CABOT RETIREMENT SAVINGS PLAN
Investment Model Portfolios

The symbol of the complany is CBT.

Plan investment options

Total Available Funds: 16
Asset Class Ticker Description Rating Expense
INTERNATIONAL EQUITY
Foreign Large Value VTRIX Vanguard International Value Fund; Investor Shares 0.39%
Foreign Large Blend VWIGX Vanguard International Growth Fund; Investor Shares 0.45%
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Fund; Investor Class Shares 0.08%
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Fund; Investor Class Shares 0.08%
Retirement Income VTINX Vanguard Target Retirement Income Fund; Investor Class Shares 0.08%
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035 Fund; Investor Class Shares 0.08%
Target Date 2046-2050 VFIFX Vanguard Target Retirement 2050 Fund; Investor Class Shares 0.08%
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040 Fund; Investor Class Shares 0.08%
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030 Fund; Investor Class Shares 0.08%
Target Date 2016-2020 VTWNX Vanguard Target Retirement 2020 Fund; Investor Class Shares 0.08%
ROOT CASH Vanguard Prime Money Market Fund; Investor Shares NA
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015 Fund; Investor Class Shares 0.08%
Target Date 2000-2010 VTENX Vanguard Target Retirement 2010 Fund; Investor Class Shares 0.17%
US EQUITY
Small Growth VEXPX Vanguard Explorer Fund; Investor Shares 0.45%
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index Fund; Investor Shares 0.15%
SHORT GOVERNMENT VSGBX Vanguard Short-Term Federal Fund; Investor Shares 0.1%
Average Expense Ratio: 0.16%

The following is a moderate-risk model portfolio constructed from the investment options of CABOT RETIREMENT SAVINGS PLAN.

This portfolio is proactively monitored and rebalanced on a monthly basis when needed, ensuring it remains in line with its target allocation. We offer customization features, allowing subscribers to tailor the portfolio to align with their own risk tolerance and return expectations by changing risk profile parameter.

Our model portfolio is rooted in the MyPlanIQ Asset Allocation Composite (AAC) strategy. This dynamic (tactical) asset allocation and quantitative fund selection algorithm prioritize risk management by dynamically adjusting stock allocations based on prevailing asset momentum. Extensive research has shown that this momentum-based tactical approach can potentially reduce temporary losses while maintaining or outperforming traditional buy-and-hold strategies.

Both historical back test and real-time portfolio return and risk data are shown in the table on this page. These metrics are compared with stock and moderate allocation index funds.

Furthermore, subscribers have the option to explore alternative strategies such as Strategic Asset Allocation Optimal (SAA) and Tactical Asset Allocation (TAA) to further customize their model portfolio. See our investment methodology for more details on the investment strategies


Retirement Plan (401(k)) Info for CABOT RETIREMENT SAVINGS PLAN

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Puzzled on what to invest?

  • We ask a few questions to decide your personal return and risk expectations
  • We build a custom portfolio for your plan (401(k), 403(b), 529 ...) or for a  brokerage account
  • We monitor and send timely rebalance emails on what investment funds to buy and sell
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