MyPlanIQ 401k Investor THE GEO GROUP, INC. 401(K) PLAN

THE GEO GROUP, INC. 401(K) PLAN

Investment Menu Rating:

Investment Options
Total Available Funds: 18
Asset Class Ticker Description Rating
Others
Target Date 2036-2040 MRFAX Mass Mutual Destination rtmt 2040 Fund
Target Date 2026-2030 MRYAX Mass Mutual Destination rtmt 2030 Fund
Target Date 2016-2020 MRTAX Mass Mutual Destination rtmt 2020 Fund
INTERNATIONAL EQUITY
WORLD STOCK MGFAX Mass Mutual Premier Global Fund
Foreign Large Growth MOUAX Mass Mutual Premier Focused International Fund
US EQUITY
LARGE BLEND MIEZX Mutual Select Indexed Equity Fund
MID-CAP VALUE MLULX Mutual Select Mid-Cap Value Fund
Mid-Cap Growth MEFAX Mutual Select Mid-Cap Growth Equity II Fund
FIXED INCOME
Intermediate-Term Bond SAMFX Mass Mutual RidgeWorth Total Return Bond Fund
Total Available Funds: 18
Asset Class Ticker Description Rating
Others
Target Date 2036-2040 MRFAX Mass Mutual Destination rtmt 2040 Fund
Target Date 2026-2030 MRYAX Mass Mutual Destination rtmt 2030 Fund
Target Date 2016-2020 MRTAX Mass Mutual Destination rtmt 2020 Fund
Retirement Income MRDAX Mass Mutual Destination rtmt income Fund
Target Date 2050+ MMRLX Mass Mutual Destination rtmt 2050 Fund
Target Date 2000-2010 MRXSX Mass Mutual Destination rtmt 2010 Fund
INTERNATIONAL EQUITY
WORLD STOCK MGFAX Mass Mutual Premier Global Fund
Foreign Large Growth MOUAX Mass Mutual Premier Focused International Fund
US EQUITY
LARGE BLEND MIEZX Mutual Select Indexed Equity Fund
MID-CAP VALUE MLULX Mutual Select Mid-Cap Value Fund
Mid-Cap Growth MEFAX Mutual Select Mid-Cap Growth Equity II Fund
SMALL BLEND MMYAX Mutual Select Small Company Value Fund
Small Growth MMGEX Mass Mutual Select Small-Cap Growth Equity Fund
SMALL VALUE MMQAX Mutual Select Small-Cap Value Equity Fund
LARGE GROWTH MACAX Mutual Premier Capitalization app Fund
LARGE GROWTH MMOLX Mutual Select Core Opportunities Fund
LARGE BLEND MMLAX Mutual Select Large Cap Value Fund
FIXED INCOME
Intermediate-Term Bond SAMFX Mass Mutual RidgeWorth Total Return Bond Fund
Total Available Funds: 18
  • 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 MRFAX Mass Mutual Destination rtmt 2040 Fund 55% 3 60 0 0.64% 112.46%
Target Date 2026-2030 MRYAX Mass Mutual Destination rtmt 2030 Fund 55% 3 60 0 1.06% 110.29%
Target Date 2016-2020 MRTAX Mass Mutual Destination rtmt 2020 Fund 50% 3 60 0 1.17% 108.74%
Retirement Income MRDAX Mass Mutual Destination rtmt income Fund 38% 3 60 0 0.69% 108.65%
Target Date 2050+ MMRLX Mass Mutual Destination rtmt 2050 Fund 0% 3 60 0 1.08% 6.25%
Target Date 2000-2010 MRXSX Mass Mutual Destination rtmt 2010 Fund 0% 3 60 0 0.25% 0%
INTERNATIONAL EQUITY
WORLD STOCK MGFAX Mass Mutual Premier Global Fund 46% 3 60 0 1.56% 34.05%
Foreign Large Growth MOUAX Mass Mutual Premier Focused International Fund 0% 3 60 0 1.57% 0.94%
US EQUITY
LARGE BLEND MIEZX Mutual Select Indexed Equity Fund 76% 3 60 0 0.72% 16.91%
MID-CAP VALUE MLULX Mutual Select Mid-Cap Value Fund 66% 3 60 0 1.06% 109.95%
Mid-Cap Growth MEFAX Mutual Select Mid-Cap Growth Equity II Fund 54% 3 60 0 0.76% 27.33%
SMALL BLEND MMYAX Mutual Select Small Company Value Fund 45% 3 60 0 1.56% 3.52%
Small Growth MMGEX Mass Mutual Select Small-Cap Growth Equity Fund 43% 3 60 0 1.57% 32.5%
SMALL VALUE MMQAX Mutual Select Small-Cap Value Equity Fund 26% 3 60 0 1.16% 112.46%
LARGE GROWTH MACAX Mutual Premier Capitalization app Fund 0% 3 60 0 1.09% 82.58%
LARGE GROWTH MMOLX Mutual Select Core Opportunities Fund 0% 3 60 0 NA 0%
LARGE BLEND MMLAX Mutual Select Large Cap Value Fund 0% 3 60 0 1.26% 0.41%
FIXED INCOME
Intermediate-Term Bond SAMFX Mass Mutual RidgeWorth Total Return Bond Fund 97% 3 60 0 0.7% 4.21%
Average Expense Ratio: 1.05%
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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 4.5% 17.3% 11.5% 8.2% 9.5% 7.6%

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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 -2.8% -2.9% -2.6% 7.8% 6.7% 5.9%

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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:GEO)
The plan consists of 18 funds. It covers 3 major asset classes and 16 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.
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