MyPlanIQ 401k Investor LIBERTY GLOBAL 401(K) SAVINGS PLAN

LIBERTY GLOBAL 401(K) SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 20
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend TIVRX Thornburg International Value R5 Mutual fund
Foreign Large Blend FSIIX Fidelity Spartan International Index Mutual fund
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 Mutual fund
Retirement Income FFFAX Fidelity Freedom Income Mutual fund
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 Mutual fund
US EQUITY
SMALL VALUE PSVIX Allianz NFJ Small Cap Value Institutional Mutual fund
LARGE BLEND NYVTX Davis NY Venture A Mutual fund
LARGE BLEND FUSEX Fidelity Spartan U.S. Equity Index Mutual fund
FIXED INCOME
Intermediate-Term Bond DODIX Dodge & Cox Stock Mutual fund
Intermediate-Term Bond PTTDX Pacific Investment Management Company Total Return D Mutual fund
High Yield Bond PHYAX Pacific Investment Management Company High Yield Administrative Mutual fund
Total Available Funds: 20
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend TIVRX Thornburg International Value R5 Mutual fund
Foreign Large Blend FSIIX Fidelity Spartan International Index Mutual fund
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 Mutual fund
Retirement Income FFFAX Fidelity Freedom Income Mutual fund
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 Mutual fund
Target Date 2036-2040 FFFFX Fidelity Freedom 2040 Mutual fund
Target Date 2050+ FFFHX Fidelity Freedom 2050 Mutual fund
Target Date 2000-2010 FFFCX Fidelity Freedom 2010 Mutual fund
Target Date 2000-2010 FFFBX Fidelity Freedom 2000 Mutual fund
ROOT CASH AIM Short Term Liquid Asset Money market fund
ROOT CASH Fidelity rtmt Money Mkt Account Money market fund
US EQUITY
SMALL VALUE PSVIX Allianz NFJ Small Cap Value Institutional Mutual fund
LARGE BLEND NYVTX Davis NY Venture A Mutual fund
LARGE BLEND FUSEX Fidelity Spartan U.S. Equity Index Mutual fund
Mid-Cap Growth BGRFX Baron Growth Mutual fund
LARGE GROWTH RGAEX American Funds Growth Fund of Amer R4 Mutual fund
MID-CAP BLEND FLPSX Fidelity Low-Priced Stock Mutual fund
FIXED INCOME
Intermediate-Term Bond DODIX Dodge & Cox Stock Mutual fund
Intermediate-Term Bond PTTDX Pacific Investment Management Company Total Return D Mutual fund
High Yield Bond PHYAX Pacific Investment Management Company High Yield Administrative Mutual fund
Total Available Funds: 20
  • R*: Redemption (Minimum months to hold).
  • RT: Round Trip (number of times allowed to buy/sell in trailing 12 months).
  • WP: Waiting Period (minimum months to wait before buy again).
  • M*:Mark (p: proxy, n: not used).
Asset Class Ticker Description Rating R* RT WP Expense Yield
INTERNATIONAL EQUITY
Foreign Large Blend TIVRX Thornburg International Value R5 Mutual fund 94% 3 60 0 1.16% 1.89%
Foreign Large Blend FSIIX Fidelity Spartan International Index Mutual fund 86% 3 60 0 0.17% 0%
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 Mutual fund 98% 3 60 0 0.58% 3.41%
Retirement Income FFFAX Fidelity Freedom Income Mutual fund 98% 3 60 0 0.42% 2.89%
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 Mutual fund 96% 3 60 0 0.66% 3.25%
Target Date 2036-2040 FFFFX Fidelity Freedom 2040 Mutual fund 95% 3 60 0 0.64% 1.26%
Target Date 2050+ FFFHX Fidelity Freedom 2050 Mutual fund 94% 3 60 0 0.75% 3.56%
Target Date 2000-2010 FFFCX Fidelity Freedom 2010 Mutual fund 92% 3 60 0 0.49% 3.21%
Target Date 2000-2010 FFFBX Fidelity Freedom 2000 Mutual fund 0% 3 60 0 0.44% 0%
ROOT CASH AIM Short Term Liquid Asset Money market fund 0% 1 60 0 NA 4.14%
ROOT CASH Fidelity rtmt Money Mkt Account Money market fund 0% 1 60 0 NA 4.14%
US EQUITY
SMALL VALUE PSVIX Allianz NFJ Small Cap Value Institutional Mutual fund 93% 3 60 0 0.91% 1.89%
LARGE BLEND NYVTX Davis NY Venture A Mutual fund 92% 3 60 0 1.75% 8.07%
LARGE BLEND FUSEX Fidelity Spartan U.S. Equity Index Mutual fund 79% 3 60 0 0.09% 1.79%
Mid-Cap Growth BGRFX Baron Growth Mutual fund 40% 3 60 0 1.3% 1.84%
LARGE GROWTH RGAEX American Funds Growth Fund of Amer R4 Mutual fund 39% 3 60 0 0.3% 0%
MID-CAP BLEND FLPSX Fidelity Low-Priced Stock Mutual fund 1% 3 60 0 0.92% 1.69%
FIXED INCOME
Intermediate-Term Bond DODIX Dodge & Cox Stock Mutual fund 87% 3 60 0 0.33% 3.91%
Intermediate-Term Bond PTTDX Pacific Investment Management Company Total Return D Mutual fund 65% 3 60 0 0.75% 4.84%
High Yield Bond PHYAX Pacific Investment Management Company High Yield Administrative Mutual fund 52% 3 60 0 0.66% 5.37%
Average Expense Ratio: 0.68%
Sign up to get fund ranking change alerts

* If you find the above investment options have changed, please email us the latest change or directly Modify Investment Options after you login
Model Portfolios
Strategic Asset Allocation - Equal Weight: Click here to see this strategy description
Equal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 3.4% 14.2% 1.8% 5.7% 5.0% 7.1%

Sign up or Login first to get rebalance emails for this portfolio

Asset Allocation Composite: Click here to see this strategy description
Strategic Asset Allocation with Dynamic Risk Adjustment YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click to Create Model Portfolio

Sign up or Login and subscribe to get rebalance emails for this portfolio
*     AR: Annualized Return
**   YTD: Year to Date (not annualized)
*** The above portfolios are of moderate risk, which means that more than 40% of assets are in fixed income funds.


Description(Ticker:LBTYA)
The plan consists of 20 funds. It covers 3 major asset classes and 15 minor asset classes. The major asset classes it covers are Fixed Income, Foreign Equity and US Equity.
--


Register for FREE No Credit Card Required
Or Start FREE 30-day trial now >>
MyPlanIQ Newsletters
Get Started
Search

Members enjoy Free features

  • Customize and follow a diversified strategic allocation portfolio for your 401k, IRA and brokerage investments within minutes
  • Receive monthly or quarterly re-balance emails
  • Enter funds and percentages in your portfolio, see its historical performance and receive ongoing rebalance emails
  • Real time fund ranking and selection for your plans
  • Quality retirement investing newsletter emails
  • Fund ranking and selection for your plans

Tens of thousands of users have signed up!

Join Now (Free)
No Credit Card Required

User names can only consist of alphabetic and
numeric characters.(eg: 0-9a-zA-Z)
I agree to the Terms of use

Login With Facebook:

Get Started Now. It's Free!

Get portfolio suggestions for your
401k plan or brokerage accounts

Powered by MyPlanIQ
You have created an account on MyPlanIQ.com by using this email "", please login MyPlanIQ account or reset your password.