MyPlanIQ 401k Investor MassMutual Transitions Select Variable Annuity

MassMutual Transitions Select Variable Annuity

This Plan is unrated.
Investment Options
Total Available Funds: 45
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS MPEYX MML Baring Strategic Emerging Markets (Service Class I)
REAL ESTATE
Global Real Estate IGLIX ING Global Real Estate(d)
INTERNATIONAL EQUITY
Foreign Large Growth OIGYX Oppenheimer International Growth (Service)
Foreign Large Value TFFAX MML Templeton Foreign (Service Class)
FOREIGN SMALL/MID GROWTH NBIIX MML Neuberger Berman Global (Service Class I)(h)
COMMODITIES
COMMODITIES BROAD BASKET PCRIX PIMCO CommodityRealReturn Strategy
Others
Technology FTPIX AIM V.I. Technology (Series II)
Moderate Allocation MMBDX MML Moderate Allocation (Service Class)
Moderate Allocation MMBDX MML Balanced Allocation (Service Class)
Total Available Funds: 45
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS MPEYX MML Baring Strategic Emerging Markets (Service Class I)
REAL ESTATE
Global Real Estate IGLIX ING Global Real Estate(d)
INTERNATIONAL EQUITY
Foreign Large Growth OIGYX Oppenheimer International Growth (Service)
Foreign Large Value TFFAX MML Templeton Foreign (Service Class)
FOREIGN SMALL/MID GROWTH NBIIX MML Neuberger Berman Global (Service Class I)(h)
WORLD STOCK OPPAX Oppenheimer Global Securities (Service)
PACIFIC/ASIA EX-JAPAN STK FCHI MML Baring China (Service Class I)
Foreign Large Blend JEILX MML American Funds International
COMMODITIES
COMMODITIES BROAD BASKET PCRIX PIMCO CommodityRealReturn Strategy
Others
Technology FTPIX AIM V.I. Technology (Series II)
Moderate Allocation MMBDX MML Moderate Allocation (Service Class)
Moderate Allocation MMBDX MML Balanced Allocation (Service Class)
Health GGHCX AIM V.I. Global Health Care (Series II)
ROOT OMDYX Oppenheimer MidCap (Service)
Moderate Allocation OPASX Oppenheimer Balanced (Service)(g)
ROOT CASH MML Money Market
Financial IFSAX AIM V.I. Financial Services (Series II)
FIXED INCOME
Inflation-Protected Bond MIPSX MML Babson Inflation-Protected and Income (Service Class)
Multisector Bond OPSIX Oppenheimer Strategic Bond (Service)
Intermediate-Term Bond MSBAX MML Babson Managed Bond (Service Class)
High Yield Bond OCHYX Oppenheimer High Income (Service)(g)
US EQUITY
LARGE GROWTH TRBCX MML T. Rowe Price Blue Chip Growth (Service Class)
SMALL BLEND NAESX MML Small Cap Index (Service Class)
MID-CAP VALUE AVUAX MML American Century Mid Cap Value (Service Class)
Mid-Cap Growth RPMGX MML T. Rowe Price Mid Cap Growth (Service Class)
Small Growth MSCYX MML W&R/Wellington Small Cap Growth Equity (Service Class)
LARGE BLEND MIGYX Oppenheimer Main Street (Service)
LARGE VALUE ITEIX MML T. Rowe Price Equity Income (Service Class)
LARGE GROWTH OTCYX Oppenheimer Capital Appreciation (Service)
LARGE VALUE AMGIX MML American Century Income & Growth (Service Class)
LARGE GROWTH LMGNX MML Legg Mason Concentrated Growth (Service Class I)
SMALL BLEND OPMYX MML Oppenheimer Small Cap Equity (Service Class)
LARGE GROWTH FCNKX Fidelity VIP Contrafund (Service Class 2)
SMALL BLEND MSVYX MML Oppenheimer Small Company Opportunities (Service Class)(e)
MID-CAP VALUE ABSKX MML AllianceBernstein Small/Mid Cap Value (Service Class)
LARGE GROWTH ALCKX MML AllianceBernstein Large Cap Growth (Service Class)(i)
LARGE GROWTH MOTAX MML NASDAQ-100® (Service Class)
LARGE GROWTH MMAAX MML Aggressive Allocation (Service Class)
LARGE BLEND MIEAX MML Equity Index (Service Class I)
LARGE GROWTH IGEAX MML T. Rowe Price Growth Equity (Service Class)(f)
LARGE GROWTH OEQYX MML Oppenheimer/Bernstein Equity (Service Class)
Small Growth MMEGX MML Emerging Growth (Service Class)
LARGE BLEND MMLYX MML Davis Large Cap Value (Service Class)
LARGE BLEND DLBQX MML Babson Enhanced Index Core Equity (Service Class)
LARGE GROWTH IAFSX MML American Funds Growth
Total Available Funds: 45
  • 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
Emerging Market
DIVERSIFIED EMERGING MKTS MPEYX MML Baring Strategic Emerging Markets (Service Class I) 72% 3 60 0 1.35% 0%
REAL ESTATE
Global Real Estate IGLIX ING Global Real Estate(d) 0% 3 60 0 1.01% 5.21%
INTERNATIONAL EQUITY
Foreign Large Growth OIGYX Oppenheimer International Growth (Service) 92% 3 60 0 1.1% 0.87%
Foreign Large Value TFFAX MML Templeton Foreign (Service Class) 80% 3 60 0 0.85% 1.24%
FOREIGN SMALL/MID GROWTH NBIIX MML Neuberger Berman Global (Service Class I)(h) 77% 3 60 0 0.87% 2.06%
