MyPlanIQ 401k Investor THE SCI 401(k) RETIREMENT SAVINGS PLAN

THE SCI 401(k) RETIREMENT SAVINGS PLAN Investment Model Portfolios

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Investment Options
Total Available Funds: 20
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth MMIAX Massachusetts Mutual Life Insurance Co MassMutual International Growth Fund
Foreign Large Blend MOSAX Massachusetts Mutual Life Insurance Co MassMutual Select Overseas Fund
Others
Retirement Income MDRYX Massachusetts Mutual Life Insurance Co MassMutual Select Destination rtmt Income Fund
Target Date 2050+ MMRYX Massachusetts Mutual Life Insurance Co MassMutual Select Destination rtmt 2050 Fund
Target Date 2036-2040 MRFAX Massachusetts Mutual Life Insurance Co MassMutual Select Destination rtmt 2040 Fund
FIXED INCOME
Intermediate-Term Bond PTTRX Massachusetts Mutual Life Insurance Co MassMutual Total Return Fund
Inflation-Protected Bond PRRIX Pacific Investment Management Company LLC Pacific Investment Management Company Real Return Fund
SHORT GOVERNMENT STABLEVALUE Massachusetts Mutual Life Insurance Co MassMutual Stable Income Fund
US EQUITY
LARGE BLEND MIEZX Massachusetts Mutual Life Insurance Co MassMutual Select Indexed Equity Fund
SMALL BLEND MMYAX Massachusetts Mutual Life Insurance Co MassMutual Select Small Company Value Fund
Small Growth MMGEX Massachusetts Mutual Life Insurance Co MassMutual Select Small Cap Growth Equity Fund
Total Available Funds: 20
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth MMIAX Massachusetts Mutual Life Insurance Co MassMutual International Growth Fund
Foreign Large Blend MOSAX Massachusetts Mutual Life Insurance Co MassMutual Select Overseas Fund
Others
Retirement Income MDRYX Massachusetts Mutual Life Insurance Co MassMutual Select Destination rtmt Income Fund
Target Date 2050+ MMRYX Massachusetts Mutual Life Insurance Co MassMutual Select Destination rtmt 2050 Fund
Target Date 2036-2040 MRFAX Massachusetts Mutual Life Insurance Co MassMutual Select Destination rtmt 2040 Fund
Target Date 2026-2030 MRYAX Massachusetts Mutual Life Insurance Co MassMutual Select Destination rtmt 2030 Fund
Target Date 2016-2020 MRTAX Massachusetts Mutual Life Insurance Co MassMutual Select Destination rtmt 2020 Fund
ROOT CASH State Street Bank Tr Company Interest-Bearing Cash
ROOT CASH Massachusetts Mutual Life Insurance Co MassMutual Government Money Mkt Fund
Target Date 2000-2010 MRXAX Massachusetts Mutual Life Insurance Co MassMutual Select Destination rtmt 2010 Fund
FIXED INCOME
Intermediate-Term Bond PTTRX Massachusetts Mutual Life Insurance Co MassMutual Total Return Fund
Inflation-Protected Bond PRRIX Pacific Investment Management Company LLC Pacific Investment Management Company Real Return Fund
SHORT GOVERNMENT STABLEVALUE Massachusetts Mutual Life Insurance Co MassMutual Stable Income Fund
US EQUITY
LARGE BLEND MIEZX Massachusetts Mutual Life Insurance Co MassMutual Select Indexed Equity Fund
SMALL BLEND MMYAX Massachusetts Mutual Life Insurance Co MassMutual Select Small Company Value Fund
Small Growth MMGEX Massachusetts Mutual Life Insurance Co MassMutual Select Small Cap Growth Equity Fund
MID-CAP VALUE MLUAX Massachusetts Mutual Life Insurance Co MassMutual Mid Cap Value Fund
Mid-Cap Growth MMMAX Massachusetts Mutual Life Insurance Co MassMutual Select Mid Cap Growth Fund
