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Cascade Bancorp Employees’ 401(k) Profit Sharing Plan
Investment Model Portfolios

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Investment options of Cascade Bancorp Employees’ 401(k) Profit Sharing Plan

Total Available Funds: 21
Asset Class Ticker Description
FIXED INCOME
SHORT GOVERNMENT STABLEVALUE MFS Investment Management MFS Fixed Fund - Institutional
Intermediate-Term Bond MRBHX MFS Investment Management MFS Bond Fund R3
Others
Target Date 2016-2020 PARBX T. Rowe Price Retirement rtmt Funds Inc. T. Rowe Price Retirement rtmt 2020 Adv
Utilities MMUHX MFS Investment Management MFS Utilities Fund R3
Target Date 2026-2030 PARCX T. Rowe Price Retirement rtmt Funds Inc. T. Rowe Price Retirement rtmt 2030 Adv
Target Date 2000-2010 PARAX T. Rowe Price Retirement rtmt Funds Inc. T. Rowe Price Retirement rtmt 2010 Adv
Target Date 2036-2040 PARDX T. Rowe Price Retirement rtmt Funds Inc. T. Rowe Price Retirement rtmt 2040 Adv
Moderate Allocation CTFAX Columbia Management Columbia Acorn Fund A
Moderate Allocation MSFHX MFS Investment Management MFS Total Return Fund R3
Retirement Income PARIX T. Rowe Price Retirement rtmt Funds Inc. T. Rowe Price Retirement rtmt Income Adv
Target Date 2050+ TRRMX T. Rowe Price Retirement rtmt Funds Inc. T. Rowe Price Retirement rtmt 2050 Adv
unknown unknown TOTAL SHARES OF REGISTERED INVESTMENT CompositeANIES
INTERNATIONAL EQUITY
Foreign Large Blend MRSHX MFS Investment Management MFS Research International Fund R3
US EQUITY
LARGE BLEND NYVTX Davis Funds Davis NY Venture Fund A
LARGE GROWTH RGACX American Funds American Funds Growth Fund of Amer R3
LARGE VALUE MEIHX MFS Investment Management MFS Value Fund R3
Mid-Cap Growth THCGX Thornburg Investment Management Thornburg Core Growth Fund A
SMALL VALUE AVFIX American Beacon Advisors Inc. American Beacon Small-Cap Value Fund I
MID-CAP VALUE GCMAX Goldman Sachs Goldman Sachs Mid Cap Value Fund A
LARGE BLEND DSPIX The Dreyfus Corporation Dreyfus Basic S P 500 Stock Index Fund A
US EQUITY CACB Cascade Bancorp Cascade Bancorp Stock Fund(4.25% - 9.25%) -

Investment model portfolios

We provide two types of investment model portfolios for Cascade Bancorp Employees’ 401(k) Profit Sharing 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.

Example model portfolios

The following provides historical returns for example model portfolios with a moderate risk profile (at most 60% in stocks) and their comparison with benchmark index funds. You can customize these portfolios according to your own risk profile.

Strategic Asset Allocation Model Portfolio

The following portfolio is based on the MyPlanIQ Strategic Asset Allocation (SAA) strategy.

Tactical Asset Allocation Model Portfolio

The following portfolio is based on the MyPlanIQ Tactical Asset Allocation (TAA) strategy.

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
Cascade Bancorp Employees’ 401(k) Profit Sharing Plan Tactical Asset Allocation Moderate NA 34.19% 11.15% 11.27% 7.29% 6.96% 7.38% 7.32%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 37.82% 8.86% 15.20% 12.89% 14.04% 10.46% 8.70%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 22.89% 2.25% 6.63% 6.01% 7.19% 6.10% 5.79%
Data as of 10/31/2024, AR inception is 12/31/2000