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LIBERTY GLOBAL 401(K) SAVINGS PLAN
Investment Model Portfolios

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Investment options of LIBERTY GLOBAL 401(K) SAVINGS PLAN

Total Available Funds: 20
Asset Class Ticker Description
Others
ROOT CASH Fidelity rtmt Money Mkt Account Money market fund
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 Mutual fund
Target Date 2000-2010 FFFCX Fidelity Freedom 2010 Mutual fund
Target Date 2036-2040 FFFFX Fidelity Freedom 2040 Mutual fund
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 Mutual fund
Target Date 2050+ FFFHX Fidelity Freedom 2050 Mutual fund
ROOT CASH AIM Short Term Liquid Asset Money market fund
Retirement Income FFFAX Fidelity Freedom Income Mutual fund
Target Date 2000-2010 FFFBX Fidelity Freedom 2000 Mutual fund
FIXED INCOME
Intermediate-Term Bond PTTDX Pacific Investment Management Company Total Return D Mutual fund
Intermediate-Term Bond DODIX Dodge & Cox Stock Mutual fund
High Yield Bond PHYAX Pacific Investment Management Company High Yield Administrative Mutual fund
INTERNATIONAL EQUITY
Foreign Large Blend TIVRX Thornburg International Value R5 Mutual fund
Foreign Large Blend FSIIX Fidelity Spartan International Index Mutual fund
US EQUITY
Mid-Cap Growth BGRFX Baron Growth Mutual fund
LARGE GROWTH RGAEX American Funds Growth Fund of Amer R4 Mutual fund
SMALL VALUE PSVIX Allianz NFJ Small Cap Value Institutional Mutual fund
LARGE BLEND FUSEX Fidelity Spartan U.S. Equity Index Mutual fund
LARGE BLEND NYVTX Davis NY Venture A Mutual fund
MID-CAP BLEND FLPSX Fidelity Low-Priced Stock Mutual fund

Investment model portfolios

We provide two types of investment model portfolios for LIBERTY GLOBAL 401(K) SAVINGS 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
LIBERTY GLOBAL 401(K) SAVINGS PLAN Tactical Asset Allocation Moderate NA 18.64% 0.33% 3.43% 2.79% 4.23% 5.41% 6.56%
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