Select Page

AMKOR TECHNOLOGY INC. 401K PLAN
Investment Model Portfolios

Investment options of AMKOR TECHNOLOGY INC. 401K PLAN

Total Available Funds: 33
Asset Class Ticker Description
US EQUITY
LARGE GROWTH BLUEX Brandywine Blue
Mid-Cap Growth NBGIX Neuberger Berman Genesis Fund Institutional Class
Mid-Cap Growth NBGEX Neuberger Berman Genesis Tr
LARGE BLEND VFINX Vanguard 500 Index Fund Inv
LARGE VALUE VEIRX Vanguard Equity Income Fund Admiral Shares
LARGE VALUE VEIPX Vanguard Equity Income Fund Investor Shares
LARGE BLEND VQNPX Vanguard Growth and Income Inv
LARGE BLEND VINIX Vanguard Institutional Index Fund Institutional Shares
MID-CAP BLEND VIMSX Vanguard Mid-Cap Index Fund Investor Shares
LARGE GROWTH VMRGX Vanguard Morgan Growth Fund Investor Shares
MID-CAP VALUE VASVX Vanguard Selected Value Fund
MID-CAP BLEND VSEQX Vanguard Strategic Equity Fund
LARGE BLEND VTSMX Vanguard Total Stock Market Index Fund Investor Shares
LARGE VALUE VUVLX Vanguard U.S. Value Fund
INTERNATIONAL EQUITY
WORLD STOCK OPPAX Oppenheimer Global A
Foreign Large Blend VTSNX Vanguard Total International Stock Index Fund Institutional Shares
Foreign Large Blend VGTSX Vanguard Total International Stock Index Fund Investor Shares
FIXED INCOME
Long-Term Bond VWESX Vanguard Long-Term Invest-Gr Inv
Intermediate-Term Bond VBMFX Vanguard Total Bond Mkt Index Inv
Others
not found no ticker Vanguard Retirement Savings Trust
Target Date 2000-2010 VTENX Vanguard Target Retirement 2010
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015
Target Date 2016-2020 VTWNX Vanguard Target Retirement 2020
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030 Fund
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045
Target Date 2046-2050 VFIFX Vanguard Target Retirement 2050
Target Date 2051+ VFFVX Vanguard Target Retirement 2055
Target Date 2051+ VTTSX Vanguard Target Retirement 2060
Retirement Income VTINX Vanguard Target Retirement Income
Moderate Allocation VWELX Vanguard Wellington Fund Inv

Investment model portfolios

We provide two types of investment model portfolios for AMKOR TECHNOLOGY INC. 401K PLAN participants. You can customize and follow a model portfolio in your plan account.

Types of portfolio strategies

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.

Example model portfolios

The following provides historical returns for example model portfolios with a moderate risk profile (at most 60% in stocks) and their comparison with benchmark index funds. You can customize these portfolios according to your own risk profile.

Strategic Asset Allocation Model Portfolio

The following portfolio is based on the MyPlanIQ Strategic Asset Allocation (SAA) strategy.

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
AMKOR TECHNOLOGY INC. 401K PLAN Strategic Asset Allocation - Optimal Moderate NA 25.17% 1.72% 5.98% 5.47% 7.39% 6.52% 7.14%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 37.82% 8.86% 15.20% 12.89% 14.04% 10.46% 8.70%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 22.89% 2.25% 6.63% 6.01% 7.19% 6.10% 5.79%
Data as of 10/31/2024, AR inception is 12/31/2000

Tactical Asset Allocation Model Portfolio

The following portfolio is based on the MyPlanIQ Tactical Asset Allocation (TAA) strategy.

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
AMKOR TECHNOLOGY INC. 401K PLAN Tactical Asset Allocation Moderate NA 16.98% 0.35% 4.69% 3.68% 4.52% 5.32% 6.04%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 37.82% 8.86% 15.20% 12.89% 14.04% 10.46% 8.70%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 22.89% 2.25% 6.63% 6.01% 7.19% 6.10% 5.79%
Data as of 10/31/2024, AR inception is 12/31/2000