GATX CORPORATION HOURLY EMPLOYEES RETIREMENT SAVINGS PLAN
Investment Model Portfolios

The symbol of the company is GMT.

Total Available Funds: 22
Asset Class Ticker Description
Others
unknown unknown Fidelity Managed Income Portfolio II
Target Date 2026-2030 VTHRX Vanguard Target Return 2030
Target Date 2016-2020 VTWNX Vanguard Target Return 2020
unknown unknown Pyramis Small Capitalization
Target Date 2000-2010 VTENX Vanguard Target Return 2010
Target Date 2036-2040 VFORX Vanguard Target Return 2040
Target Date 2011-2015 VTXVX Vanguard Target Return 2015
Target Date 2041-2045 VTIVX Vanguard Target Return 2045
Target Date 2031-2035 VTTHX Vanguard Target Return 2035
Retirement Income VTINX Vanguard Targeted Return Inc.
Target Date 2050+ VFIFX Vanguard Target Return 2050
Target Date 2021-2025 VTTVX Vanguard Target Return 2025
unknown unknown Pyramis Select International Small Capitalization
Target Date 2000-2010 VTOVX Vanguard Target Return 2005
US EQUITY
LARGE BLEND VFINX NTGI S P 500 Index
US EQUITY GMT GATX Stock Fund
LARGE VALUE EHSTX Eaton Vance Large Cap Value Fund (A)
MID-CAP BLEND PMFPX NTGI S P 400 Index
LARGE GROWTH PRGFX T. Rowe Price Growth Stock Fund
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return Fund Institutional Class
INTERNATIONAL EQUITY
Foreign Large Growth FDIKX Fidelity Diversified International K
WORLD STOCK ABGKX AllianceBernstein International Value K

The following is a moderate-risk model portfolio constructed from the investment options of GATX CORPORATION HOURLY EMPLOYEES RETIREMENT SAVINGS PLAN.

This portfolio is proactively monitored and rebalanced on a monthly basis when needed, ensuring it remains in line with its target allocation. We offer customization features, allowing subscribers to tailor the portfolio to align with their own risk tolerance and return expectations by changing risk profile parameter.

Our model portfolio is rooted in the MyPlanIQ Asset Allocation Composite (AAC) strategy. This dynamic (tactical) asset allocation and quantitative fund selection algorithm prioritize risk management by dynamically adjusting stock allocations based on prevailing asset momentum. Extensive research has shown that this momentum-based tactical approach can potentially reduce temporary losses while maintaining or outperforming traditional buy-and-hold strategies.

Both historical back test and real-time portfolio return and risk data are shown in the table on this page. These metrics are compared with stock and moderate allocation index funds.

Furthermore, subscribers have the option to explore alternative strategies such as Strategic Asset Allocation Optimal (SAA) and Tactical Asset Allocation (TAA) to further customize their model portfolio. See our investment methodology for more details on the investment strategies


Retirement Plan (401(k)) Info for GATX CORPORATION HOURLY EMPLOYEES RETIREMENT SAVINGS PLAN (GATX)

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