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GRAFTECH INTERNATIONAL HOLDINGS INC. SAVINGS PLAN
Investment Model Portfolios

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Investment options of GRAFTECH INTERNATIONAL HOLDINGS INC. SAVINGS PLAN

Total Available Funds: 17
Asset Class Ticker Description
INTERNATIONAL EQUITY
Foreign Large Blend CEUFX American Funds EuroPacific Growth Fund
US EQUITY
MID-CAP VALUE ARTQX Artisian Mid Cap Value
Mid-Cap Growth HAMGX Harbor Mid Cap Growth
SMALL BLEND ICSCX ICM Small Company Portfolio
LARGE BLEND VFINX Vanguard 500 Index Fund
LARGE GROWTH VPMCX Vanguard PRIMECAP Fund
LARGE VALUE VIVAX Vanguard Value Index Fund
Small Growth WFSIX Wells Fargo Adv Small Cap Fund
US EQUITY GTI GrafTech International Ltd.
Others
Conservative Allocation VSCGX Vanguard LifeStrategy Conservative Growth Fund
Moderate Allocation VSMGX Vanguard LifeStrategy Growth Fund
Conservative Allocation VASIX Vanguard LifeStrategy Income Fund
Moderate Allocation VSMGX Vanguard LifeStrategy Moderate Growth Fund
unknown unknown Vanguard rtmt Savings Tr
ROOT CASH Vanguard Prime Money Mkt Money Mkt Fund
ROOT CASH VGI Prime Money Mkt Money Mkt Fund
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Mkt Index Fund

Investment model portfolios

We provide two types of investment model portfolios for GRAFTECH INTERNATIONAL HOLDINGS INC. 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.

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
GRAFTECH INTERNATIONAL HOLDINGS INC. SAVINGS PLAN Tactical Asset Allocation Moderate NA 20.89% 0.83% 3.83% 3.82% 4.48% 5.53% 5.92%
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