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MyPlanIQ MORGAN KEEGAN and COMPANY REVISED PROFIT SHARING AND RETIREMENT SAVINGS PLAN

MORGAN KEEGAN and COMPANY REVISED PROFIT SHARING AND RETIREMENT SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 17
Asset Class Ticker Description Rating
Others
World Allocation CAIBX Capital Income Builder; Class A Shares
Moderate Allocation ABALX American Balanced Fund; Class A Shares
Moderate Allocation RIDEX Income Fund of America; Class R-4 Shares
INTERNATIONAL EQUITY
WORLD STOCK ANWPX New Perspective Fund; Class A Shares
WORLD STOCK CWGIX Capital World Growth & Income Fund; Class A Shares
WORLD STOCK SMCWX SMALLCAP World Fund
US EQUITY
LARGE BLEND ANCFX Fundamental Investors
MID-CAP VALUE PCMRX Pioneer Mid Cap Value Fund; Class R Shares
LARGE GROWTH AMCPX AMCAP Fund; Class A Shares
Total Available Funds: 17
Asset Class Ticker Description Rating
Others
World Allocation CAIBX Capital Income Builder; Class A Shares
Moderate Allocation ABALX American Balanced Fund; Class A Shares
Moderate Allocation RIDEX Income Fund of America; Class R-4 Shares
Moderate Allocation AYBLX Pioneer Series Trust IV: Pioneer Classic Balanced Fund; Class Y Shares
INTERNATIONAL EQUITY
WORLD STOCK ANWPX New Perspective Fund; Class A Shares
WORLD STOCK CWGIX Capital World Growth & Income Fund; Class A Shares
WORLD STOCK SMCWX SMALLCAP World Fund
Foreign Large Blend AEPGX EuroPacific Growth Fund; Class A Shares
US EQUITY
LARGE BLEND ANCFX Fundamental Investors
MID-CAP VALUE PCMRX Pioneer Mid Cap Value Fund; Class R Shares
LARGE GROWTH AMCPX AMCAP Fund; Class A Shares
LARGE BLEND AIVSX Investment Company of America; Class A Shares
Mid-Cap Growth PMCTX Pioneer Series Trust I: Pioneer Select Mid Cap Growth Fund; Class A Shares
FIXED INCOME
WORLD BOND CWBFX Capital World Bond Fund; Class A Shares
Short-Term Bond AIBAX Intermediate Bond Fund of America; Class A Shares
High Yield Bond AHITX American High-Income Trust; Class A Shares
Intermediate Government AMUSX American Funds Income Series: US Government Securities Fund; Class A Shares
Total Available Funds: 17
  • 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
World Allocation CAIBX Capital Income Builder; Class A Shares 61% 3 60 0 0.26% 7.98%
Moderate Allocation ABALX American Balanced Fund; Class A Shares 43% 3 60 0 0.31% 8.76%
Moderate Allocation RIDEX Income Fund of America; Class R-4 Shares 37% 3 60 0 0.69% 9.92%
Moderate Allocation AYBLX Pioneer Series Trust IV: Pioneer Classic Balanced Fund; Class Y Shares 0% 3 60 0 0.95% 4.16%
INTERNATIONAL EQUITY
WORLD STOCK ANWPX New Perspective Fund; Class A Shares 65% 3 60 0 1.47% 6.96%
WORLD STOCK CWGIX Capital World Growth & Income Fund; Class A Shares 64% 3 60 0 0.53% 11.09%
WORLD STOCK SMCWX SMALLCAP World Fund 62% 3 60 0 0.66% 5.19%
Foreign Large Blend AEPGX EuroPacific Growth Fund; Class A Shares 57% 3 60 0 0.9% 13.79%
US EQUITY
LARGE BLEND ANCFX Fundamental Investors 52% 3 60 0 0.28% 9.29%
MID-CAP VALUE PCMRX Pioneer Mid Cap Value Fund; Class R Shares 48% 3 60 0 0.89% 9.1%
LARGE GROWTH AMCPX AMCAP Fund; Class A Shares 45% 3 60 0 0.49% 9.27%
LARGE BLEND AIVSX Investment Company of America; Class A Shares 38% 3 60 0 0.27% 11.09%
Mid-Cap Growth PMCTX Pioneer Series Trust I: Pioneer Select Mid Cap Growth Fund; Class A Shares 0% 3 60 0 1.15% 3.12%
FIXED INCOME
WORLD BOND CWBFX Capital World Bond Fund; Class A Shares 64% 3 60 0 0.99% 2.75%
Short-Term Bond AIBAX Intermediate Bond Fund of America; Class A Shares 49% 3 60 0 0.29% 3.86%
High Yield Bond AHITX American High-Income Trust; Class A Shares 47% 3 60 0 0.41% 6.44%
Intermediate Government AMUSX American Funds Income Series: US Government Securities Fund; Class A Shares 43% 3 60 0 0.24% 3.99%
Average Expense Ratio: 0.63%
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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*
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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 to Create Model Portfolio

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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
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