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CINCINNATI BELL INC. SAVINGS AND SECURITY PLAN
Investment Model Portfolios

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Investment options of CINCINNATI BELL INC. SAVINGS AND SECURITY PLAN

Total Available Funds: 22
Asset Class Ticker Description
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds EuroPacific Growth Fund
Foreign Large Blend FIGRX Fidelity International Discovery Fund
Others
EQUITY CBB Cincinnati Bell Inc. Common Stock Fund
unknown unknown Fidelity Managed Income Portfolio II Fund
Moderate Allocation VBINX Vanguard Balanced Index Fund
Target Date 2000-2010 VTENX Vanguard Target Retirement 2010 Fund
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015 Fund
Target Date 2016-2020 VTWNX Vanguard Target Retirement 2020 Fund
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Fund
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030 Fund
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035 Fund
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040 Fund
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Fund
Target Date 2050+ VFIFX Vanguard Target Retirement 2050 Fund
Retirement Income VTINX Vanguard Target Retirement Income Fund
US EQUITY
LARGE GROWTH FDGRX Fidelity Growth Company Fund
Mid-Cap Growth FMCSX Fidelity Mid-Cap Stock Fund
LARGE BLEND FUSEX Fidelity U.S. Equity Index Commingled Pool Fund*
Small Growth LKSCX LKCM Small Cap Equity Fund
MID-CAP VALUE VMVIX Vanguard Mid-Cap Value Index Fund
LARGE VALUE VWNFX Vanguard Windsor II Fund
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Fund

Investment model portfolios

We provide two types of investment model portfolios for CINCINNATI BELL INC. SAVINGS AND SECURITY 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
CINCINNATI BELL INC. SAVINGS AND SECURITY PLAN Tactical Asset Allocation Moderate NA 24.57% 0.15% 4.30% 3.81% 5.33% 6.06% 6.55%
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

Retirement Plan (401(k)) Info for CINCINNATI BELL INC. SAVINGS AND SECURITY PLAN

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