Investment options of APPVION, LLC RETIREMENT SAVINGS PLAN
Total Available Funds: 24
| Investment Description |
|---|
| <div> |
| <ul> |
| <li>Eagle Financial Services, Inc. Carillon Eagle MidCaGwth R6 Fd $ 0.00</li> |
| <li>Cohen & Steers Cohen & Steers I Realty Sh Fd $ 0.00</li> |
| <li>Dodge and Cox Funds Dodge & Cox Stock I Fund $ 0.00</li> |
| <li>Diamond Hill Capital Management Inc DIAMOND HILL SELECT Y FUND $ 0.00</li> |
| <li>SEI TRUST COMPANY Galliard Stable Return C $ 0.00</li> |
| <li>GREAT GRAY TRUST COMPANY LARGE CAP GROWTH FUND II R1 FD $ 0.00</li> |
| <li>MFS Investment Management MFS Intl Diversification R6 Fd $ 0.00</li> |
| <li>GREAT GRAY TRUST COMPANY RETIREPILOT AGG RET FUND R1 $ 0.00</li> |
| <li>GREAT GRAY TRUST COMPANY RETIREPILOT AGG 2035 FUND R1 $ 0.00</li> |
| <li>GREAT GRAY TRUST COMPANY RETIREPILOT AGG 2045 FUND R1 $ 0.00</li> |
| <li>GREAT GRAY TRUST COMPANY RETIREPILOT AGG 2055 FUND R1 $ 0.00</li> |
| <li>GREAT GRAY TRUST COMPANY RETIREPILOT AGG 2065 FUND R1 $ 0.00</li> |
| <li>GREAT GRAY TRUST COMPANY RETIREPILOT CONSERV 2035 R1 $ 0.00</li> |
| <li>GREAT GRAY TRUST COMPANY RETIREPILOT CONSERV 2065 R1 $ 0.00</li> |
| <li>GREAT GRAY TRUST COMPANY RETIREPILOT MOD RET FUND R1 $ 0.00</li> |
| <li>GREAT GRAY TRUST COMPANY RETIREPILOT MOD 2035 FUND R1 $ 0.00</li> |
| <li>GREAT GRAY TRUST COMPANY RETIREPILOT MOD 2045 FUND R1 $ 0.00</li> |
| <li>GREAT GRAY TRUST COMPANY RETIREPILOT MOD 2055 FUND R1 $ 0.00</li> |
| <li>GREAT GRAY TRUST COMPANY RETIREPILOT MOD 2065 FUND R1 $ 0.00</li> |
| <li>Vanguard Group Vanguard Instl Idx Instl Fund $ 0.00</li> |
| </ul> |
| </div> |
Investment model portfolios
We provide two types of investment model portfolios for APPVION, LLC RETIREMENT SAVINGS PLAN 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 APPVION, LLC RETIREMENT SAVINGS PLAN