Campbell Scientific Inc. 401(k) Profit Sharing Plan Investment Model Portfolios

Investment options of Campbell Scientific Inc. 401(k) Profit Sharing Plan

Total Available Funds: 18

Asset Class

Ticker

Description

INTERNATIONAL EQUITY
WORLD STOCK	ANWPX	American Funds New Perspective A
WORLD STOCK	SMCWX	American Funds SMALLCAP World A

Others
Target Date 2036-2040	AAGTX	American Funds Trgt Date Ret 2040 A
Moderate Allocation	AMECX	American Funds Inc Fund of Amer A
Target Date 2031-2035	AAFTX	American Funds Trgt Date Ret 2035 A
Target Date 2026-2030	AAETX	American Funds Trgt Date Ret 2030 A
Target Date 2041-2045	AAHTX	American Funds Trgt Date Ret 2045 A
Target Date 2046-2050	AALTX	American Funds Trgt Date Ret 2050 A
Target Date 2051+	AAMTX	American Funds Trgt Date Ret 2055 A
ROOT	AFAXX	American Funds Money Market A (AFAXX)
Target Date 2000-2010	AAATX	American Funds Trgt Date Ret 2010 A
Target Date 2011-2015	AABTX	American Funds Trgt Date Ret 2015 A
Target Date 2021-2025	AADTX	American Funds Trgt Date Ret 2025 A
Target Date 2016-2020	AACTX	American Funds Trgt Date Ret 2020 A

US EQUITY
LARGE BLEND	ANCFX	American Funds Fundamental Investors A
LARGE VALUE	AWSHX	American Funds Washington Mutual A
LARGE GROWTH	AGTHX	American Funds Growth Fund of Amer A

FIXED INCOME
Intermediate-Term Bond	ABNDX	American Funds Bond Fund of Amer A

Investment model portfolios

We provide two types of investment model portfolios for Campbell Scientific Inc. 401(k) Profit Sharing 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.

Customize a model portfolio now

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