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MyPlanIQ 401k Investor Trustmark 401(k) Plan

Trustmark 401(k) Plan Investment Model Portfolios

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TRUSTMARK 401(K) PLAN
Investment Options
Total Available Funds: 34
Asset Class Ticker Description Rating
Others
Conservative Allocation GIMCX Nationwide Investor Destinations Conservative Services Fund
Moderate Allocation QIBGX Federated MDT Balanced Fund
Conservative Allocation NSDCX Nationwide Investor Destinations Moderately Conservative Services Fund
INTERNATIONAL EQUITY
WORLD STOCK MDISX Franklin Mutual Discovery Fund
FOREIGN SMALL/MID GROWTH OSMAX Oppenheimer International Small Co Fund
Foreign Large Value TEFRX Templeton Foreign Fund
US EQUITY
LARGE GROWTH PRGFX T. Rowe Price Growth Stock Fund
MID-CAP VALUE FRBSX Franklin Balance Sheet Investment Fund
LARGE BLEND NYVTX Davis NY Venture Fund
Total Available Funds: 34
Asset Class Ticker Description Rating
Others
Conservative Allocation GIMCX Nationwide Investor Destinations Conservative Services Fund
Moderate Allocation QIBGX Federated MDT Balanced Fund
Conservative Allocation NSDCX Nationwide Investor Destinations Moderately Conservative Services Fund
Conservative Allocation NSDCX Nationwide Investor Destinations Moderate Services Fund
ROOT CASH Federated Prime Obligations Fund
INTERNATIONAL EQUITY
WORLD STOCK MDISX Franklin Mutual Discovery Fund
FOREIGN SMALL/MID GROWTH OSMAX Oppenheimer International Small Co Fund
Foreign Large Value TEFRX Templeton Foreign Fund
WORLD STOCK OPPAX Oppenheimer Global Fund
US EQUITY
LARGE GROWTH PRGFX T. Rowe Price Growth Stock Fund
MID-CAP VALUE FRBSX Franklin Balance Sheet Investment Fund
LARGE BLEND NYVTX Davis NY Venture Fund
MID-CAP VALUE JMVSX JPMorgan Mid-Cap Value Fund
LARGE VALUE ACGMX Van Kampen Growth Income Fund
MID-CAP BLEND FMDCX Federated Mid-Cap Index Fund
Mid-Cap Growth KAUFX Federated Kaufmann Fund
SMALL BLEND GDSTX Goldman Sachs Structured Small-Cap Equity Fund
LARGE BLEND NDMSX Nationwide Investor Destinations Moderately Aggressive Services Fund
SMALL BLEND NBGAX Neuberger Neuberger Berman Genesis Assets Adv Fund
LARGE BLEND NDAAX Nationwide Investor Destinations Aggressive Services Fund
LARGE GROWTH AGTHX American Funds Euro Pacific Growth Fund
Small Growth FKASX Federated Kaufmann Small-Cap Fund
SMALL BLEND OPMBX Oppenheimer Main Street Small-Cap Fund
LARGE VALUE PSDFX Performance Funds Tr Strategic Dividend Fund
Mid-Cap Growth PILEX Performance Funds Tr Leader
LARGE BLEND PFEQX Performance Funds Tr Large-Cap Equity Fund
Mid-Cap Growth PCGIX Performance Funds Tr Mid-Cap Equity Fund
FIXED INCOME
High Yield Bond RITFX American Funds High Income Tr Fund
Intermediate-Term Bond FTRFX Federated Total Return Bond Institutional Services Fund
Intermediate Government FGFSX Federated Mortgage Institutional Services Fund
Intermediate-Term Bond INISX Federated interm Corporate Bond Institutional Services Fund
SHORT GOVERNMENT STABLEVALUE Federated Capital Preservation Fund
Intermediate-Term Bond PFFIX Performance Funds Tr interm Term Government Income Fund
SHORT GOVERNMENT PFSFX Performance Funds Tr Short-Term Government Income Fund
Total Available Funds: 34
  • 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
Others
Conservative Allocation GIMCX Nationwide Investor Destinations Conservative Services Fund 80% 3 60 0 1.18% 4.03%
Moderate Allocation QIBGX Federated MDT Balanced Fund 79% 3 60 0 1.05% 9%
