HCC INSURANCE HOLDINGS INC. 401K PLAN
Investment Model Portfolios
Total Available Funds: 27
| Asset Class |
Ticker
| Description |
| US EQUITY |
|
|
| Mid-Cap Growth |
AMGAX |
Alger MidCap Growth Fund |
| MID-CAP VALUE |
ABSIX |
Alliance Bern Small Mid Cap Value Fund |
| LARGE VALUE |
RWMFX |
American Funds Washington Mutual Investment Fund |
| LARGE GROWTH |
TWGIX |
American Growth Fund of Amer Fund |
| LARGE GROWTH |
CGRIX |
Calamos Financial Growth Fund |
| LARGE GROWTH |
MACAX |
MassMutua Oppenheimer Capital app Fund |
| LARGE GROWTH |
MAGYX |
MassMutua Select Aggressive Growth Fund |
| LARGE BLEND |
MFVSX |
MassMutua Select Focused Value Fund |
| LARGE VALUE |
MFUYX |
MassMutua Select Fundamental Value Fund |
| LARGE BLEND |
MIEZX |
MassMutua Select Indexed Equity Fund |
| Mid-Cap Growth |
MEFYX |
MassMutua Select Mid Cap Growth Equity II Fund |
| Small Growth |
MMCYX |
MassMutua Select Small Company Growth Fund |
| Small Growth |
PRNHX |
T. Rowe Price Retirement New Horizons Fund |
| LARGE GROWTH |
VIDSX |
Victory Diversified Stock Fund |
| SMALL BLEND |
MSVSX |
Mutual Fund Select Small Company Value Fund |
|
| INTERNATIONAL EQUITY |
|
|
| Foreign Large Blend |
RERFX |
American Funds EuroPacific Growth Fund |
| WORLD STOCK |
MGFAX |
MassMutua Oppenheimer Global Fund |
|
| Others |
|
|
| Target Date 2000-2010 |
MRXAX |
MassMutua Destination rtmt Income 2010 Fund |
| Target Date 2016-2020 |
MRTAX |
MassMutua Destination rtmt Income 2020 Fund |
| Target Date 2026-2030 |
MRYAX |
MassMutua Destination rtmt Income 2030 Fund |
| Target Date 2036-2040 |
MRFAX |
MassMutua Destination rtmt Income 2040 Fund |
| Target Date 2050+ |
MMRLX |
MassMutua Destination rtmt Income 2050 Fund |
| Retirement Income |
MRDAX |
MassMutua Destination rtmt Income Fund |
| Moderate Allocation |
OARBX |
MassMutua Oakmark Equity Income II Fund |
|
| FIXED INCOME |
|
|
| Intermediate-Term Bond |
PTTRX |
Pacific Investment Management Company Total Return Fund |
| Intermediate-Term Bond |
MDVAX |
MassMutua Premier Diversified Bond Fund |
|
| REAL ESTATE |
|
|
| REAL ESTATE |
PIREX |
Principal Life Real Estate Fund U.S. Property Separate Account |
|
The following is a moderate-risk model portfolio constructed from the investment options of HCC INSURANCE HOLDINGS INC. 401K 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 HCC INSURANCE HOLDINGS INC. 401K PLAN
