Ak Steel Corporation Thrift Plan Plan Document A Investment Model Portfolios

Investment options of Ak Steel Corporation Thrift Plan Plan Document A

Total Available Funds: 19

Asset Class

Ticker

Description

US EQUITY
LARGE BLEND	VINIX	Vanguard Institutional Index Instl
SMALL BLEND	NAESX	Vanguard Small Cap Index Inv
Mid-Cap Growth	ARTMX	Artisan Mid Cap Inv
Mid-Cap Growth	RPMGX	T. Rowe Price Mid-Cap Growth
SMALL BLEND	RSPFX	RS Partners A
SMALL BLEND	PRSVX	T. Rowe Price Small-Cap Value
LARGE VALUE	PRFDX	T. Rowe Price Equity Income
MID-CAP BLEND	VMCIX	Vanguard Mid Cap Index Ins
LARGE GROWTH	NMTAX	Columbia Marsico 21st Century A
Small Growth	AUSAX	Columbia Acorn USA Z
LARGE GROWTH	PRGFX	T. Rowe Price Growth Stock
LARGE BLEND	PRGIX	T. Rowe Price Growth & Income

Others
Moderate Allocation	RPBAX	T. Rowe Price Balanced
Natural Resources	PRNEX	T. Rowe Price New Era

INTERNATIONAL EQUITY
Foreign Large Growth	PRITX	T. Rowe Price International Stock Fd
Foreign Large Blend	VGTSX	Vanguard Total Intl Stock Index Inv
Foreign Large Value	TFEQX	Templeton Instl Foreign Eq Ser Primary

Emerging Market
DIVERSIFIED EMERGING MKTS	PRMSX	T. Rowe Price Emerging Markets Stock

FIXED INCOME
Multisector Bond	RPSIX	T. Rowe Price Spectrum Income

Investment model portfolios

We provide two types of investment model portfolios for Ak Steel Corporation Thrift Plan Plan Document A 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.

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