GATX CORPORATION SALARIED EMPLOYEES RETIREMENT SAVINGS PLAN Investment Model Portfolios

The symbol of the company is GMT.

Investment options of GATX CORPORATION SALARIED EMPLOYEES RETIREMENT SAVINGS PLAN

Total Available Funds: 22

Asset Class

Ticker

Description

Others
unknown	unknown	Fidelity Managed Income Portfolio II
unknown	unknown	Pyramis Small Capitalization
Target Date 2016-2020	VTWNX	Vanguard Target Return 2020
Retirement Income	VTINX	Vanguard Targeted Return Inc.
Target Date 2036-2040	VFORX	Vanguard Target Return 2040
Target Date 2000-2010	VTOVX	Vanguard Target Return 2005
unknown	unknown	Pyramis Select International Small Capitalization
Target Date 2011-2015	VTXVX	Vanguard Target Return 2015
Target Date 2031-2035	VTTHX	Vanguard Target Return 2035
Target Date 2021-2025	VTTVX	Vanguard Target Return 2025
Target Date 2041-2045	VTIVX	Vanguard Target Return 2045
Target Date 2050+	VFIFX	Vanguard Target Return 2050

US EQUITY
US EQUITY	GMT	GATX Stock Fund
LARGE BLEND	VFINX	NTGI S P 500 Index
LARGE VALUE	EHSTX	Eaton Vance Large Cap Value Fund (A)
LARGE GROWTH	PRGFX	T. Rowe Price Growth Stock Fund Advisory Class

FIXED INCOME
Intermediate-Term Bond	PTTRX	Pacific Investment Management Company Total Return Fund Institutional Class
Intermediate-Term Bond	Vanguard Target Retirement	Vanguard Target Return 2010
Intermediate-Term Bond	TATBX	Vanguard Target Return 2030
Inflation-Protected Bond	FINPX	Inflation Protected Bond Index Non-Lending Series

INTERNATIONAL EQUITY
Foreign Large Growth	FDIKX	Fidelity Diversified International Fund K
WORLD STOCK	ABGKX	AllianceBernstein International Value K

Investment model portfolios

We provide two types of investment model portfolios for GATX CORPORATION SALARIED EMPLOYEES 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.

Customize a model portfolio now

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

GATX CORPORATION SALARIED EMPLOYEES RETIREMENT SAVINGS PLAN

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