MyPlanIQ 401k Investor MassMutual Retiresmart Plan

MassMutual Retiresmart Plan

This Plan is unrated.
Investment Options
Total Available Funds: 24
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth TIVRX Thornburg International Value R5
Foreign Large Blend NOINX Northern International Equity Index
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Inv
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Inv
Retirement Income VTINX Vanguard Target Retirement Income Inv
US EQUITY
SMALL BLEND NAESX Vanguard Small Cap Index Inv
Mid-Cap Growth ARTMX Artisan Mid Cap Inv
MID-CAP BLEND VMCIX Vanguard Mid Cap Index Ins
FIXED INCOME
Intermediate-Term Bond STIGX SAGIC Core Bond Fund
Intermediate-Term Bond VBTIX Vanguard Total Bond Market Index Inst
Inflation-Protected Bond VIPIX Vanguard Inflation-Protected Secs Instl
Total Available Funds: 24
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth TIVRX Thornburg International Value R5
Foreign Large Blend NOINX Northern International Equity Index
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Inv
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Inv
Retirement Income VTINX Vanguard Target Retirement Income Inv
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035 Inv
Target Date 2046-2050 VFIFX Vanguard Target Retirement 2050 Inv
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040 Inv
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030 Inv
Target Date 2016-2020 VTWNX Vanguard Target Retirement 2020 Inv
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015 Inv
Target Date 2000-2010 VTENX Vanguard Target Retirement 2010 Inv
ROOT CASH MKSXX Money Market
US EQUITY
SMALL BLEND NAESX Vanguard Small Cap Index Inv
Mid-Cap Growth ARTMX Artisan Mid Cap Inv
MID-CAP BLEND VMCIX Vanguard Mid Cap Index Ins
Small Growth EISGX Eaton Vance Small-Cap I
LARGE GROWTH WBGSX William Blair Growth N
LARGE BLEND VIFSX Vanguard 500 Index Signal
LARGE VALUE ICSLX MainStay ICAP Select Equity I
FIXED INCOME
Intermediate-Term Bond STIGX SAGIC Core Bond Fund
Intermediate-Term Bond VBTIX Vanguard Total Bond Market Index Inst
Inflation-Protected Bond VIPIX Vanguard Inflation-Protected Secs Instl
Intermediate-Term Bond MSPZX MassMutual Select PIMCO Total Ret Z
Total Available Funds: 24
  • 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 TIVRX Thornburg International Value R5 94% 3 60 0 1.16% 1.89%
Foreign Large Blend NOINX Northern International Equity Index 82% 3 60 0 0.1% 3.29%
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Inv 97% 3 60 0 0.08% 2.62%
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Inv 97% 3 60 0 0.08% 2.34%
Retirement Income VTINX Vanguard Target Retirement Income Inv 97% 3 60 0 0.08% 2.93%
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035 Inv 96% 3 60 0 0.08% 2.34%
Target Date 2046-2050 VFIFX Vanguard Target Retirement 2050 Inv 75% 3 60 0 0.08% 2.02%
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040 Inv 70% 3 60 0 0.08% 2.23%
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030 Inv 70% 3 60 0 0.08% 2.21%
Target Date 2016-2020 VTWNX Vanguard Target Retirement 2020 Inv 66% 3 60 0 0.08% 4.48%
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015 Inv 0% 3 60 0 0.08% 2.59%
Target Date 2000-2010 VTENX Vanguard Target Retirement 2010 Inv 0% 3 60 0 0.17% 0%
ROOT CASH MKSXX Money Market 0% 1 60 0 NA 4.14%
US EQUITY
SMALL BLEND NAESX Vanguard Small Cap Index Inv 99% 3 60 0 0.03% 1.4%
Mid-Cap Growth ARTMX Artisan Mid Cap Inv 88% 3 60 0 0.96% 0%
MID-CAP BLEND VMCIX Vanguard Mid Cap Index Ins 72% 3 60 0 0.04% 1.5%
Small Growth EISGX Eaton Vance Small-Cap I 68% 3 60 0 0.96% 0.81%
LARGE GROWTH WBGSX William Blair Growth N 55% 3 60 0 0.92% 12.92%
LARGE BLEND VIFSX Vanguard 500 Index Signal 0% 3 60 0 0.05% 2.03%
LARGE VALUE ICSLX MainStay ICAP Select Equity I 0% 3 60 0 0.9% 0%
FIXED INCOME
Intermediate-Term Bond STIGX SAGIC Core Bond Fund 97% 3 60 0 0.64% 3.63%
Intermediate-Term Bond VBTIX Vanguard Total Bond Market Index Inst 94% 3 60 0 0.15% 3.27%
Inflation-Protected Bond VIPIX Vanguard Inflation-Protected Secs Instl 91% 3 60 0 0.1% 4.92%
Intermediate-Term Bond MSPZX MassMutual Select PIMCO Total Ret Z 8% 3 60 0 0.64% 4.01%
Average Expense Ratio: 0.33%
Sign up to get fund ranking change alerts

* If you find the above investment options have changed, please email us the latest change or directly Modify Investment Options after you login
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 2.3% 8.8% 1.3% 4.7% 3.7% 5.7%

Sign up or Login first to get rebalance emails for this portfolio

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

Sign up or Login and subscribe to get rebalance emails for this portfolio
*     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:)
The plan consists of 25 funds. It covers 3 major asset classes and 22 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.


Register for FREE No Credit Card Required
Or Start FREE 30-day trial now >>
MyPlanIQ Newsletters
Get Started
Search

Members enjoy Free features

  • Customize and follow a diversified strategic allocation portfolio for your 401k, IRA and brokerage investments within minutes
  • Receive monthly or quarterly re-balance emails
  • Enter funds and percentages in your portfolio, see its historical performance and receive ongoing rebalance emails
  • Real time fund ranking and selection for your plans
  • Quality retirement investing newsletter emails
  • Fund ranking and selection for your plans

Tens of thousands of users have signed up!

Join Now (Free)
No Credit Card Required

User names can only consist of alphabetic and
numeric characters.(eg: 0-9a-zA-Z)
I agree to the Terms of use

Login With Facebook:

Get Started Now. It's Free!

Get portfolio suggestions for your
401k plan or brokerage accounts

Powered by MyPlanIQ
You have created an account on MyPlanIQ.com by using this email "", please login MyPlanIQ account or reset your password.