71%
Others
Target Date 2026-2030 STLDX Barclays Global Life Path Index 2030 Fund Common/collective trust fund 94% 3 60 0 0.34% 0.97%
Retirement Income STLAX Barclays Global Life Path Index Retirement Common/collective trust fund 92% 3 60 0 0.84% 3.46%
Moderate Allocation DODBX Dodge & Cox Balanced Fund Mutual fund 92% 3 60 0 0.42% 2.07%
Target Date 2036-2040 STLEX Barclays Global Life Path Index 2040 Fund Common/collective trust fund 92% 3 60 0 1.04% 0.69%
ROOT CASH Money market substitute 0% 1 60 0 NA 5.5%
EQUITY PMTC Parametric Technology Corporation Corporate stock 0% 3 60 0 NA 0%
EQUITY MUR Murphy Oil Corporation Corporate stock 0% 3 60 0 NA 2.77%
EQUITY MLHR Miller Herman Inc. Corporate stock 0% 3 60 0 NA 2.86%
EQUITY MER Merrill Lynch & Company Inc.Corporate stock 0% 3 60 0 NA 2.5%
Target Date 2016-2020 STLCX Barclays Global Life Path Index 2020 Fund Common/collective trust fund 0% 3 60 0 0.67% 7.52%
ROOT STLBX Barclays Global Life Path Index 2010 Fund Common/collective trust fund 0% 3 60 0 NA 2.45%
ROOT CASH Federated Capital Reserves Money market fund 0% 3 60 0 NA 5.5%
US EQUITY
LARGE BLEND FFIDX Fidelity Inst 100% 3 60 0 0.46% 0%
MID-CAP BLEND RPFIX Royce Premier Fund Mutual fund 96% 3 60 0 2.24% 0.08%
LARGE BLEND VFIAX Vanguard 500 Index Fund - Admiral Mutual fund 78% 3 60 0 0.14% 1.1%
LARGE BLEND GSELX Goldman Sachs Structured US Equity Mutual fund 66% 3 60 0 0.55% 0%
SMALL BLEND GCSSX Goldman Sachs Structured Small Cap Equity Mutual fund 25% 3 60 0 0.97% 0%
US EQUITY SVU Supervalu Inc.Corporate stock 0% 3 60 0 NA 0%
US EQUITY JPM JP Morgan Chase & Company Corporate stock 0% 3 60 0 NA 2.63%
US EQUITY DEL Deltic Timber Corporation Corporate stock 0% 3 60 0 NA 0.51%
US EQUITY ATX Cross A T Company Corporate stock 0% 3 60 0 NA 0%
Small Growth OMIRX Old Mutual Copper Rock Emerging Growth Mutual fund 0% 3 60 0 NA 0%
FIXED INCOME
Emerging Markets Bond GSDIX Goldman Sachs Financial Square Money market fund 89% 3 60 0 1.16% 3.27%
Intermediate-Term Bond GSFIX Goldman Sachs Core Fixed Income/Inst Mutual fund 76% 3 60 0 0.46% 2.54%
Average Expense Ratio: 0.79%
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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 0.3% 7.0% 3.5% 5.5% 4.9% 6.0%

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Strategic Asset Allocation - Optimal: Click here to see this strategy description
Optimal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click to Create Model Portfolio

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Tactical Asset Allocation: Click here to see this strategy description
Dynamic Asset Switching YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 0.3% 10.1% 3.6% 6.0% 6.6% 7.9%

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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:FHN)
The plan consists of 30 funds. It covers 3 major asset classes and 14 minor asset classes. The major asset classes it covers are Fixed Income, US Equity and Foreign Equity.


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