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News America (News Corp) 401k Savings Plan
News America (News Corp) 401k Savings Plan Strategic Asset Allocation - Equal Weight Moderate
News America (News Corp) 401k Savings Plan Strategic Asset Allocation - Equal Weight Moderate
live (public) 0.14% January 30
Delayed
Holdings (As of 11/30/2023)
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Asset | Fund in this portfolio | Price change* | Original Fund Description | Percentage |
---|---|---|---|---|
CASH | CASH (CASH) | 0.0% | CASH | 0.01% |
International Equity | SCINX (DEUTSCHE CROCI INTERNATIONAL FUND CLASS S) | 0.15% | DWS International Fund S | 30.08% |
General Bond | PTTRX (TOTAL RETURN FUND INSTITUTIONAL) | 0.36% | PIMCO Total Return Institutional | 39.36% |
US Equity | PVADX (ALLIANZGI NFJ SMALL-CAP VALUE FUND ADMINISTRATIVE) | 0.33% | Allianz NFJ Small Cap Value Fund Inst | 15.55% |
US Equity | FDGRX (FIDELITY GROWTH COMPANY FUND FIDELITY GROWTH COMPANY FUND) | 0.10% | FIDELITY GROWTH COMPANY FUND FIDELITY GROWTH COMPANY FUND | 15.00% |
* Day change on 11/30/2023.
Beta
Performance (As of 01/30/2024)
Since 12/31/2000
Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
---|---|---|---|---|---|---|
News America (News Corp) 401k Savings Plan Strategic Asset Allocation - Equal Weight Moderate | 1.0% | 13.3% | 6.3% | 10.7% | 6.4% | 8.5% |
VFINX (Vanguard (S&P 500) Index) | 5.6% | 22.1% | 7.5% | 13.0% | 12.3% | 14.4% |
VBINX (Vanguard Balance (60% stocks/40% bonds) | 1.8% | 12.7% | 2.1% | 7.4% | 7.6% | 9.5% |
* YTD: Year to Date
** AR: Annualized Return
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/02/2001 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.0 | 1.0 | 13.3 | 6.3 | 10.7 | 6.4 | 8.5 | 6.6 | 6.9 | 16.8 | -7.8 | 15.0 | 19.6 | 16.1 | -5.4 | 9.6 | 5.3 | -1.9 | -1.3 | 14.8 | 12.3 | 1.0 | 12.2 | 21.5 | -21.1 | 9.8 | 10.7 | 6.8 | 9.5 | 17.2 | 1.7 | 6.7 |
Sharpe Ratio | NA | 0.09 | 1.02 | 0.42 | 0.8 | 0.55 | NA | NA | 0.61 | 1.42 | -0.71 | 1.68 | 1.16 | 1.99 | -0.78 | 2.07 | 0.57 | -0.21 | -0.17 | 2.28 | 2.11 | 0.09 | 1.48 | 1.43 | -1.16 | 0.76 | 1.0 | 0.88 | 1.35 | 2.93 | 0.09 | 0.74 |
Draw Down(%) | NA | 1.6 | 7.9 | 15.3 | 21.5 | 21.5 | NA | NA | 35.0 | 7.9 | 15.3 | 5.3 | 21.5 | 3.8 | 11.8 | 1.9 | 8.7 | 11.8 | 9.0 | 5.8 | 4.9 | 11.2 | 6.5 | 17.6 | 31.9 | 5.5 | 8.5 | 3.8 | 5.9 | 4.6 | 9.5 | 6.4 |
Standard Deviation(%) | NA | 7.7 | 8.8 | 10.4 | 11.5 | 9.9 | NA | NA | 9.6 | 8.8 | 12.9 | 8.9 | 16.7 | 7.4 | 8.6 | 4.3 | 8.9 | 9.3 | 7.3 | 6.5 | 5.8 | 10.7 | 8.2 | 15.0 | 19.0 | 8.9 | 7.5 | 5.2 | 6.3 | 5.6 | 6.6 | 5.9 |
