MyPlanIQ 401k Investor THE NEW YORK TIMES COMPANIES SUPPLEMENTAL RETIREMENT AND INVESTMENT PLAN

THE NEW YORK TIMES COMPANIES SUPPLEMENTAL RETIREMENT AND INVESTMENT PLAN Investment Model Portfolios

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THE NEW YORK TIMES COMPANIES SUPPLEMENTAL RETIREMENT AND INVESTMENT PLAN
Investment Options
Total Available Funds: 23
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS TEEMX Templeton Emerging Markets
INTERNATIONAL EQUITY
Foreign Large Value DODFX Dodge & Cox Stock Fund
Foreign Large Blend VWIGX Vanguard Int’l Growth Fund Investment
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045
Retirement Income VTINX Vanguard Target Retirement Income
US EQUITY
LARGE BLEND VFINX Vanguard 500 Index Investment
LARGE GROWTH VHCOX Vanguard Capital Opportunity
LARGE GROWTH PNOYX Putnam New Opportunities
Total Available Funds: 23
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS TEEMX Templeton Emerging Markets
INTERNATIONAL EQUITY
Foreign Large Value DODFX Dodge & Cox Stock Fund
Foreign Large Blend VWIGX Vanguard Int’l Growth Fund Investment
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045
Retirement Income VTINX Vanguard Target Retirement Income
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035
Target Date 2050+ VFIFX Vanguard Target Retirement 2050
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040
Target Date 2016-2020 VTWNX Vanguard Target Retirement 2020
ROOT CASH Money market substitute
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015
Target Date 2000-2010 VTENX Vanguard Target Retirement 2010
Target Date 2000-2010 VTOVX Vanguard Target Retirement 2005
ROOT CASH Vanguard Prime Money Market
Moderate Allocation VAARX Vanguard Asset Allocation Investment
US EQUITY
LARGE BLEND VFINX Vanguard 500 Index Investment
LARGE GROWTH VHCOX Vanguard Capital Opportunity
LARGE GROWTH PNOYX Putnam New Opportunities
SMALL BLEND LRSCX Lord Abbett Small Cap Value Fund
LARGE BLEND REASX Russell Equity I Fund
FIXED INCOME
Intermediate-Term Bond DODIX Dodge and Cox Income Fund
Total Available Funds: 23
  • R*: Redemption (Minimum months to hold).
  • RT: Round Trip (number of times allowed to buy/sell in trailing 12 months).
  • WP: Waiting Period (minimum months to wait before buy again).
  • M*:Mark (p: proxy, n: not used).
Asset Class Ticker Description Rating R* RT WP Expense Yield
Emerging Market
DIVERSIFIED EMERGING MKTS TEEMX Templeton Emerging Markets 0% 3 60 0 1.25% 1.06%
INTERNATIONAL EQUITY
Foreign Large Value DODFX Dodge & Cox Stock Fund 99% 3 60 0 0.52% 2.35%
Foreign Large Blend VWIGX Vanguard Int’l Growth Fund Investment 82% 3 60 0 0.45% 1.87%
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 97% 3 60 0 0.08% 3.98%
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 97% 3 60 0 0.08% 2.34%
Retirement Income VTINX Vanguard Target Retirement Income 97% 3 60 0 0.08% 3.47%
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035 96% 3 60 0 0.08% 2.53%
Target Date 2050+ VFIFX Vanguard Target Retirement 2050 75% 3 60 0 0.08% 2.28%
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030 70% 3 60 0 0.08% 2.64%
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040 69% 3 60 0 0.08% 2.44%
Target Date 2016-2020 VTWNX Vanguard Target Retirement 2020 66% 3 60 0 0.08% 6.07%
ROOT CASH Money market substitute 0% 1 60 0 NA 5.51%
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015 0% 3 60 0 0.08% 14.95%
Target Date 2000-2010 VTENX Vanguard Target Retirement 2010 0% 3 60 0 0.17% 7.48%
Target Date 2000-2010 VTOVX Vanguard Target Retirement 2005 0% 3 60 0 NA 2.94%
ROOT CASH Vanguard Prime Money Market 0% 3 60 0 NA 5.51%
Moderate Allocation VAARX Vanguard Asset Allocation Investment 0% 3 60 0 NA 1.84%
US EQUITY
LARGE BLEND VFINX Vanguard 500 Index Investment 97% 3 60 0 0.14% 1.5%
LARGE GROWTH VHCOX Vanguard Capital Opportunity 91% 3 60 0 0.43% 2.42%
LARGE GROWTH PNOYX Putnam New Opportunities 76% 3 60 0 0.99% 2.89%
SMALL BLEND LRSCX Lord Abbett Small Cap Value Fund 48% 3 60 0 1.48% 0.13%
LARGE BLEND REASX Russell Equity I Fund 0% 3 60 0 0.78% 10.22%
FIXED INCOME
Intermediate-Term Bond DODIX Dodge and Cox Income Fund 87% 3 60 0 0.33% 4.26%
Average Expense Ratio: 0.38%
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* If you find the above investment options have changed, please email us the latest change or directly Modify Investment Options after you login
Model Portfolios
Strategic Asset Allocation - Equal Weight: Click here to see this strategy description
Equal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow -3.4% -8.5% 4.3% 2.3% 7.1% 5.9%

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Strategic Asset Allocation - Optimal: Click here to see this strategy description
Optimal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow -1.4% -7.1% 5.3% 3.6% 8.5% 6.7%

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Tactical Asset Allocation: Click here to see this strategy description
Dynamic Asset Switching YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 12.2% 15.0% 6.1% 8.3% 9.1% 11.9%

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Asset Allocation Composite: Click here to see this strategy description
Strategic Asset Allocation with Dynamic Risk Adjustment YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 10.8% 14.3% 2.0% 5.3% 5.9% 7.4%

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*     AR: Annualized Return
**   YTD: Year to Date (not annualized)
*** The above portfolios are of moderate risk, which means that more than 40% of assets are in fixed income funds.


Description(Ticker:NYT)
The plan consists of 23 funds. It covers 4 major asset classes and 18 minor asset classes. The major asset classes it covers are Fixed Income, Foreign Equity, US Equity and Emerging Market Equity.


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