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Glatfelter 401(k) Savings Plan
Investment Model Portfolios

The symbol of the complany is GLN.BE.

Investment options of Glatfelter 401(k) Savings Plan

Total Available Funds: 7
Asset Class Ticker Description
Others
EQUITY GLT P. H. Glatfelter Company Stock Fund
ROOT CASH Fidelity Retirement Money Market Fund
US EQUITY
LARGE BLEND FDEQX Fidelity Disciplined Equity Fund
LARGE GROWTH FCNTX Fidelity Contrafund
Mid-Cap Growth BARAX Baron Asset Fund
INTERNATIONAL EQUITY
Foreign Large Blend JIEIX Artio International Equity Fund
FIXED INCOME
Intermediate-Term Bond FTHRX Fidelity Intermediate Bond Fund

Investment model portfolios

We provide two types of investment model portfolios for Glatfelter 401(k) Savings 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
Glatfelter 401(k) Savings Plan Strategic Asset Allocation - Optimal Moderate NA 25.15% 1.52% 7.51% 7.09% 7.69% 6.85% 6.80%
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
Glatfelter 401(k) Savings Plan Tactical Asset Allocation Moderate NA 23.05% 0.26% 4.97% 4.98% 5.14% 5.79% 6.38%
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