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BLOCKBUSTER INVESTMENT PLAN
Investment Model Portfolios

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Investment options of BLOCKBUSTER INVESTMENT PLAN

Total Available Funds: 15
Asset Class Ticker Description
US EQUITY
LARGE VALUE PNERX Allianz NFJ Dividend Value Fund
LARGE GROWTH RGAFX American Funds Growth Fund of Amer
LARGE BLEND NYVRX Davis NY Venture Fund
SMALL BLEND SCOSX Oppenheimer Main Street Small Cap Growth Fund
LARGE BLEND VTSMX Vanguard Total Stock Mkt Index Fund
LARGE BLEND VFINX Putnam S P 500 Index Fund
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds EuroPacific Growth Fund
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return Fund
SHORT GOVERNMENT STABLEVALUE Putnam Stable Value Fund
Others
Target Date 2000-2010 PTAPX Principal Lifetime 2010 Fund
Target Date 2016-2020 PTBPX Principal Lifetime 2020 Fund
Target Date 2026-2030 PTCPX Principal Lifetime 2030 Fund
Target Date 2036-2040 PTDPX Principal Lifetime 2040 Fund
Target Date 2050+ PTEFX Principal Lifetime 2050 Fund
Retirement Income PLSPX Principal Lifetime Strategic Income Fund

Investment model portfolios

We provide two types of investment model portfolios for BLOCKBUSTER INVESTMENT 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
BLOCKBUSTER INVESTMENT PLAN Tactical Asset Allocation Moderate NA 33.54% 12.01% 10.35% 7.16% 6.51% 6.78% 7.01%
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