GREIF 401K RETIREMENT PLAN Investment Model Portfolios

Investment options of GREIF 401K RETIREMENT PLAN

Total Available Funds: 17

Asset Class

Ticker

Description

Others
Moderate Allocation	PRWCX	T Rowe Price Capital Appreciation Fund
Target Date 2016-2020	MRTLX	MassMutual Select Funds: MassMutual RetireSMART 2020 Fund; Class L Shares
Target Date 2026-2030	MRYAX	MassMutual Select Funds: MassMutual RetireSMART 2030 Fund; Class A Shares
Target Date 2000-2010	MRXLX	MassMutual Select Funds: MassMutual RetireSMART 2010 Fund; Class L Shares
Moderate Allocation	DODBX	Dodge & Cox Funds: Dodge & Cox Balanced Fund
Target Date 2000-2010	MRXSX	MassMutual Select Funds: MassMutual RetireSMART 2010 Fund; Class S Shares
Target Date 2026-2030	MYRLX	MassMutual Select Funds: MassMutual RetireSMART 2030 Fund; Class L Shares

US EQUITY
SMALL BLEND	MMVYX	MassMutual Select Funds: MassMutual Select Small Company Value Fund; Class Y Shares
LARGE BLEND	MMLAX	MassMutual Select Funds: MassMutual Select Large Cap Value Fund; Class A Shares
LARGE BLEND	MFVAX	MassMutual Select Funds: MassMutual Select Focused Value Fund; Class A Shares
LARGE VALUE	DODGX	Dodge & Cox Funds: Dodge & Cox Stock Fund
LARGE BLEND	MLVSX	MassMutual Select Funds: MassMutual Select Large Cap Value Fund; Class S Shares
SMALL BLEND	MSVZX	MassMutual Select Funds: MassMutual Select Small Company Value Fund; Class Z Shares
LARGE BLEND	MIEAX	MassMutual Select Funds: MassMutual Select Indexed Equity Fund; Class A Shares
Mid-Cap Growth	MMELX	MassMutual Select Funds: MassMutual Select Mid Cap Growth Equity II Fund; Class L Shares
LARGE BLEND	MMIZX	MassMutual Select Funds: MassMutual Select Indexed Equity Fund; Class Z Shares
Mid-Cap Growth	MEFAX	MassMutual Select Funds: MassMutual Select Mid Cap Growth Equity II Fund; Class A Shares

Investment model portfolios

We provide two types of investment model portfolios for GREIF 401K RETIREMENT 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 GREIF 401K RETIREMENT PLAN

GREIF 401(K) RETIREMENT PLAN

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