THE SCI 401K RETIREMENT SAVINGS PLAN
Investment Model Portfolios
Total Available Funds: 18
| Asset Class |
Ticker
| Description |
| US EQUITY |
|
|
| MID-CAP VALUE |
MLUZX |
MassMutual Select Funds: MassMutual Select Mid-Cap Value Fund; Class Z Shares |
| LARGE GROWTH |
MCAYX |
MassMutual Premier Funds: MassMutual Premier Capital Appreciation Fund; Class Y Shares |
| LARGE VALUE |
MMARX |
MassMutual Select Funds: MassMutual RetireSMART 2050 Fund; Class A Shares |
| LARGE GROWTH |
MACAX |
MassMutual Premier Funds: MassMutual Premier Capital Appreciation Fund; Class A Shares |
| Mid-Cap Growth |
MEFAX |
MassMutual Select Funds: MassMutual Select Mid Cap Growth Equity II Fund; Class A Shares |
|
| Others |
|
|
| Retirement Income |
MDRSX |
MassMutual Select Funds: MassMutual RetireSMART In Retirement Fund; Class S Shares |
| Target Date 2016-2020 |
MRTNX |
MassMutual Select Funds: MassMutual RetireSMART 2020 Fund; Class N Shares |
| Target Date 2000-2010 |
MRXAX |
MassMutual Select Funds: MassMutual RetireSMART 2010 Fund; Class A Shares |
| Target Date 2026-2030 |
MRYSX |
MassMutual Select Funds: MassMutual RetireSMART 2030 Fund; Class S Shares |
| Target Date 2046-2050 |
MMRNX |
MassMutual Select Funds: MassMutual RetireSMART 2050 Fund; Class N Shares |
| Target Date 2016-2020 |
MRTYX |
MassMutual Select Funds: MassMutual RetireSMART 2020 Fund; Class Y Shares |
| Target Date 2036-2040 |
MRFLX |
MassMutual Select Funds: MassMutual RetireSMART 2040 Fund; Class L Shares |
| ROOT |
MKYXX |
MassMutual Premier Funds: MassMutual Premier Money Market Fund; Class Y Shares |
| Target Date 2000-2010 |
MRXSX |
MassMutual Select Funds: MassMutual RetireSMART 2010 Fund; Class S Shares |
| Target Date 2036-2040 |
MRFAX |
MassMutual Select Funds: MassMutual RetireSMART 2040 Fund; Class A Shares |
|
| INTERNATIONAL EQUITY |
|
|
| Foreign Large Growth |
MMIAX |
MassMutual Premier Funds: MassMutual Premier International Equity Fund; Class A Shares |
| Foreign Large Blend |
MOSSX |
MassMutual Select Funds: MassMutual Select Overseas Fund; Class S Shares |
|
| FIXED INCOME |
|
|
| Intermediate-Term Bond |
MSPGX |
MassMutual Select Funds: MassMutual Select Pimco Total Return Fund; Class A Shares |
|
The following is a moderate-risk model portfolio constructed from the investment options of THE SCI 401K RETIREMENT SAVINGS PLAN.
This portfolio is proactively monitored and rebalanced on a monthly basis when needed, ensuring it remains in line with its target allocation. We offer customization features, allowing subscribers to tailor the portfolio to align with their own risk tolerance and return expectations by changing risk profile parameter.
Our model portfolio is rooted in the MyPlanIQ Asset Allocation Composite (AAC) strategy. This dynamic (tactical) asset allocation and quantitative fund selection algorithm prioritize risk management by dynamically adjusting stock allocations based on prevailing asset momentum. Extensive research has shown that this momentum-based tactical approach can potentially reduce temporary losses while maintaining or outperforming traditional buy-and-hold strategies.
Both historical back test and real-time portfolio return and risk data are shown in the table on this page. These metrics are compared with stock and moderate allocation index funds.
Furthermore, subscribers have the option to explore alternative strategies such as Strategic Asset Allocation Optimal (SAA) and Tactical Asset Allocation (TAA) to further customize their model portfolio. See our investment methodology for more details on the investment strategies
Retirement Plan (401(k)) Info for THE SCI 401K RETIREMENT SAVINGS PLAN
