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Investment options of STILLWATER MINING COMPANY 401K PLAN
Total Available Funds: 60
| Investment Description |
|---|
| Allspring Special Mid Cap Value R6 |
| DFA Emerging Markets Core Equity I |
| Vanguard Mid Cap Index Fund – Admiral |
| Vanguard Small Cap Index Adm |
| Great Gray BlackRock EAFE Equity Index |
| Great Gray BlackRock Equity Index |
| Great Gray BlackRock U.S. Debt Index |
| Great Gray FlexPath Index Agg 2035 Fund CL M |
| Great Gray FlexPath Index Agg 2045 Fund CL M |
| Great Gray FlexPath Index Agg 2055 Fund CL M |
| Great Gray FlexPath Index Agg 2065 Fund CL M |
| Great Gray FlexPath Index Aggressive Retirement M |
| Great Gray FlexPath Index Conservative 2035 M |
| Great Gray FlexPath Index Conservative 2045 M |
| Great Gray FlexPath Index Conservative 2055 M |
| Great Gray FlexPath Index Conservative Retirement M |
| Great Gray FlexPath Index Mod 2045 Fund CL M |
| Great Gray FlexPath Index Mod 2065 Fund CL M |
| Great Gray FlexPath Index Moderate 2035 M |
| Great Gray FlexPath Index Moderate 2055 M |
| Great Gray FlexPath Index Moderate Retirement M |
| Great Gray International Stock I1 |
| Great Gray Large Cap Value I1 |
| Great Gray Mid Cap Gro II Class I1 |
| Great Gray Small Cap Value Fund II CL I1 |
| Company (at Contract Value) |
| Company Day One IncomeFlex Target Balanced Fund |
| Company Large Cap Growth / JP Morgan Invst Mgmt |
| Company Small Cap Growth / Emerald Fund |
| 1FPA45M 3,622,586.73 |
| 1FPA55M 1,439,237.46 |
| 1FPA65M 120,050.99 |
| 1FPC35M 1,408,746.22 |
| 1FPM55M 7,649,010.01 |
| 1FPM65M 1,250,201.67 |
| 1FPC55M 310,809.36 |
| 1FPM35M 9,775,914.87 |
| 1FPM45M 8,757,951.01 |
| 1FPIARM 3,622,313.12 |
| 1FPC45M 998,730.60 |
| 1FPIMRM 5,258,989.11 |
| 1FPICRM 2,157,624.82 |
| 1FPA35M 3,366,521.93 |
| 1P0147A 680,772.58 |
| 1BREAI1 2,391,056.30 |
| 1DFCEX 3,218,841.73 |
| 1ISTFP1 1,990,059.62 |
| 1SMVCI1 1,557,543.43 |
| 1VSMAX 2,104,753.33 |
| 1P0123A 4,636,753.53 |
| 1VIMAX 2,615,135.38 |
| 1WFPRX 1,283,323.35 |
| 1P0913A 3,717,286.34 |
| 1BREQI1 6,901,310.97 |
| 1PTLVI1 5,253,795.57 |
| 1P0085A 12,513,841.20 |
| 1BRUSD1 2,733,271.62 |
| 1P0157A 3,810,246.49 |
| 1P1139A 20,424,494.33 |
| FORFEITURES 63,581.02 |
Investment model portfolios
We provide two types of investment model portfolios for STILLWATER MINING COMPANY 401K 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 STILLWATER MINING COMPANY 401K PLAN