THE SCI 401(k) RETIREMENT SAVINGS PLAN
Investment Model Portfolios
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Total Available Funds: 21
| Asset Class |
Ticker
| Description |
| US EQUITY |
|
|
| SMALL BLEND |
MMYAX |
Massachusetts Mutual Life Insurance Co MassMutual Select Small Company Value Fund |
| LARGE BLEND |
MMLAX |
Massachusetts Mutual Life Insurance Co MassMutual Select Large Cap Value Fund |
| Small Growth |
MMGEX |
Massachusetts Mutual Life Insurance Co MassMutual Select Small Cap Growth Equity Fund |
| LARGE GROWTH |
MACAX |
Massachusetts Mutual Life Insurance Co MassMutual Premier Capital app Fund |
| LARGE BLEND |
MIEZX |
Massachusetts Mutual Life Insurance Co MassMutual Select Indexed Equity Fund |
| MID-CAP VALUE |
MLUAX |
Massachusetts Mutual Life Insurance Co MassMutual Mid Cap Value Fund |
| Mid-Cap Growth |
MMMAX |
Massachusetts Mutual Life Insurance Co MassMutual Select Mid Cap Growth Fund |
|
| INTERNATIONAL EQUITY |
|
|
| Foreign Large Blend |
MOSAX |
Massachusetts Mutual Life Insurance Co MassMutual Select Overseas Fund |
| Foreign Large Growth |
MMIAX |
Massachusetts Mutual Life Insurance Co MassMutual International Growth Fund |
|
| FIXED INCOME |
|
|
| SHORT GOVERNMENT |
STABLEVALUE |
Massachusetts Mutual Life Insurance Co MassMutual Stable Income Fund |
| Intermediate-Term Bond |
PTTRX |
Massachusetts Mutual Life Insurance Co MassMutual Total Return Fund |
| Inflation-Protected Bond |
PRRIX |
Pacific Investment Management Company LLC Pacific Investment Management Company Real Return Fund |
|
| Others |
|
|
| Target Date 2000-2010 |
MRXAX |
Massachusetts Mutual Life Insurance Co MassMutual Select Destination rtmt 2010 Fund |
| Target Date 2016-2020 |
MRTAX |
Massachusetts Mutual Life Insurance Co MassMutual Select Destination rtmt 2020 Fund |
| Target Date 2026-2030 |
MRYAX |
Massachusetts Mutual Life Insurance Co MassMutual Select Destination rtmt 2030 Fund |
| Target Date 2036-2040 |
MRFAX |
Massachusetts Mutual Life Insurance Co MassMutual Select Destination rtmt 2040 Fund |
| Target Date 2050+ |
MMRYX |
Massachusetts Mutual Life Insurance Co MassMutual Select Destination rtmt 2050 Fund |
| Retirement Income |
MDRYX |
Massachusetts Mutual Life Insurance Co MassMutual Select Destination rtmt Income Fund |
| ROOT |
CASH |
Massachusetts Mutual Life Insurance Co MassMutual Government Money Mkt Fund |
| UNKOWN |
UNKOWN |
State Street Global Mkts Self-Directed Accounts |
| ROOT |
CASH |
State Street Bank Tr Company Interest-Bearing Cash |
|
The following is a moderate-risk model portfolio constructed from the investment options of THE SCI 401(k) 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 401(k) RETIREMENT SAVINGS PLAN
