Trustmark 401k Plan Profile and Analysis
Last Updated by rcp1162 | Update This Page Now
General Information
Name: Trustmark 401k Plan
Symbol: trustmark-401k-plan
Type: Mutual Fund
Website: Empower Retirement.com
Phone: 18003384015
Fax: n/a
Email: moc.lwg|k104sc#moc.lwg|k104sc
Founded: n/a
Assets: $54,657.09
Location: USA
Address:
Portfolio Details
Index Track: n/a
Category: n/a
Provider: n/a
Sector: n/a
Region: n/a
Investment Style: n/a
Portfolio Statistics
Dividend Yield: n/a
Risk (beta): n/a
Class: n/a
Leverage:
Inverse:
Portfolio Style: n/a
Class Size: n/a
Fees / Expenses / Load
Expense Ratio: n/a
Management Fees: n/a
Performance Fees: n/a
Other Fees: n/a
Management Team
Multi-Media
Web Presence
n/a
Images:
Documents:
Videos:
WikiWealth Sponsors
Portfolio Allocation (% of Port)
| US Stocks Non-US Stocks Bonds Cash Other |
90% 10% % n/a% n/a% |
Top Investment Holdings (% of Port)
| Oppenheimer International Small Co A (OSMAX) Vanguard Small Cap Index Fund Inv (NAESX) J P Morgan Mid Cap Value A (JAMCX) T Rowe Price Growth Stock Fund Adv (TRSAX) () () () () () () |
10%% 10%% 30%% 50%% % % % % % % |
Industry Allocation (% of Port)
| Discretionary Staple Energy Financial Healthcare Industrial Material Technology Telecom Utility |
n/a n/a n/a n/a n/a n/a n/a n/a n/a n/a |
Geographic Allocation (% of Port)
| North America Europe Asia South America Africa Australia + Pacific Islands |
98% |
SWOT Statistics
Trustmark 401k Plan Description Update
This is a portfolio of investments in mutual funds, that make up a 401K Retirement Plan. The plan is
with Trustmark National Bank, but it is administered or managed by Empower Retirement Services.
Portfolio Strategy Update
The strategy of this portfolio is to develop or acquire substantial and long term growth of personal wealth for retirement. By investing in sound and growing mutual funds or stocks with small to
moderate degrees of risk, and with the goal of having long term gains.
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