MyPlanIQ 401k Investor CABELA’S INCORPORATED 401(k) SAVINGS PLAN

CABELA’S INCORPORATED 401(k) SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 11
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Value OAKIX Oakmark International Fund
Foreign Large Blend RERFX American Funds EuroPacific Growth Fund
Others
Moderate Allocation DODBX Dodge & Cox Balanced Fund
US EQUITY
LARGE VALUE DODGX Dodge & Cox Stock Fund
SMALL BLEND RTRRX Royce Total Return Fund
Small Growth PRNHX T. Rowe Price Retirement New Horizons Fund
FIXED INCOME
Intermediate-Term Bond PTRAX Pacific Investment Management Company Total Return Fund Administrative
Total Available Funds: 11
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Value OAKIX Oakmark International Fund
Foreign Large Blend RERFX American Funds EuroPacific Growth Fund
Others
Moderate Allocation DODBX Dodge & Cox Balanced Fund
US EQUITY
LARGE VALUE DODGX Dodge & Cox Stock Fund
SMALL BLEND RTRRX Royce Total Return Fund
Small Growth PRNHX T. Rowe Price Retirement New Horizons Fund
LARGE BLEND VFIAX Vanguard 500 Index Fund Admiral
MID-CAP VALUE NAMAX Columbia Mid Cap Value Z
LARGE GROWTH RGAEX American Funds Growth Fund of Amer R4
Mid-Cap Growth PMGIX Allianz CCM Mid Cap Fund Institutional
FIXED INCOME
Intermediate-Term Bond PTRAX Pacific Investment Management Company Total Return Fund Administrative
Total Available Funds: 11
  • R*: Redemption (Minimum months to hold).
  • RT: Round Trip (number of times allowed to buy/sell in trailing 12 months).
  • WP: Waiting Period (minimum months to wait before buy again).
  • M*:Mark (p: proxy, n: not used).
Asset Class Ticker Description Rating R* RT WP Expense Yield
INTERNATIONAL EQUITY
Foreign Large Value OAKIX Oakmark International Fund 100% 3 60 0 0.75% 1.9%
Foreign Large Blend RERFX American Funds EuroPacific Growth Fund 94% 3 60 0 0.84% 1.86%
Others
Moderate Allocation DODBX Dodge & Cox Balanced Fund 93% 3 60 0 0.42% 2.56%
US EQUITY
LARGE VALUE DODGX Dodge & Cox Stock Fund 93% 3 60 0 0.52% 4.95%
SMALL BLEND RTRRX Royce Total Return Fund 92% 3 60 0 1.95% 8.74%
Small Growth PRNHX T. Rowe Price Retirement New Horizons Fund 80% 3 60 0 0.79% 0%
LARGE BLEND VFIAX Vanguard 500 Index Fund Admiral 78% 3 60 0 0.14% 1.35%
MID-CAP VALUE NAMAX Columbia Mid Cap Value Z 76% 3 60 0 1.13% 1.47%
LARGE GROWTH RGAEX American Funds Growth Fund of Amer R4 39% 3 60 0 0.3% 0%
Mid-Cap Growth PMGIX Allianz CCM Mid Cap Fund Institutional 0% 3 60 0 NA NA
FIXED INCOME
Intermediate-Term Bond PTRAX Pacific Investment Management Company Total Return Fund Administrative 66% 3 60 0 0.8% 4.94%
Average Expense Ratio: 0.76%
Sign up to get fund ranking change alerts

* If you find the above investment options have changed, please email us the latest change or directly Modify Investment Options after you login
Model Portfolios

Asset Allocation Composite: Click here to see this strategy description
Strategic Asset Allocation with Dynamic Risk Adjustment YTD**
Return
1Yr
AR*
3Yr
AR*
5Yr
AR*
10Yr
AR*
15Yr
AR*
Click to Create Model Portfolio

Sign up or Login and subscribe to get rebalance emails for this portfolio
*     AR: Annualized Return
**   YTD: Year to Date (not annualized)
*** The above portfolios are of moderate risk, which means that more than 40% of assets are in fixed income funds.


Description(Ticker:CAB)
The plan consists of 12 funds. It covers 3 major asset classes and 11 minor asset classes. The major asset classes it covers are Fixed Income, US Equity and Foreign Equity.
--


Register for FREE No Credit Card Required
Or Start FREE 30-day trial now >>

Members enjoy Free features

  • Customize and follow a diversified strategic allocation portfolio for your 401k, IRA and brokerage investments within minutes
  • Receive monthly or quarterly re-balance emails
  • Enter funds and percentages in your portfolio, see its historical performance and receive ongoing rebalance emails
  • Real time fund ranking and selection for your plans
  • Quality retirement investing newsletter emails
  • Fund ranking and selection for your plans

Tens of thousands of users have signed up!

Join Now (Free)
No Credit Card Required

User names can only consist of alphabetic and
numeric characters.(eg: 0-9a-zA-Z)
I agree to the Terms of use

Login With Facebook:

Get Started Now. It's Free!

Get portfolio suggestions for your
401k plan or brokerage accounts

Powered by MyPlanIQ
You have created an account on MyPlanIQ.com by using this email "", please login MyPlanIQ account or reset your password.