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Buffet Partners L.P. Employees 401(k) Plan
Investment Model Portfolios

Buffet Partners L.P. Employees 401(k) Plan is a defined contribution plan with a profit-sharing component and 401k feature.

Investment options of Buffet Partners L.P. Employees 401(k) Plan

Total Available Funds: 24
Asset Class Ticker Description
Others
ROOT CASH Fidelity Prime Fund
Target Date 2000-2010 FCIFX Fidelity Advisor Freedom 2010 Fund
Target Date 2016-2020 FDIFX Fidelity Advisor Freedom 2020 Fund
Target Date 2026-2030 FEFIX Fidelity Advisor Freedom 2030 Fund
Target Date 2036-2040 FIFFX Fidelity Advisor Freedom 2040 Fund
Retirement Income FIAFX Fidelity Advisor Freedom Income Fund
Target Date 2011-2015 FFVIX Fidelity Advisor Freedom 2015 Fund
Target Date 2021-2025 FITWX Fidelity Advisor Freedom 2025 Fund
Target Date 2031-2035 FITHX Fidelity Advisor Freedom 2035 Fund
FIXED INCOME
High Yield Bond FAHCX Fidelity Advisor High Income Advantage Fund
SHORT GOVERNMENT STABLEVALUE Fidelity Advisor Stable Value Portfolio
Intermediate Government FVIIX Fidelity Advisor Government Income Fund
US EQUITY
LARGE VALUE EQPIX Fidelity Advisor Equity Income Fund
SMALL BLEND FSCIX Fidelity Advisor Small Cap Fund
LARGE GROWTH FINSX Fidelity Advisor New Insights
Mid-Cap Growth FIIMX Fidelity Advisor Mid Cap II Fund
SMALL VALUE HRTVX Heartland Advisors Heartland Value Fund
LARGE BLEND VIDSX Victory Diers Stock Fund
MID-CAP BLEND QVSCX Oppenheimer Funds Small & Mid Cap Value
LARGE VALUE PNEAX Allianz Nfj Dividend Value Fund Class A
LARGE GROWTH RRGSX T.Rowe Price Investment Services Growth Stock Fund
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX Fidelity Advisor Diversified International Fund
FOREIGN SMALL/MID GROWTH FTISX Fidelity Advisor International Small Cap Opportunities Fund Class T
Emerging Market
DIVERSIFIED EMERGING MKTS FTMKX Fidelity Emerging Markets Fund Class T

Investment model portfolios

We provide two types of investment model portfolios for Buffet Partners L.P. Employees 401(k) 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
Buffet Partners L.P. Employees 401(k) Plan Tactical Asset Allocation Moderate NA 19.84% 2.02% 6.15% 4.21% 4.93% 7.55% 8.07%
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

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