Investment options of OWENS CORNING SAVINGS AND SECURITY PLAN
Total Available Funds: 27
| Investment Description |
|---|
| Fund 303,903 shares |
| Fund 3,300,511 shares |
| International Pooled Fund 233,625 shares |
| Fund, Class X 431,619 shares |
| Value Fund, Class R6 408,207 shares |
| Shares 18,053 shares |
| Fund, Class R6 383,511 shares |
| Government Institutional Fund 36,728,337 units |
| Spartan 500 Index Pool, Class E 218,180 units |
| Pool, Class E 115,360 units |
| Income Fund, Class S 107,158 units |
| Fidelity Freedom Blend |
| Fund, Class S 95,333 units |
| Fund, Class S 93,374 units |
| Fund, Class S 664,952 units |
| Fund, Class S 1,514,513 units |
| Fund, Class S 2,468,311 units |
| Fund, Class S 1,786,561 units |
| Fund, Class S 1,567,950 units |
| Fund, Class S 1,281,444 units |
| Fund, Class S 1,122,066 units |
| Fund, Class S 890,325 units |
| Fund, Class S 983,324 units |
| Fund, Class S 603,043 units |
| Portfolio, Class 1 12,074,584 units |
| rates ranged from |
| during 2024 $ -0- |
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.
Retirement Plan (401(k)) Info for OWENS CORNING SAVINGS AND SECURITY PLAN