MyPlanIQ PIPE FITTERS ASSOCIATION L.U. 597 U.A. 401K PLA

PIPE FITTERS ASSOCIATION L.U. 597 U.A. 401K PLA

This Plan is unrated.
Investment Options
Total Available Funds: 14
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend AEPGX EuroPacific Growth Fund; Class A Shares
Others
Retirement Income MRDAX MassMutual Select Funds: MassMutual RetireSMART In Retirement Fund; Class A Shares
Target Date 2011-2015 MMJAX MassMutual Select Funds: MassMutual RetireSMART 2015 Fund; Class A Shares
Target Date 2000-2010 MRXAX MassMutual Select Funds: MassMutual RetireSMART 2010 Fund; Class A Shares
FIXED INCOME
Intermediate-Term Bond MSPGX MassMutual Select Funds: MassMutual Select Pimco Total Return Fund; Class A Shares
Intermediate-Term Bond MSPNX MassMutual Select Funds: MassMutual Select Pimco Total Return Fund; Class N Shares
US EQUITY
Small Growth MSGSX MassMutual Select Funds: MassMutual Select Small Cap Growth Equity Fund; Class S Shares
LARGE BLEND MIEAX MassMutual Select Funds: MassMutual Select Indexed Equity Fund; Class A Shares
Small Growth MMGEX MassMutual Select Funds: MassMutual Select Small Cap Growth Equity Fund; Class A Shares
Total Available Funds: 14
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend AEPGX EuroPacific Growth Fund; Class A Shares
Others
Retirement Income MRDAX MassMutual Select Funds: MassMutual RetireSMART In Retirement Fund; Class A Shares
Target Date 2011-2015 MMJAX MassMutual Select Funds: MassMutual RetireSMART 2015 Fund; Class A Shares
Target Date 2000-2010 MRXAX MassMutual Select Funds: MassMutual RetireSMART 2010 Fund; Class A Shares
FIXED INCOME
Intermediate-Term Bond MSPGX MassMutual Select Funds: MassMutual Select Pimco Total Return Fund; Class A Shares
Intermediate-Term Bond MSPNX MassMutual Select Funds: MassMutual Select Pimco Total Return Fund; Class N Shares
US EQUITY
Small Growth MSGSX MassMutual Select Funds: MassMutual Select Small Cap Growth Equity Fund; Class S Shares
LARGE BLEND MIEAX MassMutual Select Funds: MassMutual Select Indexed Equity Fund; Class A Shares
Small Growth MMGEX MassMutual Select Funds: MassMutual Select Small Cap Growth Equity Fund; Class A Shares
LARGE GROWTH AGTHX Growth Fund of America
Mid-Cap Growth MEFAX MassMutual Select Funds: MassMutual Select Mid Cap Growth Equity II Fund; Class A Shares
SMALL BLEND MSVSX MassMutual Select Funds: MassMutual Select Small Company Value Fund; Class S Shares
SMALL BLEND MMYAX MassMutual Select Funds: MassMutual Select Small Company Value Fund; Class A Shares
LARGE BLEND MMILX MassMutual Select Funds: MassMutual Select Indexed Equity Fund; Class L Shares
Total Available Funds: 14
  • 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 Blend AEPGX EuroPacific Growth Fund; Class A Shares 26% 3 60 0 0.9% 3.64%
Others
Retirement Income MRDAX MassMutual Select Funds: MassMutual RetireSMART In Retirement Fund; Class A Shares 47% 3 60 0 0.69% 6.69%
Target Date 2011-2015 MMJAX MassMutual Select Funds: MassMutual RetireSMART 2015 Fund; Class A Shares 0% 3 60 0 1.25% 0%
Target Date 2000-2010 MRXAX MassMutual Select Funds: MassMutual RetireSMART 2010 Fund; Class A Shares 0% 3 60 0 1.28% 0%
FIXED INCOME
Intermediate-Term Bond MSPGX MassMutual Select Funds: MassMutual Select Pimco Total Return Fund; Class A Shares 4% 3 60 0 0.64% 3.5%
Intermediate-Term Bond MSPNX MassMutual Select Funds: MassMutual Select Pimco Total Return Fund; Class N Shares 2% 3 60 0 0.64% 3.21%
US EQUITY
Small Growth MSGSX MassMutual Select Funds: MassMutual Select Small Cap Growth Equity Fund; Class S Shares 71% 3 60 0 1.42% 0%
LARGE BLEND MIEAX MassMutual Select Funds: MassMutual Select Indexed Equity Fund; Class A Shares 67% 3 60 0 0.62% 7.27%
Small Growth MMGEX MassMutual Select Funds: MassMutual Select Small Cap Growth Equity Fund; Class A Shares 60% 3 60 0 1.57% 0%
LARGE GROWTH AGTHX Growth Fund of America 47% 3 60 0 0.3% 0%
Mid-Cap Growth MEFAX MassMutual Select Funds: MassMutual Select Mid Cap Growth Equity II Fund; Class A Shares 33% 3 60 0 0.76% 7.73%
SMALL BLEND MSVSX MassMutual Select Funds: MassMutual Select Small Company Value Fund; Class S Shares 27% 3 60 0 0.96% 0.7%
SMALL BLEND MMYAX MassMutual Select Funds: MassMutual Select Small Company Value Fund; Class A Shares 11% 3 60 0 1.56% 5.84%
LARGE BLEND MMILX MassMutual Select Funds: MassMutual Select Indexed Equity Fund; Class L Shares 0% 3 60 0 0.4% 2.13%
Average Expense Ratio: 0.93%
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Related Retirement Plans
PIPE FITTERS ASSOCIATION L.U. 597, U.A. 401(K) PLA
Model Portfolios

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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