DirecTV 401K Plan
Investment Model Portfolios

DIRECTV provides digital television entertainment in the United States and Latin America. The company was founded in 1990 and is based in El Segundo, California.

Investment options of DirecTV 401K Plan

Total Available Funds: 13
Asset Class Ticker Description
US EQUITY
LARGE GROWTH CSTYX AIM Constellation
LARGE GROWTH LCGYX AIM Large Cap Growth
LARGE VALUE RMFFX American
LARGE GROWTH RGAFX Growth Fund of American
MID-CAP VALUE LAVLX Lord Abbett Mid-Cap Value
LARGE BLEND OYRDX Oppenheimer Rising Dividend
INTERNATIONAL EQUITY
Foreign Large Growth AIIEX AIM International Equity
WORLD STOCK MQIFX Mutual Qualified
Others
Aggressive Allocation CGIIX Calamos Growth
ROOT CASH Federated Prime Obligations
FIXED INCOME
Intermediate-Term Bond FBIDX Fidelity U.S. Bond Index
Multisector Bond IOSAX Oppenheimer Strategic Income
WORLD BOND PFUIX PIMCO Foreign Bond

Investment model portfolios

We provide two types of investment model portfolios for DirecTV 401K 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.

The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
AR inception is since 12/31/2000.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
DirecTV 401K Plan Strategic Asset Allocation - Optimal Moderate NA 22.32% 2.68% 6.37% 5.86% 7.01% 6.03% 5.99%
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%

Tactical Asset Allocation Model Portfolio

The following portfolio is based on the MyPlanIQ Tactical Asset Allocation (TAA) strategy.

The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
AR inception is since 12/31/2000.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
DirecTV 401K Plan Tactical Asset Allocation Moderate NA 19.77% 4.08% 6.39% 4.90% 5.33% 6.03% 6.38%
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%