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MyPlanIQ 401k Investor COVENANT TRANSPORT, INC. 401(K) AND PROFIT SHARING PLAN

COVENANT TRANSPORT, INC. 401(K) AND PROFIT SHARING PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 16
Asset Class Ticker Description Rating
Others
ROOT CASH Vanguard Funds Vanguard Trs Money Mkt
Conservative Allocation DVSIX Transamerica Asset Allocation Funds Short/interm Horizon Asset Allocation Fund
Conservative Allocation DVMSX Transamerica Asset Allocation Funds interm Horizon Asset Allocation Fund
REAL ESTATE
REAL ESTATE REAIX American Century Funds American Century Real Estate Investment Fund
US EQUITY
LARGE GROWTH RGAFX American Funds American Growth Fund
Mid-Cap Growth FISGX First American Funds First American Mid Cap Growth
LARGE VALUE ECSTX Eaton Eaton Van Large Cap Value
FIXED INCOME
Intermediate-Term Bond DVCSX Transamerica Asset Allocation Funds Short Horizon Asset Allocation Fund
Intermediate-Term Bond DVGCX Transamerica Partners Funds Group Core Bond Fund
Total Available Funds: 16
Asset Class Ticker Description Rating
Others
ROOT CASH Vanguard Funds Vanguard Trs Money Mkt
Conservative Allocation DVSIX Transamerica Asset Allocation Funds Short/interm Horizon Asset Allocation Fund
Conservative Allocation DVMSX Transamerica Asset Allocation Funds interm Horizon Asset Allocation Fund
Moderate Allocation DVASX Transamerica Asset Allocation Funds interm/Long Horizon Asset Allocation Fund
ROOT CASH State Street Bank Tr Cash Reserve Account
REAL ESTATE
REAL ESTATE REAIX American Century Funds American Century Real Estate Investment Fund
US EQUITY
LARGE GROWTH RGAFX American Funds American Growth Fund
Mid-Cap Growth FISGX First American Funds First American Mid Cap Growth
LARGE VALUE ECSTX Eaton Eaton Van Large Cap Value
LARGE BLEND DSKIX Transamerica Partners Funds Group Stock Index Fund
MID-CAP VALUE DVMVX Transamerica Partners Funds Group Mid Value Fund
LARGE BLEND DVLSX Transamerica Asset Allocation Funds Long Horizon Asset Allocation Fund
SMALL BLEND KSCIX Keeley Keeley Small Cap Value
LARGE GROWTH IAFSX American Funds American European Growth
FIXED INCOME
Intermediate-Term Bond DVCSX Transamerica Asset Allocation Funds Short Horizon Asset Allocation Fund
Intermediate-Term Bond DVGCX Transamerica Partners Funds Group Core Bond Fund
Total Available Funds: 16
  • 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
ROOT CASH Vanguard Funds Vanguard Trs Money Mkt 0% 1 60 0 NA 2.53%
Conservative Allocation DVSIX Transamerica Asset Allocation Funds Short/interm Horizon Asset Allocation Fund 0% 3 60 0 1.18% 2.36%
Conservative Allocation DVMSX Transamerica Asset Allocation Funds interm Horizon Asset Allocation Fund 0% 3 60 0 1.23% 1.07%
Moderate Allocation DVASX Transamerica Asset Allocation Funds interm/Long Horizon Asset Allocation Fund 0% 3 60 0 1.3% 0.88%
ROOT CASH State Street Bank Tr Cash Reserve Account 0% 1 60 0 NA 2.53%
REAL ESTATE
REAL ESTATE REAIX American Century Funds American Century Real Estate Investment Fund 70% 3 60 0 0.8% 2.03%
US EQUITY
LARGE GROWTH RGAFX American Funds American Growth Fund 75% 3 60 0 0.63% 11.46%
Mid-Cap Growth FISGX First American Funds First American Mid Cap Growth 72% 3 60 0 0.92% 8.74%
LARGE VALUE ECSTX Eaton Eaton Van Large Cap Value 44% 3 60 0 1.27% 5.53%
LARGE BLEND DSKIX Transamerica Partners Funds Group Stock Index Fund 0% 3 60 0 0.65% 1.15%
MID-CAP VALUE DVMVX Transamerica Partners Funds Group Mid Value Fund 0% 3 60 0 1.25% 8.79%
LARGE BLEND DVLSX Transamerica Asset Allocation Funds Long Horizon Asset Allocation Fund 0% 3 60 0 0.1% 0.66%
SMALL BLEND KSCIX Keeley Keeley Small Cap Value 0% 3 60 0 1.1% 7.82%
LARGE GROWTH IAFSX American Funds American European Growth 0% 3 60 0 NA 0%
FIXED INCOME
Intermediate-Term Bond DVCSX Transamerica Asset Allocation Funds Short Horizon Asset Allocation Fund 0% 3 60 0 1.12% 1.49%
Intermediate-Term Bond DVGCX Transamerica Partners Funds Group Core Bond Fund 0% 3 60 0 0.98% 1.71%
Average Expense Ratio: 0.96%
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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 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 4.5% 5.5% 2.9% 5.4% 7.1% 8.8%

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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:CVTI)
The plan consists of 18 funds. It covers 3 major asset classes and 11 minor asset classes. The major asset classes it covers are REITs, US Equity and Fixed Income.
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