Select Page

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

--

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

Total Available Funds: 17
Asset Class Ticker Description
US EQUITY
LARGE BLEND NYVTX Davis NY Venture, Large Cap Fund
LARGE VALUE ACGIX Van Kampen, Large Cap, Growth & Income Fund
LARGE GROWTH AGTHX Growth Fund of America, Large Cap Growth Fund
Mid-Cap Growth AMGAX Alger, Mid Cap Growth Fund
SMALL VALUE PNVRX Allianz Small Cap Value Fund
Mid-Cap Growth BMCIX BlackRock U.S. Opportunities
MID-CAP VALUE JMCVX Perkins Mid Cap Value
LARGE BLEND VFINX Vanguard 500 Index
FIXED INCOME
Muni National Interm NUV Morley Stable Value Fund
Inflation-Protected Bond PRRIX PIMCO, Real Return Bond Fund
Intermediate-Term Bond PTTRX PIMCO Total Return
SHORT GOVERNMENT SNGVX American, U.S. Government Securities Fund
INTERNATIONAL EQUITY
Foreign Small/Mid Value SGOIX First Eagle SoGen Overseas, Foreign Equity
WORLD STOCK ANWPX American, New Perspective Fund
Others
EQUITY Lord Abbett mid-cap Lord Abbott, Mid Cap Fund
Moderate Allocation ACETX Van Kampen, Equity & Income Fund
Moderate Allocation CTFAX Columbia, Acorn Fund Class A

Investment model portfolios

We provide two types of investment model portfolios for CASCADE FINANCIAL CORP. 401(k) Salary Deferral and 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 FINANCIAL CORP. 401(k) Salary Deferral and Profit Sharing Plan Tactical Asset Allocation Moderate NA 23.44% 2.52% 5.25% 4.14% 4.60% 5.64% 6.53%
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