JetBlue Airways Brokerage Retirement Plan
Investment Model Portfolios

This plan is available to all JetBlue Employees who have opened a Tradelink account.  This plan is comprised of TRowe price funds and has a overall rating of Great.

Investment options of JetBlue Airways Brokerage Retirement Plan

Total Available Funds: 58
Asset Class Ticker Description
Others
Health PRHSX PRHSX
Financial PRISX PRISX
Technology PRGTX PRGTX
Communications PRMTX PRMTX
Technology PRSCX PRSCX
Aggressive Allocation TRSGX TRSGX
Moderate Allocation RPBAX RPBAX
World Allocation RPGAX RPGAX
Moderate Allocation TRPBX TRPBX
Conservative Allocation PRSIX PRSIX
Natural Resources PRNEX PRNEX
ROOT CASH CASH
US EQUITY
Small Growth PRDSX PRDSX
Mid-Cap Growth PRDMX PRDMX
LARGE GROWTH TRBCX TRBCX
LARGE GROWTH PRWAX PRWAX
LARGE BLEND TRULX TRULX
MID-CAP BLEND PEXMX PEXMX
LARGE BLEND PRCOX PRCOX
LARGE GROWTH PRSGX PRSGX
LARGE VALUE TRVLX TRVLX
LARGE BLEND POMIX POMIX
LARGE BLEND PRDGX PRDGX
LARGE BLEND PREIX PREIX
LARGE GROWTH PRGIX PRGIX
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH PRIDX PRIDX
JAPAN STOCK PRJPX PRJPX
WORLD STOCK PRGSX PRGSX
WORLD STOCK RPGEX RPGEX
Foreign Large Growth PRITX PRITX
Foreign Large Blend PSILX PSILX
EUROPE STOCK PRESX PRESX
Foreign Large Blend TROSX TROSX
PACIFIC/ASIA EX-JAPAN STK PRASX PRASX
Foreign Large Value TRIGX TRIGX
Miscellaneous Region TRAMX TRAMX
Foreign Large Blend PIEQX PIEQX
WORLD STOCK PRAFX PRAFX
Miscellaneous Region TREMX TREMX
FIXED INCOME
Bank Loan PRFRX PRFRX
High Yield Bond PRHYX PRHYX
Emerging Markets Bond TRECX TRECX
ULTRASHORT BOND TRBUX TRBUX
Intermediate Government PRTIX PRTIX
Multisector Bond PRSNX PRSNX
Intermediate-Term Bond PBDIX PBDIX
Intermediate-Term Bond PRCIX PRCIX
Multisector Bond RPSIX RPSIX
Emerging Markets Bond PREMX PREMX
Long-Term Bond PRPIX PRPIX
Inflation-Protected Bond PRIPX PRIPX
LONG GOVERNMENT PRULX PRULX
WORLD BOND RPIBX RPIBX
Emerging Markets Bond PRELX PRELX
Emerging Market
DIVERSIFIED EMERGING MKTS PRMSX PRMSX
Latin America Stock PRLAX PRLAX
REAL ESTATE
Global Real Estate TRGRX TRGRX
REAL ESTATE TRREX TRREX

Investment model portfolios

We provide two types of investment model portfolios for JetBlue Airways Brokerage Retirement 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.

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
JetBlue Airways Brokerage Retirement Plan Strategic Asset Allocation – Optimal Moderate NA 21.61% 3.52% 6.87% 5.78% 6.82% 6.59%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 37.82% 8.86% 15.20% 12.89% 14.04% 10.46%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 22.89% 2.25% 6.63% 6.01% 7.19% 6.10%
Data as of 10/31/2024, Common starting date is 12/31/2000

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 Common Inception
JetBlue Airways Brokerage Retirement Plan Tactical Asset Allocation Moderate NA 15.27% 1.23% 5.76% 4.55% 5.65% 7.90%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 37.82% 8.86% 15.20% 12.89% 14.04% 10.46%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 22.89% 2.25% 6.63% 6.01% 7.19% 6.10%
Data as of 10/31/2024, Common starting date is 12/31/2000