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THE SCI 401(k) RETIREMENT SAVINGS PLAN
Investment Model Portfolios

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Investment options of THE SCI 401(k) RETIREMENT SAVINGS PLAN

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

Investment model portfolios

We provide two types of investment model portfolios for THE SCI 401(k) RETIREMENT SAVINGS PLAN participants. You can customize and follow a model portfolio in your plan account.

Types of portfolio strategies

These portfolios are proactively monitored and rebalanced on a monthly basis when needed, ensuring it remains in line with its target allocation.

Let us know (Email us) if you need help to create a custom model portfolio for your plan.

Example model portfolios

The following provides historical returns for example model portfolios with a moderate risk profile (at most 60% in stocks) and their comparison with benchmark index funds. You can customize these portfolios according to your own risk profile.

Strategic Asset Allocation Model Portfolio

The following portfolio is based on the MyPlanIQ Strategic Asset Allocation (SAA) strategy.

Tactical Asset Allocation Model Portfolio

The following portfolio is based on the MyPlanIQ Tactical Asset Allocation (TAA) strategy.

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
THE SCI 401(k) RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate NA 19.38% 2.71% 8.87% 6.12% 6.27% 6.52% 7.52%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 37.82% 8.86% 15.20% 12.89% 14.04% 10.46% 8.70%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 22.89% 2.25% 6.63% 6.01% 7.19% 6.10% 5.79%
Data as of 10/31/2024, AR inception is 12/31/2000

Retirement Plan (401(k)) Info for THE SCI 401(k) RETIREMENT SAVINGS PLAN

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