Investment options of AMCOR 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES
Total Available Funds: 48
| Investment Description |
|---|
| (cid:98) American Funds(cid:98) Beacon Small Cap Value R6 N/R |
| (cid:98) Blackrock Equity Dividend Instl N/R |
| (cid:98) Loomis Sayles(cid:98) Small Cap Growth Instl N/R |
| (cid:98) MFS International Intrinsic Value Fund N/R |
| (cid:98) MFS Mid Cap Value Fund N/R |
| (cid:98) Pimco Income Class A Fund N/R |
| (cid:98) T. Rowe Price(cid:98) Institutional Mid Cap Equity Growth Fund N/R |
| (cid:98) Vanguard Target Retirement Trust Plus 2020 N/R |
| (cid:98) Vanguard Target Retirement(cid:98)Trust Plus 2025(cid:98) N/R |
| (cid:98) Vanguard Target Retirement(cid:98)Trust Plus(cid:98)2030 N/R |
| (cid:98) Vanguard Target Retirement(cid:98)Trust Plus(cid:98)2035 N/R |
| (cid:98) Vanguard Target Retirement(cid:98)Trust Plus(cid:98)2040 N/R |
| (cid:98) Vanguard Target Retirement(cid:98)Trust Plus(cid:98)2045 N/R |
| (cid:98) Vanguard Target Retirement(cid:98)Trust Plus(cid:98)2050 N/R |
| (cid:98) Vanguard Target Retirement(cid:98)Trust Plus(cid:98)2055 N/R |
| (cid:98) Vanguard Target Retirement(cid:98)Trust Plus(cid:98)2060 N/R |
| (cid:98) Vanguard Target Retirement(cid:98)Trust Plus(cid:98)2065 N/R |
| (cid:98) Vanguard Target Retirement(cid:98)Trust Plus(cid:98)2070 N/R |
| (cid:98) Vanguard Target Retirement Trust Plus Income N/R |
| (cid:98) Vanguard Extended Market Index Fund N/R |
| (cid:98) Vanguard Institutional Index Fund N/R |
| (cid:98) Great Gray Great Gray Trust Europacific Growth N/R |
| (cid:98) Harbor(cid:98) Harbor Capital Appreciation R N/R |
| (cid:98) Fiam Core Plus Commingled Pool Class I N/R |
| American Funds Beacon Small Cap Value R6 N/R |
| Blackrock Equity Dividend Instl N/R |
| Loomis Sayles Small Cap Growth Instl N/R |
| MFS International Intrinsic Value Fund N/R |
| MFS Mid Cap Value Fund N/R |
| Pimco Income Class A Fund N/R |
| T. Rowe Price Institutional Mid Cap Equity Growth Fund N/R |
| Vanguard Target Retirement Trust Plus 2020 N/R |
| Vanguard Target RetirementTrust Plus 2025 N/R |
| Vanguard Target RetirementTrust Plus2030 N/R |
| Vanguard Target RetirementTrust Plus2035 N/R |
| Vanguard Target RetirementTrust Plus2040 N/R |
| Vanguard Target RetirementTrust Plus2045 N/R |
| Vanguard Target RetirementTrust Plus2050 N/R |
| Vanguard Target RetirementTrust Plus2055 N/R |
| Vanguard Target RetirementTrust Plus2060 N/R |
| Vanguard Target RetirementTrust Plus2065 N/R |
| Vanguard Target RetirementTrust Plus2070 N/R |
| Vanguard Target Retirement Trust Plus Income N/R |
| Vanguard Extended Market Index Fund N/R |
| Vanguard Institutional Index Fund N/R |
| Great Gray Great Gray Trust Europacific Growth N/R |
| Harbor Harbor Capital Appreciation R N/R |
| Fiam Core Plus Commingled Pool Class I N/R |
Investment model portfolios
We provide two types of investment model portfolios for AMCOR 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES 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.
Retirement Plan (401(k)) Info for AMCOR 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES