CABELA’S INCORPORATED 401(k) SAVINGS PLAN Investment Model Portfolios

Investment options of CABELA’S INCORPORATED 401(k) SAVINGS PLAN

Total Available Funds: 12

Asset Class

Ticker

Description

FIXED INCOME
Intermediate-Term Bond	PTRAX	Pacific Investment Management Company Total Return Fund Administrative

US EQUITY
LARGE BLEND	VFIAX	Vanguard 500 Index Fund Admiral
LARGE GROWTH	RGAEX	American Funds Growth Fund of Amer R4
LARGE VALUE	DODGX	Dodge & Cox Stock Fund
Mid-Cap Growth	PMGIX	Allianz CCM Mid Cap Fund Institutional
SMALL BLEND	RTRRX	Royce Total Return Fund
MID-CAP VALUE	NAMAX	Columbia Mid Cap Value Z
Small Growth	PRNHX	T. Rowe Price Retirement New Horizons Fund

INTERNATIONAL EQUITY
Foreign Large Value	OAKIX	Oakmark International Fund
Foreign Large Blend	RERFX	American Funds EuroPacific Growth Fund

Others
Moderate Allocation	DODBX	Dodge & Cox Balanced Fund
ROOT	unknow	Gartmore Morley Stable Value Fund

Investment model portfolios

We provide two types of investment model portfolios for CABELA’S INCORPORATED 401(k) SAVINGS 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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