MyPlanIQ SUN HEALTHCARE GROUP INC. 401K PLAN

SUN HEALTHCARE GROUP INC. 401K PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 10
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
WORLD STOCK MGFSX MassMutual Premier Funds: MassMutual Premier Global Fund; Class S Shares
Foreign Large Blend RERBX EuroPacific Growth Fund; Class R-2 Shares
FIXED INCOME
Intermediate-Term Bond MSPGX MassMutual Select Funds: MassMutual Select Pimco Total Return Fund; Class A Shares
US EQUITY
LARGE VALUE MVUSX MassMutual Select Funds: MassMutual Select Fundamental Value Fund; Class S Shares
SMALL BLEND MMVYX MassMutual Select Funds: MassMutual Select Small Company Value Fund; Class Y Shares
SMALL BLEND MSCDX MassMutual Premier Funds: MassMutual Premier Small/Mid Cap Opportunities Fund; Class S Shares
Total Available Funds: 10
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
WORLD STOCK MGFSX MassMutual Premier Funds: MassMutual Premier Global Fund; Class S Shares
Foreign Large Blend RERBX EuroPacific Growth Fund; Class R-2 Shares
FIXED INCOME
Intermediate-Term Bond MSPGX MassMutual Select Funds: MassMutual Select Pimco Total Return Fund; Class A Shares
US EQUITY
LARGE VALUE MVUSX MassMutual Select Funds: MassMutual Select Fundamental Value Fund; Class S Shares
SMALL BLEND MMVYX MassMutual Select Funds: MassMutual Select Small Company Value Fund; Class Y Shares
SMALL BLEND MSCDX MassMutual Premier Funds: MassMutual Premier Small/Mid Cap Opportunities Fund; Class S Shares
Mid-Cap Growth MEFAX MassMutual Select Funds: MassMutual Select Mid Cap Growth Equity II Fund; Class A Shares
LARGE GROWTH MMAZX MassMutual Select Funds: MassMutual Select Growth Opportunities Fund; Class Z Shares
Mid-Cap Growth MEFZX MassMutual Select Funds: MassMutual Select Mid Cap Growth Equity II Fund; Class Z Shares
Small Growth MRWAX MassMutual Select Funds: MassMutual Select Small Company Growth Fund; Class A Shares
Total Available Funds: 10
  • 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
WORLD STOCK MGFSX MassMutual Premier Funds: MassMutual Premier Global Fund; Class S Shares 84% 3 60 0 1.56% 14.53%
Foreign Large Blend RERBX EuroPacific Growth Fund; Class R-2 Shares 54% 3 60 0 0.9% 0.28%
FIXED INCOME
Intermediate-Term Bond MSPGX MassMutual Select Funds: MassMutual Select Pimco Total Return Fund; Class A Shares 17% 3 60 0 0.64% 2.92%
US EQUITY
LARGE VALUE MVUSX MassMutual Select Funds: MassMutual Select Fundamental Value Fund; Class S Shares 87% 3 60 0 0.76% 2.88%
SMALL BLEND MMVYX MassMutual Select Funds: MassMutual Select Small Company Value Fund; Class Y Shares 85% 3 60 0 1.56% 1.2%
SMALL BLEND MSCDX MassMutual Premier Funds: MassMutual Premier Small/Mid Cap Opportunities Fund; Class S Shares 68% 3 60 0 0.75% 0.61%
Mid-Cap Growth MEFAX MassMutual Select Funds: MassMutual Select Mid Cap Growth Equity II Fund; Class A Shares 54% 3 60 0 0.76% 0.38%
LARGE GROWTH MMAZX MassMutual Select Funds: MassMutual Select Growth Opportunities Fund; Class Z Shares 5% 3 60 0 0.86% 21.87%
Mid-Cap Growth MEFZX MassMutual Select Funds: MassMutual Select Mid Cap Growth Equity II Fund; Class Z Shares 3% 3 60 0 0.76% 0.7%
Small Growth MRWAX MassMutual Select Funds: MassMutual Select Small Company Growth Fund; Class A Shares 0% 3 60 0 1.6% 0%
Average Expense Ratio: 1.01%
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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
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