OWENS CORNING SAVINGS AND SECURITY PLAN Investment Model Portfolios

Investment options of OWENS CORNING SAVINGS AND SECURITY PLAN

Total Available Funds: 30

Asset Class

Ticker

Description

Others
ROOT	CASH	Fidelity rtmt Money Mkt Portfolio
Moderate Allocation	FPUKX	Fidelity Puritan Fund K
Target Date 2016-2020	FFFDX	Fidelity Freedom 2020
Target Date 2026-2030	FFFEX	Fidelity Freedom 2030
Target Date 2036-2040	FFFFX	Fidelity Freedom 2040
Target Date 2021-2025	FFTWX	Fidelity Freedom 2025
Target Date 2031-2035	FFTHX	Fidelity Freedom 2035
Target Date 2000-2010	FFFCX	Fidelity Freedom 2010
Target Date 2041-2045	FFFGX	Fidelity Freedom 2045
Target Date 2011-2015	FFVFX	Fidelity Freedom 2015
Target Date 2050+	FFFHX	Fidelity Freedom 2050
Retirement Income	FFFAX	Fidelity Freedom Income
Target Date 2000-2010	FFFBX	Fidelity Freedom 2000
Target Date 2000-2010	FFFVX	Fidelity Freedom 2005

US EQUITY
MID-CAP BLEND	FLPSX	Fidelity Low-priced Stock Fund
LARGE GROWTH	FCNKX	Fidelity Contrafund K
LARGE BLEND	FSMAX	Spartan 500 Index - Adv Class
SMALL BLEND	SSMVX	Wells Fargo Adv Small Cap Value Fund - Investor Class
Mid-Cap Growth	MGOYX	Munder Capital Management Mid-Cap Core Growth Class Y
Small Growth	AUSAX	Columbia Acorn USA Fund Class Z
MID-CAP BLEND	FSEVX	Spartan Extended Mkt Index Fund - Adv Class
LARGE VALUE	AAGPX	American Beacon Large Cap Value Fund - Investor Class
MID-CAP VALUE	GCMAX	Goldman Sachs Mid Cap Value class A
SMALL VALUE	PSVIX	Allianz NFJ Small-Cap Value Fund - Institutional Class
MID-CAP VALUE	FDVLX	Fidelity Stable Value

INTERNATIONAL EQUITY
Foreign Large Growth	FDIKX	Fidelity Diversified International Fund K
Foreign Large Blend	HIINX	Harbor Capital Investors Harbor International Fund

FIXED INCOME
Intermediate-Term Bond	FBIDX	Fidelity U.S. Bond Index
Intermediate-Term Bond	PTRAX	Pacific Investment Management Company Total Return Fund - Administrative Class

Emerging Market
DIVERSIFIED EMERGING MKTS	LZEMX	Lazard Emerging Mkts Equity Portfolio-Institutional

Investment model portfolios

We provide two types of investment model portfolios for OWENS CORNING SAVINGS AND SECURITY 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 OWENS CORNING SAVINGS AND SECURITY PLAN

OWENS CORNING SAVINGS AND SECURITY PLAN

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