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NATIONAL GYPSUM COMPANY GENERAL SAVINGS PLAN
Investment Model Portfolios

Investment options of NATIONAL GYPSUM COMPANY GENERAL SAVINGS PLAN

Total Available Funds: 14
Asset Class Ticker Description
US EQUITY
Mid-Cap Growth MGOYX Munder Series Trust: Munder Mid-Cap Core Growth Fund; Class Y Shares
MID-CAP VALUE CMUAX Columbia Funds Series Trust: Columbia Mid Cap Value Fund; Class A Shares
SMALL VALUE ESPAX Wells Fargo Funds Trust: Wells Fargo Advantage Special Small Cap Value Fund; Class A Shares
SMALL BLEND FSCDX Fidelity Advisor Series I: Fidelity Advisor Small Cap Fund; Class A Shares
LARGE VALUE AADEX American Beacon Funds: American Beacon Large Cap Value Fund; Institutional Class Shares
Mid-Cap Growth MGOAX Munder Series Trust: Munder Mid-Cap Core Growth Fund; Class A Shares
SMALL BLEND FSCTX Fidelity Advisor Series I: Fidelity Advisor Small Cap Fund; Class T Shares
SMALL BLEND SMVAX Wells Fargo Funds Trust: Wells Fargo Advantage Small Cap Value Fund; Class A Shares
LARGE GROWTH AGTHX Growth Fund of America
INTERNATIONAL EQUITY
Foreign Large Growth TGVAX Thornburg Investment Trust: Thornburg International Value Fund; Class A Shares
Foreign Large Growth TGVIX Thornburg Investment Trust: Thornburg International Value Fund; Institutional Class Shares
Foreign Large Blend AEPGX EuroPacific Growth Fund; Class A Shares
Others
Moderate Allocation DODBX Dodge & Cox Funds: Dodge & Cox Balanced Fund
FIXED INCOME
Intermediate-Term Bond DODIX Dodge & Cox Funds: Dodge & Cox Income Fund

Investment model portfolios

We provide two types of investment model portfolios for NATIONAL GYPSUM COMPANY GENERAL 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.