MyPlanIQ 401k Investor HCC INSURANCE HOLDINGS INC. 401K PLAN

HCC INSURANCE HOLDINGS INC. 401K PLAN Investment Model Portfolios

This Plan is unrated.
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HCC INSURANCE HOLDINGS, INC. 401(K) PLAN
Investment Options
Total Available Funds: 27
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE PIREX Principal Life Real Estate Fund U.S. Property Separate Account
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds EuroPacific Growth Fund
WORLD STOCK MGFAX MassMutua Oppenheimer Global Fund
Others
Target Date 2036-2040 MRFAX MassMutua Destination rtmt Income 2040 Fund
Target Date 2026-2030 MRYAX MassMutua Destination rtmt Income 2030 Fund
Target Date 2016-2020 MRTAX MassMutua Destination rtmt Income 2020 Fund
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return Fund
Intermediate-Term Bond MDVAX MassMutua Premier Diversified Bond Fund
US EQUITY
LARGE GROWTH TWGIX American Growth Fund of Amer Fund
LARGE VALUE MFUYX MassMutua Select Fundamental Value Fund
MID-CAP VALUE ABSIX Alliance Bern Small Mid Cap Value Fund
Total Available Funds: 27
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE PIREX Principal Life Real Estate Fund U.S. Property Separate Account
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds EuroPacific Growth Fund
WORLD STOCK MGFAX MassMutua Oppenheimer Global Fund
Others
Target Date 2036-2040 MRFAX MassMutua Destination rtmt Income 2040 Fund
Target Date 2026-2030 MRYAX MassMutua Destination rtmt Income 2030 Fund
Target Date 2016-2020 MRTAX MassMutua Destination rtmt Income 2020 Fund
Retirement Income MRDAX MassMutua Destination rtmt Income Fund
Moderate Allocation OARBX MassMutua Oakmark Equity Income II Fund
Target Date 2050+ MMRLX MassMutua Destination rtmt Income 2050 Fund
Target Date 2000-2010 MRXAX MassMutua Destination rtmt Income 2010 Fund
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return Fund
Intermediate-Term Bond MDVAX MassMutua Premier Diversified Bond Fund
US EQUITY
LARGE GROWTH TWGIX American Growth Fund of Amer Fund
LARGE VALUE MFUYX MassMutua Select Fundamental Value Fund
MID-CAP VALUE ABSIX Alliance Bern Small Mid Cap Value Fund
SMALL BLEND MSVSX Mutual Fund Select Small Company Value Fund
LARGE BLEND MFVSX MassMutua Select Focused Value Fund
Mid-Cap Growth MEFYX MassMutua Select Mid Cap Growth Equity II Fund
LARGE VALUE RWMFX American Funds Washington Mutual Investment Fund
Small Growth PRNHX T. Rowe Price Retirement New Horizons Fund
LARGE BLEND MIEZX MassMutua Select Indexed Equity Fund
LARGE GROWTH CGRIX Calamos Financial Growth Fund
LARGE GROWTH MAGYX MassMutua Select Aggressive Growth Fund
Mid-Cap Growth AMGAX Alger MidCap Growth Fund
LARGE GROWTH VIDSX Victory Diversified Stock Fund
Small Growth MMCYX MassMutua Select Small Company Growth Fund
LARGE GROWTH MACAX MassMutua Oppenheimer Capital app Fund
Total Available Funds: 27
  • 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
REAL ESTATE
REAL ESTATE PIREX Principal Life Real Estate Fund U.S. Property Separate Account 81% 3 60 0 1.99% 2.19%
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds EuroPacific Growth Fund 94% 3 60 0 0.84% 1.45%
WORLD STOCK MGFAX MassMutua Oppenheimer Global Fund 46% 3 60 0 1.56% 0%
Others
Target Date 2036-2040 MRFAX MassMutua Destination rtmt Income 2040 Fund 55% 3 60 0 0.64% 3.04%
Target Date 2026-2030 MRYAX MassMutua Destination rtmt Income 2030 Fund 55% 3 60 0 1.06% 3.71%
Target Date 2016-2020 MRTAX MassMutua Destination rtmt Income 2020 Fund 50% 3 60 0 1.17% 5.43%
Retirement Income MRDAX MassMutua Destination rtmt Income Fund 38% 3 60 0 0.69% 7.29%
Moderate Allocation OARBX MassMutua Oakmark Equity Income II Fund 0% 3 60 0 0.99% 16.16%
Target Date 2050+ MMRLX MassMutua Destination rtmt Income 2050 Fund 0% 3 60 0 1.08% 6.25%
Target Date 2000-2010 MRXAX MassMutua Destination rtmt Income 2010 Fund 0% 3 60 0 1.28% 0%
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return Fund 96% 3 60 0 0.83% 3.22%
Intermediate-Term Bond MDVAX MassMutua Premier Diversified Bond Fund 54% 3 60 0 0.84% 2.93%
US EQUITY
LARGE GROWTH TWGIX American Growth Fund of Amer Fund 89% 3 60 0 0% 0%
LARGE VALUE MFUYX MassMutua Select Fundamental Value Fund 87% 3 60 0 0.76% 2.75%
MID-CAP VALUE ABSIX Alliance Bern Small Mid Cap Value Fund 87% 3 60 0 1.08% 0.77%
SMALL BLEND MSVSX Mutual Fund Select Small Company Value Fund 86% 3 60 0 0.96% 1.41%
LARGE BLEND MFVSX MassMutua Select Focused Value Fund 84% 3 60 0 1.04% 1.14%
Mid-Cap Growth MEFYX MassMutua Select Mid Cap Growth Equity II Fund 83% 3 60 0 0.76% 0.53%
LARGE VALUE RWMFX American Funds Washington Mutual Investment Fund 83% 3 60 0 0.26% 1.29%
Small Growth PRNHX T. Rowe Price Retirement New Horizons Fund 80% 3 60 0 0.79% 4.98%
LARGE BLEND MIEZX MassMutua Select Indexed Equity Fund 76% 3 60 0 0.72% 1.41%
LARGE GROWTH CGRIX Calamos Financial Growth Fund 76% 3 60 0 1.05% 0%
LARGE GROWTH MAGYX MassMutua Select Aggressive Growth Fund 71% 3 60 0 0.86% 0%
Mid-Cap Growth AMGAX Alger MidCap Growth Fund 43% 3 60 0 1.95% 0%
LARGE GROWTH VIDSX Victory Diversified Stock Fund 0% 3 60 0 0.61% 25.13%
Small Growth MMCYX MassMutua Select Small Company Growth Fund 0% 3 60 0 1.2% 0%
LARGE GROWTH MACAX MassMutua Oppenheimer Capital app Fund 0% 3 60 0 1.09% 82.58%
Average Expense Ratio: 0.97%
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Model Portfolios

Strategic Asset Allocation - Optimal: Click here to see this strategy description
Optimal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
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Tactical Asset Allocation: Click here to see this strategy description
Dynamic Asset Switching YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click to Create Model Portfolio

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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

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*     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:HCC)
The plan consists of 27 funds. It covers 4 major asset classes and 19 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, Fixed Income and REITs.


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