Investment options of OWENS CORNING SAVINGS PLAN
Total Available Funds: 27
| Investment Description |
|---|
| Fund 2,059,850 shares |
| Fund 10,309,618 shares |
| International Pooled Fund 962,445 shares |
| Fund, Class X 2,050,396 shares |
| Value Fund, Class R6 1,508,793 shares |
| Shares 132,840 shares |
| Fund, Class R6 1,150,703 shares |
| Fund 55,589,466 units |
| Spartan 500 Index Pool, Class E 798,367 units |
| Pool, Class E 496,167 units |
| Income Fund, Class S 242,648 units |
| Fidelity Freedom Blend |
| Fund, Class S 77,282 units |
| Fund, Class S 197,044 units |
| Fund, Class S 785,067 units |
| Fund, Class S 1,795,515 units |
| Fund, Class S 2,828,634 units |
| Fund, Class S 2,391,637 units |
| Fund, Class S 2,318,101 units |
| Fund, Class S 2,076,444 units |
| Fund, Class S 1,874,319 units |
| Fund, Class S 1,466,328 units |
| Fund, Class S 1,064,293 units |
| Fund, Class S 435,671 units |
| Portfolio, Class 1 20,959,521 units |
| rates ranged from |
| during 2024 $ -0- |
Investment model portfolios
We provide two types of investment model portfolios for OWENS CORNING 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.
Retirement Plan (401(k)) Info for OWENS CORNING SAVINGS PLAN