Amkor Technology Inc. 401(k) Plan
Investment Model Portfolios
Total Available Funds: 33
Asset Class |
Ticker
| Description |
US EQUITY |
|
|
LARGE VALUE |
VEIRX |
Vanguard Equity-Income Adm |
LARGE VALUE |
VEIPX |
Vanguard Equity-Income Inv |
LARGE GROWTH |
BLUEX |
Brandywine Blue |
MID-CAP BLEND |
VSEQX |
Vanguard Strategic Equity Inv |
LARGE BLEND |
VINIX |
Vanguard Institutional Index Instl |
Mid-Cap Growth |
NBGIX |
Neuberger Berman Genesis Instl |
Mid-Cap Growth |
NBGEX |
Neuberger Berman Genesis Tr |
MID-CAP BLEND |
VIMSX |
Vanguard Mid Cap Index Inv |
MID-CAP VALUE |
VASVX |
Vanguard Selected Value Inv |
LARGE BLEND |
VFINX |
Vanguard 500 Index Investor |
LARGE VALUE |
VUVLX |
Vanguard US Value Inv |
LARGE BLEND |
VTSMX |
Vanguard Total Stock Mkt Idx Inv |
LARGE GROWTH |
VMRGX |
Vanguard Morgan Growth Inv |
LARGE BLEND |
VQNPX |
Vanguard Growth & Income Inv |
|
Others |
|
|
Target Date 2000-2010 |
VTENX |
Vanguard Target Retirement 2010 Inv |
Target Date 2021-2025 |
VTTVX |
Vanguard Target Retirement 2025 Inv |
Target Date 2051+ |
VFFVX |
Vanguard Target Retirement 2055 Inv |
Target Date 2036-2040 |
VFORX |
Vanguard Target Retirement 2040 Inv |
Target Date 2011-2015 |
VTXVX |
Vanguard Target Retirement 2015 Inv |
Target Date 2031-2035 |
VTTHX |
Vanguard Target Retirement 2035 Inv |
Moderate Allocation |
VWELX |
Vanguard Wellington Inv |
Target Date 2026-2030 |
VTHRX |
Vanguard Target Retirement 2030 Inv |
Target Date 2016-2020 |
VTWNX |
Vanguard Target Retirement 2020 Inv |
Target Date 2051+ |
VTTSX |
Vanguard Target Retirement 2060 Investor |
Target Date 2046-2050 |
VFIFX |
Vanguard Target Retirement 2050 Inv |
ROOT |
- |
Vanguard Retirement Savings Trust |
Retirement Income |
VTINX |
Vanguard Target Retirement Income Inv |
Target Date 2041-2045 |
VTIVX |
Vanguard Target Retirement 2045 Inv |
|
INTERNATIONAL EQUITY |
|
|
Foreign Large Blend |
VGTSX |
Vanguard Total Intl Stock Index Inv |
WORLD STOCK |
OPPAX |
Oppenheimer Global A |
Foreign Large Blend |
VTSNX |
Vanguard Total Intl Stock Index Instl |
|
FIXED INCOME |
|
|
Intermediate-Term Bond |
VBMFX |
Vanguard Total Bond Market Index Inv |
Long-Term Bond |
VWESX |
Vanguard Long-Term Investment-Grade Inv |
|
The following is a moderate-risk model portfolio constructed from the investment options of Amkor Technology Inc. 401(k) 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