LARGE GROWTH MACAX Massachusetts Mutual Life Insurance Co MassMutual Premier Capital app Fund
LARGE BLEND MMLAX Massachusetts Mutual Life Insurance Co MassMutual Select Large Cap Value Fund
Total Available Funds: 20
  • 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 Large Growth MMIAX Massachusetts Mutual Life Insurance Co MassMutual International Growth Fund 56% 3 60 0 1.24% 1.3%
Foreign Large Blend MOSAX Massachusetts Mutual Life Insurance Co MassMutual Select Overseas Fund 50% 3 60 0 1.49% 1.24%
Others
Retirement Income MDRYX Massachusetts Mutual Life Insurance Co MassMutual Select Destination rtmt Income Fund 87% 3 60 0 0.69% 109.03%
Target Date 2050+ MMRYX Massachusetts Mutual Life Insurance Co MassMutual Select Destination rtmt 2050 Fund 87% 3 60 0 1.08% 98.48%
Target Date 2036-2040 MRFAX Massachusetts Mutual Life Insurance Co MassMutual Select Destination rtmt 2040 Fund 55% 3 60 0 0.64% 106.91%
Target Date 2026-2030 MRYAX Massachusetts Mutual Life Insurance Co MassMutual Select Destination rtmt 2030 Fund 55% 3 60 0 1.06% 110.29%
Target Date 2016-2020 MRTAX Massachusetts Mutual Life Insurance Co MassMutual Select Destination rtmt 2020 Fund 50% 3 60 0 1.17% 108.73%
ROOT CASH State Street Bank Tr Company Interest-Bearing Cash 0% 1 60 0 NA 2.6%
ROOT CASH Massachusetts Mutual Life Insurance Co MassMutual Government Money Mkt Fund 0% 1 60 0 NA 2.6%
Target Date 2000-2010 MRXAX Massachusetts Mutual Life Insurance Co MassMutual Select Destination rtmt 2010 Fund 0% 3 60 0 1.28% 0%
FIXED INCOME
Intermediate-Term Bond PTTRX Massachusetts Mutual Life Insurance Co MassMutual Total Return Fund 96% 3 60 0 0.83% 4.61%
Inflation-Protected Bond PRRIX Pacific Investment Management Company LLC Pacific Investment Management Company Real Return Fund 80% 3 60 0 1.37% 2.8%
SHORT GOVERNMENT STABLEVALUE Massachusetts Mutual Life Insurance Co MassMutual Stable Income Fund 16% 3 60 0 NA 28.08%
US EQUITY
LARGE BLEND MIEZX Massachusetts Mutual Life Insurance Co MassMutual Select Indexed Equity Fund 76% 3 60 0 0.72% 1.28%
SMALL BLEND MMYAX Massachusetts Mutual Life Insurance Co MassMutual Select Small Company Value Fund 45% 3 60 0 1.56% 0.98%
Small Growth MMGEX Massachusetts Mutual Life Insurance Co MassMutual Select Small Cap Growth Equity Fund 43% 3 60 0 1.57% 8.58%
MID-CAP VALUE MLUAX Massachusetts Mutual Life Insurance Co MassMutual Mid Cap Value Fund 35% 3 60 0 1.06% 101.05%
Mid-Cap Growth MMMAX Massachusetts Mutual Life Insurance Co MassMutual Select Mid Cap Growth Fund 0% 3 60 0 NA 0%
LARGE GROWTH MACAX Massachusetts Mutual Life Insurance Co MassMutual Premier Capital app Fund 0% 3 60 0 1.09% 82.58%
LARGE BLEND MMLAX Massachusetts Mutual Life Insurance Co MassMutual Select Large Cap Value Fund 0% 3 60 0 1.26% 0.41%
Average Expense Ratio: 1.13%
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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 0.6% 11.3% 9.0% 9.7% 6.7% 6.9%

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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 -0.5% -2.7% -1.6% 5.5% 5.1% 5.2%

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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:SCI)
The plan consists of 21 funds. It covers 3 major asset classes and 15 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.
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