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

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Plan investment options

Total Available Funds: 11
Asset Class Ticker Description Rating Expense
INTERNATIONAL EQUITY
Foreign Large Value OAKIX Oakmark International Fund 0.75%
Foreign Large Blend RERFX American Funds EuroPacific Growth Fund 0.84%
Others
Moderate Allocation DODBX Dodge & Cox Balanced Fund 0.42%
US EQUITY
LARGE VALUE DODGX Dodge & Cox Stock Fund 0.52%
SMALL BLEND RTRRX Royce Total Return Fund 1.95%
Small Growth PRNHX T. Rowe Price Retirement New Horizons Fund 0.79%
LARGE BLEND VFIAX Vanguard 500 Index Fund Admiral 0.14%
MID-CAP VALUE NAMAX Columbia Mid Cap Value Z 1.13%
LARGE GROWTH RGAEX American Funds Growth Fund of Amer R4 0.3%
Mid-Cap Growth PMGIX Allianz CCM Mid Cap Fund Institutional NA
FIXED INCOME
Intermediate-Term Bond PTRAX Pacific Investment Management Company Total Return Fund Administrative 0.8%
Average Expense Ratio: 0.76%

The following is a moderate-risk model portfolio constructed from the investment options of CABELA’S INCORPORATED 401(k) 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


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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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