Select Page

CAS INC. 401K PLAN
Investment Model Portfolios

Investment options of CAS INC. 401K PLAN

Total Available Funds: 14
Asset Class Ticker Description
US EQUITY
Mid-Cap Growth TWCVX American Century Mutual Funds
MID-CAP VALUE GSMCX Goldman Sachs Trust: Goldman Sachs Mid Cap Value Fund; Institutional Shares
LARGE BLEND ANCFX Fundamental Investors
MID-CAP VALUE GCMAX Goldman Sachs Trust: Goldman Sachs Mid Cap Value Fund; Class A Shares
SMALL BLEND DISSX Dreyfus Index Funds
Small Growth BSCFX Baron Investment Funds Trust: Baron Small Cap Fund; Retail Shares
LARGE GROWTH AGTHX Growth Fund of America
MID-CAP VALUE JMCVX Janus Investment Fund: Perkins Mid Cap Value Fund; Class T Shares
Others
Moderate Allocation ABALX American Balanced Fund; Class A Shares
Natural Resources MDGRX BlackRock Natural Resources Trust; Investor A Shares
Natural Resources PSPFX US Global Investors Funds: Global Resources Fund
INTERNATIONAL EQUITY
WORLD STOCK SMCWX SMALLCAP World Fund
Foreign Large Blend AEPGX EuroPacific Growth Fund; Class A Shares
REAL ESTATE
REAL ESTATE IARAX AIM Investment Securities Funds (Invesco Investment Securities Funds): Invesco Real Estate Fund; Class A Shs

Investment model portfolios

We provide two types of investment model portfolios for CAS INC. 401K PLAN participants. You can customize and follow a model portfolio in your plan account.

Types of portfolio strategies

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.