GPI HOURLY SAVINGS PLAN Investment Model Portfolios

Investment options of GPI HOURLY SAVINGS PLAN

Total Available Funds: 22

Asset Class

Ticker

Description

US EQUITY
MID-CAP BLEND	GTAVX	AIM Mid-Cap Core Equity
LARGE VALUE	AADEX	American Beacon Large Cap Value
LARGE VALUE	TWEIX	American Century Equity Income
Small Growth	BUFSX	Buffalo Small Cap Fund
LARGE GROWTH	HACAX	Harbor Capital app Fund
LARGE BLEND	VIFSX	Vanguard 500 Index Signal Fund
SMALL BLEND	SMVAX	Wells Fargo Adv Small Cap Value Fund
LARGE VALUE	TRVLX	T Rowe Price Stable Value Fund

INTERNATIONAL EQUITY
Foreign Large Blend	RERFX	American Europacific Growth Fund

FIXED INCOME
Intermediate-Term Bond	PTTRX	Pimco Total Return Fund

Others
Retirement Income	TRRIX	T Rowe Price rtmt Income Fund
Target Date 2000-2010	TRRFX	T Rowe Price rtmt 2005 Fund
Target Date 2000-2010	TRRAX	T Rowe Price rtmt 2010 Fund
Target Date 2011-2015	TRRGX	T Rowe Price rtmt 2015 Fund
Target Date 2016-2020	TRRBX	T Rowe Price rtmt 2020 Fund
Target Date 2021-2025	TRRHX	T Rowe Price rtmt 2025 Fund
Target Date 2026-2030	TRRCX	T Rowe Price rtmt 2030 Fund
Target Date 2031-2035	TRRJX	T Rowe Price rtmt 2035 Fund
Target Date 2036-2040	TRRDX	T Rowe Price rtmt 2040 Fund
Target Date 2041-2045	TRRKX	T Rowe Price rtmt 2045 Fund
Target Date 2050+	TRRMX	T Rowe Price rtmt 2050 Fund
Target Date 2050+	TRRNX	T Rowe Price rtmt 2055 Fund

Investment model portfolios

We provide two types of investment model portfolios for GPI HOURLY 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 GPI HOURLY SAVINGS PLAN

GPI HOURLY SAVINGS PLAN

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