MyPlanIQ 401k Investor CASCADE FINANCIAL CORP. 401(k) Salary Deferral and Profit Sharing Plan

CASCADE FINANCIAL CORP. 401(k) Salary Deferral and Profit Sharing Plan

This Plan is unrated.
Investment Options
Total Available Funds: 17
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Small/Mid Value SGOIX First Eagle SoGen Overseas, Foreign Equity
WORLD STOCK ANWPX American, New Perspective Fund
Others
Moderate Allocation CTFAX Columbia, Acorn Fund Class A
Moderate Allocation ACETX Van Kampen, Equity & Income Fund
EQUITY Lord Abbett mid-cap Lord Abbott, Mid Cap Fund
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return
Muni National Interm NUV Morley Stable Value Fund
Inflation-Protected Bond PRRIX PIMCO, Real Return Bond Fund
US EQUITY
MID-CAP VALUE JMCVX Perkins Mid Cap Value
LARGE BLEND VFINX Vanguard 500 Index
Mid-Cap Growth BMCIX BlackRock U.S. Opportunities
Total Available Funds: 17
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Small/Mid Value SGOIX First Eagle SoGen Overseas, Foreign Equity
WORLD STOCK ANWPX American, New Perspective Fund
Others
Moderate Allocation CTFAX Columbia, Acorn Fund Class A
Moderate Allocation ACETX Van Kampen, Equity & Income Fund
EQUITY Lord Abbett mid-cap Lord Abbott, Mid Cap Fund
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return
Muni National Interm NUV Morley Stable Value Fund
Inflation-Protected Bond PRRIX PIMCO, Real Return Bond Fund
SHORT GOVERNMENT SNGVX American, U.S. Government Securities Fund
US EQUITY
MID-CAP VALUE JMCVX Perkins Mid Cap Value
LARGE BLEND VFINX Vanguard 500 Index
Mid-Cap Growth BMCIX BlackRock U.S. Opportunities
LARGE BLEND NYVTX Davis NY Venture, Large Cap Fund
LARGE VALUE ACGIX Van Kampen, Large Cap, Growth & Income Fund
Mid-Cap Growth AMGAX Alger, Mid Cap Growth Fund
LARGE GROWTH AGTHX Growth Fund of America, Large Cap Growth Fund
SMALL VALUE PNVRX Allianz Small Cap Value Fund
Total Available Funds: 17
  • 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 Small/Mid Value SGOIX First Eagle SoGen Overseas, Foreign Equity 96% 3 60 0 0.8% 2.5%
WORLD STOCK ANWPX American, New Perspective Fund 66% 3 60 0 1.47% 5.44%
Others
Moderate Allocation CTFAX Columbia, Acorn Fund Class A 95% 3 60 0 0.85% 2.47%
Moderate Allocation ACETX Van Kampen, Equity & Income Fund 76% 3 60 0 0.78% 2.09%
EQUITY Lord Abbett mid-cap Lord Abbott, Mid Cap Fund 0% 3 60 0 NA NA
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return 97% 3 60 0 0.83% 3.98%
Muni National Interm NUV Morley Stable Value Fund 81% 3 60 0 NA 4.16%
Inflation-Protected Bond PRRIX PIMCO, Real Return Bond Fund 80% 3 60 0 1.37% 4.44%
SHORT GOVERNMENT SNGVX American, U.S. Government Securities Fund 72% 3 60 0 0.8% 3.23%
US EQUITY
MID-CAP VALUE JMCVX Perkins Mid Cap Value 98% 3 60 0 0.91% 1%
LARGE BLEND VFINX Vanguard 500 Index 98% 3 60 0 0.14% 1.27%
Mid-Cap Growth BMCIX BlackRock U.S. Opportunities 94% 3 60 0 1.1% 6.7%
LARGE BLEND NYVTX Davis NY Venture, Large Cap Fund 92% 3 60 0 1.75% 8.07%
LARGE VALUE ACGIX Van Kampen, Large Cap, Growth & Income Fund 55% 3 60 0 0.53% 1.34%
Mid-Cap Growth AMGAX Alger, Mid Cap Growth Fund 43% 3 60 0 1.95% 0%
LARGE GROWTH AGTHX Growth Fund of America, Large Cap Growth Fund 41% 3 60 0 0.3% 0%
SMALL VALUE PNVRX Allianz Small Cap Value Fund 0% 3 60 0 1.43% 0.94%
Average Expense Ratio: 1%
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
Strategic Asset Allocation - Equal Weight: Click here to see this strategy description
Equal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 3.6% 12.7% 2.2% 6.6% 6.3% 7.0%

Sign up or Login first to get rebalance emails for this portfolio

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:CASB)
The plan consists of 17 funds. It covers 3 major asset classes and 14 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.
--


Register for FREE No Credit Card Required
Or Start FREE 30-day trial now >>
MyPlanIQ Newsletters
Get Started
Search

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.