GREAT WESTERN BANCORPORATION INC SECTION 401K PROFIT SHARING PLAN AND TRUST Investment Model Portfolios

Great Western Bancorporation, Inc Section 401K Profit Sharing Plan and Trust is a defined contribution plan with a profit-sharing component and 401k feature.

Investment options of GREAT WESTERN BANCORPORATION INC SECTION 401K PROFIT SHARING PLAN AND TRUST

Total Available Funds: 18

Asset Class

Ticker

Description

Others
ROOT	CASH	Federated Automated Cash Management Trust
ROOT	CASH	Federated Capital Preservation Fund
Moderate Allocation	FSTBX	Federated Stock and Bond Fund , Inc
Moderate Allocation	QIBGX	Federated Moderate Balanced Fund
Target Date 2011-2015	TRRGX	T.Rowe Price Retirement 2015 Advisor
Target Date 2021-2025	TRRHX	T.Rowe Price Retirement 2025 Advisor
Target Date 2031-2035	TRRJX	T.Rowe Price Retirement 2035 Advisor

US EQUITY
LARGE VALUE	FMSTX	Federated Stock Trust Fund
LARGE BLEND	FISPX	Federated Max-Cap Index Fund
LARGE BLEND	CPAIX	Federated Capital Appreciation Fund
Mid-Cap Growth	FGSAX	Federated Mid Cap Growth Stratgies Fund
SMALL VALUE	VSFAX	Federated Clover Small Value A
LARGE GROWTH	RGAFX	American Funds Growth Fund Of America
Small Growth	BSCFX	Baron Small Cap Fund

FIXED INCOME
Intermediate Government	FUSGX	Federated U.S. Government Securities
Intermediate-Term Bond	FTRBX	Federated Total Return Bond Fund
Intermediate-Term Bond	FIIFX	Federated Intermediate Corporate Bond Fund

INTERNATIONAL EQUITY
Foreign Large Blend	RERFX	American Funds Europacific Growth Fund

Investment model portfolios

We provide two types of investment model portfolios for GREAT WESTERN BANCORPORATION INC SECTION 401K PROFIT SHARING PLAN AND TRUST 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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