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MyPlanIQ 401k Investor RENASANT BANK 401(k) PLAN RENASANT BANK 401(k) PLAN Asset Allocation Composite Moderate

RENASANT BANK 401(k) PLAN Asset Allocation Composite Moderate

live (public) 0.10% September 29

Delayed Holdings (As of 07/31/2020)
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Asset Fund in this portfolio Price change* Original Fund Description Percentage
General Bond MWTIX (Metropolitan West Total Return Bond I) 0.09% Metropolitan West Total Return Bond I 79.27%
US Equity TRBCX (T. Rowe Price Blue Chip Growth) 1.11% T. Rowe Price Blue Chip Growth 5.02%
US Equity MEFZX (MassMutual Select Mid Cap Gr Eq II Z) 0.36% MassMutual Select Mid Cap Gr Eq II Z 4.82%
CASH CASH (CASH) 0.0% Federated Government Obligs Premier (GOFXX) 0.02%
Real Estate VGSLX (Vanguard REIT Index Adm) 0.22% Vanguard REIT Index Adm 5.00%
Emerging Market Equity PRZIX (T.Rowe Price Emerging Markets Stock I) 0.90% T.Rowe Price Emerging Markets Stock I 1.48%
International Equity VTMGX (Vanguard Tax-Managed Intl Adm) 1.69% Vanguard Tax-Managed Intl Adm 2.19%
International Equity OSMYX (Oppenheimer International Small Co Y) 0.64% Oppenheimer International Small Co Y 2.20%

* Day change on 07/31/2020.

Monthly Holding Date: Total Transaction Times So Far:
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Holdings

Transactions

Next Rebalance Date: 10/01/2020
Beta
Performance (As of 09/29/2020)

Inception Date: 12/31/2000

Name YTD*
Return
1Yr
AR**
3Yr
AR**
5Yr
AR**
10Yr
AR**
15Yr
AR**
RENASANT BANK 401(k) PLAN Asset Allocation Composite Moderate 0.9% 5.1% 5.8% 7.5% 8.8% 9.6%
VFINX (Vanguard (S&P 500) Index) 4.2% 13.6% 11.8% 13.7% 13.4% 9.0%
VBINX (Vanguard Balance (60% stocks/40% bonds) 5.9% 11.6% 9.2% 9.8% 9.5% 7.5%

*   YTD: Year to Date
**  AR: Annualized Return
Last 1 Week* YTD*(2020) 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr Inception** 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001
AR(%) -0.1 0.9 5.1 5.8 7.5 8.8 9.6 10.5 18.3 -3.8 14.2 7.3 -0.6 8.6 18.4 19.0 0.1 24.2 28.0 -4.2 4.4 14.5 8.4 14.9 25.2 8.9 7.3
SR NA 0.08 0.59 0.61 0.96 1.0 NA 1.15 2.67 -0.58 2.71 1.03 -0.09 1.29 2.41 2.33 0.0 2.28 2.53 -0.67 0.13 1.55 0.89 1.7 3.65 1.8 0.99
DD(%) NA 12.6 12.6 12.6 12.6 14.5 NA 14.5 2.8 11.7 1.9 4.9 7.1 5.1 7.0 6.3 14.5 8.4 5.2 9.8 7.9 6.7 4.3 8.9 2.7 3.0 3.7
SD(%) NA 8.5 7.7 7.8 7.0 8.4 NA 8.3 6.3 8.8 5.0 6.9 7.1 6.6 7.6 8.1 14.9 10.6 11.0 7.7 10.5 7.3 6.9 8.2 6.7 4.3 5.0
TR NA 0.05 0.31 0.2 0.27 0.22 NA 0.44 0.37 -0.11 0.24 0.2 -0.02 0.16 0.29 0.32 0.0 0.57 2.02 9.07 0.02 0.18 0.11 0.24 1.68 -0.99 -1.55
Alpha(%) NA 0.0 0.01 0.01 0.01 0.02 NA 0.03 0.02 -0.01 0.01 0.01 0.0 0.01 0.0 0.04 0.0 0.06 0.09 -0.02 0.0 0.02 0.02 0.03 0.07 0.02 0.02
Beta(%) NA 0.14 0.15 0.24 0.25 0.38 NA 0.22 0.45 0.48 0.57 0.35 0.37 0.54 0.63 0.59 0.61 0.43 0.14 -0.01 0.61 0.62 0.58 0.57 0.15 -0.08 -0.03
RS NA 0.42 0.41 0.49 0.47 0.61 NA 0.27 0.79 0.87 0.58 0.45 0.64 0.85 0.83 0.86 0.92 0.53 0.12 0.0 0.86 0.73 0.74 0.6 0.14 0.23 0.02
SR NA 0.1 0.74 0.81 1.29 1.38 NA 1.63 4.01 -0.75 4.06 1.36 -0.11 1.88 3.5 3.65 0.0 3.32 3.91 -0.91 0.18 2.36 1.3 2.4 5.89 2.68 1.48
Yield(%) N/A 1.05 2.21 3.86 4.33 4.42 N/A 4.87 3.29 4.29 5.52 5.28 4.17 6.58 3.33 4.86 3.74 5.46 5.78 6.71 4.66 4.0 3.61 3.07 4.09 5.99 7.02

*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/31/2000

Commission Fee ($ per transaction)      Long Term Tax Rate (%)
Short Term Tax Rate (%)      Monthly Withdraw ($)
Monthly Deposit ($)      Tax on Withdraw (%)
Initial Amount ($)      Estimation Method
The start date of the charts is 01/02/2001 when all charts have data
Portfolio Description

The risk profile of this portfolio is 40%. The total allocation of the fixed income asset should be at least 40%.

The portfolio’s stock (risk asset) allocation can be dynamically reduced when stock or risk asset markets are in a downtrend.

This portfolio belongs to RENASANT BANK 401(k) PLAN.


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