WAUSAU PAPER CORP. SAVINGS and INVESTMENT PLAN Investment Model Portfolios

Investment options of WAUSAU PAPER CORP. SAVINGS and INVESTMENT PLAN

Total Available Funds: 18

Asset Class

Ticker

Description

Others
Target Date 2000-2010	VTENX	M I Target rtmt 2010 Fund
Target Date 2016-2020	VTWNX	M I Target rtmt 2020 Fund
Target Date 2026-2030	VTHRX	M I Target rtmt 2030 Fund
Target Date 2036-2040	VFORX	M I Target rtmt 2040 Fund
Target Date 2050+	VFIFX	M I Target rtmt 2050 Fund
UNKOWN	UNKOWN	M I Stable Principal Fund
Moderate Allocation	OAKBX	Oakmark Equity Income Fund

US EQUITY
Small Growth	GTSRX	AIM Small Cap Growth Fund
LARGE GROWTH	RGAFX	American Growth Fund
LARGE GROWTH	BLUEX	Br&ywine Blue Chip Fund
LARGE BLEND	NYVTX	Davis NY Venture Fund
LARGE VALUE	EQPIX	Fidelity Advisor Equity Income Fund
LARGE GROWTH	CVGRX	Calamos Growth Fund
MID-CAP VALUE	TIMVX	TIAA-CREF Institutional Mid Cap Value Fund
SMALL VALUE	ROFIX	Royce Opportunity Fund
LARGE BLEND	VINIX	Vanguard Institutional Index Fund

INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH	ARTJX	Artisan International Fund
Foreign Large Value	DODFX	Dodge Cox International Fund

Investment model portfolios

We provide two types of investment model portfolios for WAUSAU PAPER CORP. SAVINGS and INVESTMENT PLAN participants. You can customize and follow a model portfolio in your plan account.

Types of portfolio strategies

Strategic asset allocation portfolio: It invests in a diversified portfolio of multiple assets, buy-and-hold without frequently changing the asset allocation weights.
- Suitable: For long-term (more than 15 years, preferably more than 20 years), want to be tax efficient and can withstand interim drawdown or loss as high as 50% or more.
- Pros:
  - Less error-prone
  - Infrequent rebalancing or transactions
  - Tax efficient for taxable brokerage investments
- Cons:
  - Interim loss or drawdown can be substantial
  - Possible low returns for an extended period, such as 10 years or longer
Tactical asset allocation portfolio: it invests in a diversified portfolio of multiple assets, dynamically adjust stock and bond allocations to minimize losses during market stress.
- Suitable: For long-term (more than 10 years or preferably longer) capital. Investors are willing to rebalance as frequent as monthly.
- Pros:
  - Reduce large interim loss or drawdown
  - Less sensitive to investment entry point
  - Likely to improve returns
- Cons
  - Demand more frequent rebalancing or transactions
  - Less tax efficient — more suitable in a tax-deferred account such as 401(k) or IRA
  - Can experience a period of lower returns compared to a broad-based strategic allocation or a buy-and-hold benchmark, especially in some bull markets

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.

Customize a model portfolio now

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