Treynor Ratio | NA | 0.06 | 2.52 | 7.23 | -1.5 | 4.57 | NA | NA | 0.22 | 6.48 | -118.0 | -6.35 | -1.59 | 28.08 | -0.16 | 0.17 | 1.19 | -0.23 | -0.27 | 0.28 | 0.29 | 0.02 | 0.29 | 0.41 | -0.52 | 0.13 | 0.11 | 0.11 | 0.18 | 0.59 | 0.03 | 0.2 |
Alpha | NA | 0.02 | 0.03 | 0.02 | 0.04 | 0.02 | NA | NA | 0.02 | 0.05 | -0.03 | 0.06 | 0.08 | 0.05 | -0.02 | 0.0 | 0.02 | -0.01 | -0.01 | 0.0 | 0.02 | 0.0 | 0.02 | 0.03 | -0.02 | 0.02 | 0.0 | 0.02 | 0.02 | 0.03 | 0.02 | 0.03 |
Beta | NA | 0.11 | 0.04 | 0.01 | -0.06 | 0.01 | NA | NA | 0.26 | 0.02 | 0.0 | -0.02 | -0.12 | 0.01 | 0.41 | 0.52 | 0.04 | 0.08 | 0.05 | 0.52 | 0.42 | 0.44 | 0.42 | 0.53 | 0.43 | 0.52 | 0.67 | 0.42 | 0.47 | 0.28 | 0.22 | 0.22 |
RSquared | NA | 0.02 | 0.0 | 0.0 | 0.01 | 0.0 | NA | NA | 0.28 | 0.0 | 0.0 | 0.0 | 0.06 | 0.0 | 0.66 | 0.66 | 0.0 | 0.02 | 0.01 | 0.8 | 0.85 | 0.91 | 0.87 | 0.92 | 0.85 | 0.86 | 0.8 | 0.68 | 0.69 | 0.73 | 0.76 | 0.61 |
Sortino Ratio | NA | 0.14 | 1.55 | 0.6 | 1.1 | 0.75 | NA | NA | 0.84 | 2.19 | -0.98 | 2.42 | 1.51 | 2.87 | -0.99 | 3.17 | 0.76 | -0.28 | -0.24 | 3.31 | 3.36 | 0.12 | 2.14 | 2.05 | -1.53 | 1.06 | 1.48 | 1.35 | 1.91 | 4.55 | 0.12 | 1.04 |
Yield(%) | N/A | 0.0 | 2.77 | 3.04 | 3.6 | 3.49 | N/A | N/A | 3.95 | 2.97 | 2.83 | 3.52 | 6.1 | 3.01 | 4.91 | 0.49 | 1.95 | 4.28 | 5.27 | 3.29 | 4.17 | 3.45 | 4.26 | 3.97 | 5.81 | 3.69 | 4.97 | 3.8 | 4.98 | 3.47 | 4.44 | 5.23 |
Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/31/2000
Portfolio Description
This model portfolio uses Strategic Asset Allocation - Equal Weight
. The allocations are diversified by investing in the 3 major asset classes: US Equity, Fixed Income, Foreign Equity
that are covered in News America (News Corp) 401k Savings Plan. It then selects one or two funds for each of the 3 major asset classes.
1.Risk allocation: the risk profile of this portfolio 40.
The total allocation of the fixed income assets should be at least 40%.
2.Asset weights: risk assets selected are equally weighted by
default.
3.Fund selection: about one or two top performing funds among 8 available funds in the plan are chosen for each asset selected. They are usually equally weighted within
the asset by default.
4.Rebalance frequency: the portfolio is reviewed by the strategy program monthly
and the above steps are repeated. Asset weights are rebalanced back to target allocation if it is necessary.
5.
Simulation: Performance data before this portfolio went public are obtained from historical simulation. They are hypothetical.