Conservative Allocation NSDCX Nationwide Investor Destinations Moderately Conservative Services Fund 49% 3 60 0 0.51% 4.83%
Conservative Allocation NSDCX Nationwide Investor Destinations Moderate Services Fund 49% 3 60 0 0.51% 4.83%
ROOT CASH Federated Prime Obligations Fund 0% 1 60 0 NA 2.53%
INTERNATIONAL EQUITY
WORLD STOCK MDISX Franklin Mutual Discovery Fund 94% 3 60 0 1.45% 10.74%
FOREIGN SMALL/MID GROWTH OSMAX Oppenheimer International Small Co Fund 66% 3 60 0 0.97% 17.28%
Foreign Large Value TEFRX Templeton Foreign Fund 53% 3 60 0 0.85% 3.89%
WORLD STOCK OPPAX Oppenheimer Global Fund 48% 3 60 0 1.31% 22.42%
US EQUITY
LARGE GROWTH PRGFX T. Rowe Price Growth Stock Fund 100% 3 60 0 0% 13.94%
MID-CAP VALUE FRBSX Franklin Balance Sheet Investment Fund 93% 3 60 0 1.15% 4.69%
LARGE BLEND NYVTX Davis NY Venture Fund 92% 3 60 0 1.75% 12.3%
MID-CAP VALUE JMVSX JPMorgan Mid-Cap Value Fund 85% 3 60 0 1.14% 18.94%
LARGE VALUE ACGMX Van Kampen Growth Income Fund 80% 3 60 0 0.79% 8.79%
MID-CAP BLEND FMDCX Federated Mid-Cap Index Fund 80% 3 60 0 0.32% 10.65%
Mid-Cap Growth KAUFX Federated Kaufmann Fund 64% 3 60 0 2.51% 10.54%
SMALL BLEND GDSTX Goldman Sachs Structured Small-Cap Equity Fund 60% 3 60 0 0.97% 12.57%
LARGE BLEND NDMSX Nationwide Investor Destinations Moderately Aggressive Services Fund 59% 3 60 0 0.9% 9.57%
SMALL BLEND NBGAX Neuberger Neuberger Berman Genesis Assets Adv Fund 55% 3 60 0 0.84% 14.51%
LARGE BLEND NDAAX Nationwide Investor Destinations Aggressive Services Fund 46% 3 60 0 0.5% 10.89%
LARGE GROWTH AGTHX American Funds Euro Pacific Growth Fund 41% 3 60 0 0.3% 11.19%
Small Growth FKASX Federated Kaufmann Small-Cap Fund 39% 3 60 0 1.36% 19.21%
SMALL BLEND OPMBX Oppenheimer Main Street Small-Cap Fund 0% 3 60 0 2.04% 15.61%
LARGE VALUE PSDFX Performance Funds Tr Strategic Dividend Fund 0% 3 60 0 1.03% 1.91%
Mid-Cap Growth PILEX Performance Funds Tr Leader 0% 3 60 0 1.26% 0%
LARGE BLEND PFEQX Performance Funds Tr Large-Cap Equity Fund 0% 3 60 0 1.07% 1.44%
Mid-Cap Growth PCGIX Performance Funds Tr Mid-Cap Equity Fund 0% 3 60 0 1.16% 0%
FIXED INCOME
High Yield Bond RITFX American Funds High Income Tr Fund 89% 3 60 0 0.72% 6.77%
Intermediate-Term Bond FTRFX Federated Total Return Bond Institutional Services Fund 61% 3 60 0 0.38% 4.29%
Intermediate Government FGFSX Federated Mortgage Institutional Services Fund 47% 3 60 0 0.59% 4.02%
Intermediate-Term Bond INISX Federated interm Corporate Bond Institutional Services Fund 45% 3 60 0 0.58% 4.02%
SHORT GOVERNMENT STABLEVALUE Federated Capital Preservation Fund 16% 3 60 0 NA 20.17%
Intermediate-Term Bond PFFIX Performance Funds Tr interm Term Government Income Fund 0% 3 60 0 0.84% 3.54%
SHORT GOVERNMENT PFSFX Performance Funds Tr Short-Term Government Income Fund 0% 3 60 0 0.91% 0.4%
Average Expense Ratio: 0.98%
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Model Portfolios
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 for Portfolio Details or Follow 0.9% 18.3% 12.3% 12.1% 8.0% 8.0%

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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 11.9% 4.6% 6.7% 5.0% 4.7% 5.2%

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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:TRMK)
The plan consists of 34 funds. It covers 3 major asset classes and 17 minor asset classes. The major asset classes it covers are Fixed Income, US Equity and Foreign Equity.

The symbol of the complany is TRMK.



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