MyPlanIQ 401k Investor THE REPUBLIC MORTGAGE INSURANCE COMPANY AND AFFILIATED COMPANIES PROFIT SHARING PLAN

THE REPUBLIC MORTGAGE INSURANCE COMPANY AND AFFILIATED COMPANIES PROFIT SHARING PLAN Investment Model Portfolios

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THE REPUBLIC MORTGAGE INSURANCE COMPANY AND AFFILIATED COMPANIES PROFIT SHARING PLAN
Investment Options
Total Available Funds: 19
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH MWNIX Mass Mutual International New Discovery (MFS)
Foreign Large Blend MOSSX Mass Mutual Select Overseas (MFS/Harris)
US EQUITY
MID-CAP VALUE JMCVX Mass Mutual Mid Cap Value (Perkins)
SMALL VALUE PSVIX Mass Mutual NFJ Small Cap Val (Allianz)
LARGE BLEND MMFYX Mass Mutual Select Focused Value (Harris/C B)
FIXED INCOME
Intermediate-Term Bond PTTRX Mass Mutual Total Return (Pacific Investment Management Company)
Inflation-Protected Bond MIPYX Mass Mutual Premier Inflation Protection Bond (Babson)
Intermediate-Term Bond MBSSX Mass Mutual Select Strategic Bond (Western)
Total Available Funds: 19
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH MWNIX Mass Mutual International New Discovery (MFS)
Foreign Large Blend MOSSX Mass Mutual Select Overseas (MFS/Harris)
US EQUITY
MID-CAP VALUE JMCVX Mass Mutual Mid Cap Value (Perkins)
SMALL VALUE PSVIX Mass Mutual NFJ Small Cap Val (Allianz)
LARGE BLEND MMFYX Mass Mutual Select Focused Value (Harris/C B)
Mid-Cap Growth MEFYX Mass Mutual Select Mid Cap Growth II (TRP)
LARGE GROWTH DEIGX Mass Mutual Premier Enhanced Index Growth (Babson)
Small Growth MSCYX Mass Mutual Select Small Cap Grwth Equity (W R/Wellington)
LARGE VALUE DENVX Mass Mutual Premier Enhanced Index Value (Babson)
LARGE GROWTH RGAFX Mass Mutual Growth America (American)
LARGE BLEND MIEYX Mass Mutual Select Indexed Equity (Northern Tr)
LARGE GROWTH MAGYX Mass Mutual Select Aggressive Growth (S&s/Delaware)
SMALL BLEND MSVYX Mass Mutual Premier Small Co Opportunity II (OFI Instl)
LARGE BLEND MMLYX Mass Mutual Select Large Cap Value (Davis)
LARGE GROWTH MCAYX Mass Mutual Premier Capital app (OFI)
MID-CAP BLEND GTAVX Mass Mutual Mid Cap Core Equity (AIM)
FIXED INCOME
Intermediate-Term Bond PTTRX Mass Mutual Total Return (Pacific Investment Management Company)
Inflation-Protected Bond MIPYX Mass Mutual Premier Inflation Protection Bond (Babson)
Intermediate-Term Bond MBSSX Mass Mutual Select Strategic Bond (Western)
Total Available Funds: 19
  • 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
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH MWNIX Mass Mutual International New Discovery (MFS) 90% 3 60 0 2.03% 3.24%
Foreign Large Blend MOSSX Mass Mutual Select Overseas (MFS/Harris) 77% 3 60 0 0.89% 16.5%
US EQUITY
MID-CAP VALUE JMCVX Mass Mutual Mid Cap Value (Perkins) 98% 3 60 0 0.91% 9.59%
SMALL VALUE PSVIX Mass Mutual NFJ Small Cap Val (Allianz) 93% 3 60 0 0.91% 3.49%
LARGE BLEND MMFYX Mass Mutual Select Focused Value (Harris/C B) 84% 3 60 0 1.04% 1.58%
Mid-Cap Growth MEFYX Mass Mutual Select Mid Cap Growth II (TRP) 83% 3 60 0 0.76% 19.47%
LARGE GROWTH DEIGX Mass Mutual Premier Enhanced Index Growth (Babson) 83% 3 60 0 0.68% 16.99%
Small Growth MSCYX Mass Mutual Select Small Cap Grwth Equity (W R/Wellington) 82% 3 60 0 1.57% 20.9%
LARGE VALUE DENVX Mass Mutual Premier Enhanced Index Value (Babson) 75% 3 60 0 0.86% 115.85%
LARGE GROWTH RGAFX Mass Mutual Growth America (American) 75% 3 60 0 0.63% 11.32%
LARGE BLEND MIEYX Mass Mutual Select Indexed Equity (Northern Tr) 72% 3 60 0 0.62% 17.35%
LARGE GROWTH MAGYX Mass Mutual Select Aggressive Growth (S&s/Delaware) 71% 3 60 0 0.86% 0%
SMALL BLEND MSVYX Mass Mutual Premier Small Co Opportunity II (OFI Instl) 67% 3 60 0 0.75% 9.83%
LARGE BLEND MMLYX Mass Mutual Select Large Cap Value (Davis) 0% 3 60 0 0.86% 0.41%
LARGE GROWTH MCAYX Mass Mutual Premier Capital app (OFI) 0% 3 60 0 0.82% 82.07%
MID-CAP BLEND GTAVX Mass Mutual Mid Cap Core Equity (AIM) 0% 3 60 0 0.87% 20.45%
FIXED INCOME
Intermediate-Term Bond PTTRX Mass Mutual Total Return (Pacific Investment Management Company) 96% 3 60 0 0.83% 4.63%
Inflation-Protected Bond MIPYX Mass Mutual Premier Inflation Protection Bond (Babson) 85% 3 60 0 0.61% 3.51%
Intermediate-Term Bond MBSSX Mass Mutual Select Strategic Bond (Western) 80% 3 60 0 0.56% 8.92%
Average Expense Ratio: 0.9%
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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*
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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
The plan consists of 25 funds. It covers 3 major asset classes and 13 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.


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