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MyPlanIQ 401k Investor Regions Financial Corporation 401(k) Plan

Regions Financial Corporation 401(k) Plan Investment Model Portfolios

This Plan is unrated.
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REGIONS FINANCIAL CORPORATION 401(K) PLAN
Investment Options
Total Available Funds: 26
Asset Class Ticker Description Rating
Others
Target Date 2036-2040 TRRDX T Rowe Price Retirement 2040
Target Date 2026-2030 TRRCX T Rowe Price Retirement 2030
Target Date 2016-2020 TRRBX T Rowe Price Retirement 2020
INTERNATIONAL EQUITY
Foreign Large Blend DODFX Dodge & Cox International Stock
US EQUITY
Mid-Cap Growth EISMX Eaton Vance Atl Cap SMID-Cap-I
Mid-Cap Growth SDSCX Dreyfus/The Boston Co Sm/Md Cp Gr I
MID-CAP BLEND CRIAX CRM SMALL MID CAP VAL INST
FIXED INCOME
Intermediate-Term Bond DODIX Dodge & Cox Income
Intermediate-Term Bond PICYX Pioneer Bond-Y
Total Available Funds: 26
Asset Class Ticker Description Rating
Others
Target Date 2036-2040 TRRDX T Rowe Price Retirement 2040
Target Date 2026-2030 TRRCX T Rowe Price Retirement 2030
Target Date 2016-2020 TRRBX T Rowe Price Retirement 2020
Target Date 2011-2015 TRRGX T Rowe Price Retirement 2015
Target Date 2000-2010 TRRFX T Rowe Price Retirement 2005
Target Date 2031-2035 TRRJX T Rowe Price Retirement 2035
Target Date 2000-2010 TRRAX T Rowe Price Retirement 2010
Target Date 2021-2025 TRRHX T Rowe Price Retirement 2025
Target Date 2041-2045 TRRKX T Rowe Price Retirement 2045
World Allocation PAAIX PIMCO All Asset Instl
Target Date 2051+ TRRNX T Rowe Price Retirement 2055
Retirement Income TRRIX T Rowe Price Retirement Income
Target Date 2046-2050 TRRMX T Rowe Price Retirement 2050
Moderate Allocation AYBLX Pioneer Classic Balanced - Y
INTERNATIONAL EQUITY
Foreign Large Blend DODFX Dodge & Cox International Stock
US EQUITY
Mid-Cap Growth EISMX Eaton Vance Atl Cap SMID-Cap-I
Mid-Cap Growth SDSCX Dreyfus/The Boston Co Sm/Md Cp Gr I
MID-CAP BLEND CRIAX CRM SMALL MID CAP VAL INST
LARGE BLEND PYODX Pioneer Y
LARGE VALUE CVFYX Pioneer Cullen Value-Y
LARGE VALUE VWNAX Vanguard Windsor II Adm
LARGE BLEND VINIX VANGUARD INSTITUTIONAL INDEX
LARGE GROWTH TRLGX T ROWE PRICE INSTL LARG CAP GWTH
LARGE GROWTH FUNYX Pioneer Fundamental Growth-Y
FIXED INCOME
Intermediate-Term Bond DODIX Dodge & Cox Income
Intermediate-Term Bond PICYX Pioneer Bond-Y
Total Available Funds: 26
  • 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
Target Date 2036-2040 TRRDX T Rowe Price Retirement 2040 100% 1 60 0 0.6% 4.67%
Target Date 2026-2030 TRRCX T Rowe Price Retirement 2030 100% 1 60 0 1.08% 5.87%
Target Date 2016-2020 TRRBX T Rowe Price Retirement 2020 100% 1 60 0 0.78% 6.2%
Target Date 2011-2015 TRRGX T Rowe Price Retirement 2015 100% 1 60 0 0.76% 5.84%
Target Date 2000-2010 TRRFX T Rowe Price Retirement 2005 100% 1 60 0 0.34% 5.68%
Target Date 2031-2035 TRRJX T Rowe Price Retirement 2035 97% 1 60 0 0.84% 4.88%
Target Date 2000-2010 TRRAX T Rowe Price Retirement 2010 97% 1 60 0 0.99% 5.97%
Target Date 2021-2025 TRRHX T Rowe Price Retirement 2025 96% 1 60 0 1.05% 6.13%
Target Date 2041-2045 TRRKX T Rowe Price Retirement 2045 96% 1 60 0 1.12% 4.08%
World Allocation PAAIX PIMCO All Asset Instl 96% 1 60 0 1.84% 7.89%
Target Date 2051+ TRRNX T Rowe Price Retirement 2055 93% 1 60 0 1.14% 4.35%
Retirement Income TRRIX T Rowe Price Retirement Income 91% 1 60 0 0.34% 5.17%
Target Date 2046-2050 TRRMX T Rowe Price Retirement 2050 77% 1 60 0 0.63% 4.3%
Moderate Allocation AYBLX Pioneer Classic Balanced - Y 0% 1 60 0 0.95% 4.12%
INTERNATIONAL EQUITY
Foreign Large Blend DODFX Dodge & Cox International Stock 99% 1 60 0 0.52% 1.39%
US EQUITY
Mid-Cap Growth EISMX Eaton Vance Atl Cap SMID-Cap-I 94% 1 60 0 1.14% 5.91%
Mid-Cap Growth SDSCX Dreyfus/The Boston Co Sm/Md Cp Gr I 93% 1 60 0 0.76% 38.23%
MID-CAP BLEND CRIAX CRM SMALL MID CAP VAL INST 89% 1 60 0 1.02% 5.75%
LARGE BLEND PYODX Pioneer Y 85% 1 60 0 1.5% 10.77%
LARGE VALUE CVFYX Pioneer Cullen Value-Y 83% 1 60 0 0.45% 6.6%
LARGE VALUE VWNAX Vanguard Windsor II Adm 81% 1 60 0 0.26% 11.95%
LARGE BLEND VINIX VANGUARD INSTITUTIONAL INDEX 77% 1 60 0 0.02% 3.02%
LARGE GROWTH TRLGX T ROWE PRICE INSTL LARG CAP GWTH 77% 1 60 0 0.7% 13.74%
LARGE GROWTH FUNYX Pioneer Fundamental Growth-Y 4% 1 60 0 1.71% 17.31%
FIXED INCOME
Intermediate-Term Bond DODIX Dodge & Cox Income 87% 1 60 0 0.33% 4.33%
Intermediate-Term Bond PICYX Pioneer Bond-Y 84% 1 60 0 0.44% 4.16%
Average Expense Ratio: 0.82%
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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 0.2% 7.4% 1.8% 5.8% 5.7% 7.1%

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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 0.4% 5.9% 1.0% 2.8% 2.7% 4.6%

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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:RF)
The plan consists of 27 funds. It covers 3 major asset classes and 21 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.

Regions Financial Corporation operates as the holding company for the Regions Bank that provides a range of commercial, retail, and mortgage banking services in Alabama, Arkansas, Florida, Georgia, Illinois, Indiana, Iowa, Kentucky, Louisiana, Mississippi, Missouri, North Carolina, South Carolina, Tennessee, Texas, and Virginia.



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