WORLD STOCK OPPAX Oppenheimer Global Securities (Service) 49% 3 60 0 1.31% 0%
PACIFIC/ASIA EX-JAPAN STK FCHI MML Baring China (Service Class I) 0% 3 60 0 0.74% 0%
Foreign Large Blend JEILX MML American Funds International 0% 3 60 0 1.16% 0%
COMMODITIES
COMMODITIES BROAD BASKET PCRIX PIMCO CommodityRealReturn Strategy 78% 3 60 0 1.96% 5.11%
Others
Technology FTPIX AIM V.I. Technology (Series II) 56% 3 60 0 1.13% 0%
Moderate Allocation MMBDX MML Moderate Allocation (Service Class) 44% 3 60 0 1.15% 1.25%
Moderate Allocation MMBDX MML Balanced Allocation (Service Class) 44% 3 60 0 1.15% 1.25%
Health GGHCX AIM V.I. Global Health Care (Series II) 37% 3 60 0 1.04% 0%
ROOT OMDYX Oppenheimer MidCap (Service) 0% 3 60 0 NA 0%
Moderate Allocation OPASX Oppenheimer Balanced (Service)(g) 0% 3 60 0 NA 0%
ROOT CASH MML Money Market 0% 1 60 0 NA 4.14%
Financial IFSAX AIM V.I. Financial Services (Series II) 0% 3 60 0 NA 0%
FIXED INCOME
Inflation-Protected Bond MIPSX MML Babson Inflation-Protected and Income (Service Class) 88% 3 60 0 0.61% 2.98%
Multisector Bond OPSIX Oppenheimer Strategic Bond (Service) 54% 3 60 0 0.86% 4.89%
Intermediate-Term Bond MSBAX MML Babson Managed Bond (Service Class) 43% 3 60 0 1.16% 3.78%
High Yield Bond OCHYX Oppenheimer High Income (Service)(g) 0% 3 60 0 0.81% 0%
US EQUITY
LARGE GROWTH TRBCX MML T. Rowe Price Blue Chip Growth (Service Class) 100% 3 60 0 1.23% 0%
SMALL BLEND NAESX MML Small Cap Index (Service Class) 99% 3 60 0 0.03% 1.4%
MID-CAP VALUE AVUAX MML American Century Mid Cap Value (Service Class) 90% 3 60 0 1.23% 1.84%
Mid-Cap Growth RPMGX MML T. Rowe Price Mid Cap Growth (Service Class) 87% 3 60 0 1.29% 6.44%
Small Growth MSCYX MML W&R/Wellington Small Cap Growth Equity (Service Class) 82% 3 60 0 1.57% 0%
LARGE BLEND MIGYX Oppenheimer Main Street (Service) 82% 3 60 0 0.8% 0.18%
LARGE VALUE ITEIX MML T. Rowe Price Equity Income (Service Class) 81% 3 60 0 0.86% 1.99%
LARGE GROWTH OTCYX Oppenheimer Capital Appreciation (Service) 80% 3 60 0 0.63% 0%
LARGE VALUE AMGIX MML American Century Income & Growth (Service Class) 78% 3 60 0 0.91% 1.64%
LARGE GROWTH LMGNX MML Legg Mason Concentrated Growth (Service Class I) 74% 3 60 0 1.06% 1.31%
SMALL BLEND OPMYX MML Oppenheimer Small Cap Equity (Service Class) 72% 3 60 0 1.06% 0%
LARGE GROWTH FCNKX Fidelity VIP Contrafund (Service Class 2) 68% 3 60 0 0.55% 4.38%
SMALL BLEND MSVYX MML Oppenheimer Small Company Opportunities (Service Class)(e) 68% 3 60 0 0.75% 4.79%
MID-CAP VALUE ABSKX MML AllianceBernstein Small/Mid Cap Value (Service Class) 61% 3 60 0 0.86% 6%
LARGE GROWTH ALCKX MML AllianceBernstein Large Cap Growth (Service Class)(i) 60% 3 60 0 0.95% 1.74%
LARGE GROWTH MOTAX MML NASDAQ-100® (Service Class) 59% 3 60 0 1.73% 0%
LARGE GROWTH MMAAX MML Aggressive Allocation (Service Class) 47% 3 60 0 0.86% 0%
LARGE BLEND MIEAX MML Equity Index (Service Class I) 35% 3 60 0 0.62% 7.27%
LARGE GROWTH IGEAX MML T. Rowe Price Growth Equity (Service Class)(f) 34% 3 60 0 1.11% 1.8%
LARGE GROWTH OEQYX MML Oppenheimer/Bernstein Equity (Service Class) 0% 3 60 0 0.81% 0%
Small Growth MMEGX MML Emerging Growth (Service Class) 0% 3 60 0 NA NA
LARGE BLEND MMLYX MML Davis Large Cap Value (Service Class) 0% 3 60 0 0.86% 6.16%
LARGE BLEND DLBQX MML Babson Enhanced Index Core Equity (Service Class) 0% 3 60 0 NA 0%
LARGE GROWTH IAFSX MML American Funds Growth 0% 3 60 0 NA 0%
Average Expense Ratio: 1%
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Model Portfolios
Strategic Asset Allocation - Equal Weight: Click here to see this strategy description
Equal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 0.1% 1.7% 1.7% 3.3% 5.6% 4.4%

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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 for Portfolio Details or Follow -4.3% -4.0% 1.4% 4.2% 5.6% 6.3%

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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

The plan consists of 51 funds. It covers 6 major asset classes and 24 minor asset classes. The major asset classes it covers are US Equity, REITs, Foreign Equity, Fixed Income, Emerging Market Equity and Commodity.

John Hancock Life Insurance Company's Venture Opportunity A Share Variable Annuity Investment Options are based on an SEC prospectus dated April 20, 2010.



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