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Ampac Fine Chemicals LLC Bargaining Unit 401(k) Plan
Investment Model Portfolios

Investment options of Ampac Fine Chemicals LLC Bargaining Unit 401(k) Plan

Total Available Funds: 33
Asset Class Ticker Description
Others
ROOT CASH Federated Prime Cash Obligations Fund,
World Allocation MALOX BlackRock Global Allocation Fund
Natural Resources UMESX Columbia Energy and Natural Resources Fund
Technology ISTIX Ivy Science and Technology Fund
Target Date 2036-2040 LTSRX Alliance Bernstein 2040 Retirement Str R Fund
Target Date 2011-2015 LTERX Alliance Bernstein 2015 Retirement Str R Fund
Target Date 2026-2030 LTKRX Alliance Bernstein 2030 Retirement Str R Fund
Target Date 2031-2035 LTLRX Alliance Bernstein 2035 Retirement Str R Fund
Utilities MMUIX MFS Utilities Fund
Target Date 2041-2045 LTPRX Alliance Bernstein 2045 Retirement Str R Fund
Target Date 2050+ LTQRX Alliance Bernstein 2050 Retirement Str R Fund
Health HGHIX Hartford Global Health Fund
Target Date 2021-2025 LTJRX Alliance Bernstein 2025 Retirement Str R Fund
Target Date 2050+ LTWRX Alliance Bernstein 2055 Retirement Str R Fund
Target Date 2000-2010 LTBRX Alliance Bernstein 2005 Retirement Str R Fund
Target Date 2000-2010 LTDRX Alliance Bernstein 2010 Retirement Str R Fund
Target Date 2016-2020 LTHRX Alliance Bernstein 2020 Retirement Str R Fund
Emerging Market
DIVERSIFIED EMERGING MKTS LZOEX Lazard Emerging Markets Open Fund
US EQUITY
Mid-Cap Growth BMCIX BlackRock U.S. Opportunites Inv Fund,
LARGE GROWTH RGAFX American Funds Growth Fund of America
MID-CAP VALUE ARTQX Artisian Mid Cap Value Fund
Small Growth PSGIX BlackRock Small Cap Growth Equity Fund
LARGE BLEND RFNFX American Funds Fundamental Inv Fund
LARGE BLEND BTIIX DWS Equity 500 Index Fund
LARGE VALUE MADVX BlackRock Equity Dividend Fund
SMALL VALUE PSVIX Allianz NFJ Small Cap Value Fund
SMALL BLEND DISSX Dreyfus Small Cap Stock Index Fund
FIXED INCOME
WORLD BOND TGBAX Templeton Global Bond Fund
High Yield Bond RITFX American Funds High Income Fund
Intermediate-Term Bond JBGIX Artio Total Return Bond Fund
Intermediate Government PDMIX PIMCO GNMA Fund
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds Europacific Growth Fund,
REAL ESTATE
REAL ESTATE JURRX JP Morgan U.S. Real Estate Fund,

Investment model portfolios

We provide two types of investment model portfolios for Ampac Fine Chemicals LLC Bargaining Unit 401(k) 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
Ampac Fine Chemicals LLC Bargaining Unit 401(k) Plan Tactical Asset Allocation Moderate NA -1.76% 6.34% 7.42% 11.52% NA NA 12.21%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 0.41% 14.14% 15.70% 7.03% 3.64% 8.40% 5.13%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA -1.95% 6.74% 8.17% 5.11% 4.40% 7.00% 5.10%
Data as of 08/31/2015, AR inception is 12/31/2000

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