Find A Portfolio/Ticker
Comparison Box
MyPlanIQ
401k Investor
The Franklin Templeton New Jersey 529 College Savings Plan
The Franklin Templeton New Jersey 529 College Savings Plan Strategic Asset Allocation - Equal Weight Moderate
The Franklin Templeton New Jersey 529 College Savings Plan Strategic Asset Allocation - Equal Weight Moderate
live (public) 0.09% January 08
Delayed
Holdings (As of 10/31/2024)
sign up and login first and then customize a new portfolio for the latest current holdings
| Asset | Fund in this portfolio | Price change* | Original Fund Description | Percentage |
|---|---|---|---|---|
| International Equity | TEPLX (TEMPLETON GROWTH FUND INC. CLASS A) | 1.48% | Templeton Growth 529 Portfolio | 30.54% |
| US Equity | OGEAX (JPMORGAN EQUITY INDEX FUND CLASS A) | 1.86% | S&P 500 Index 529 Portfolio | 17.30% |
| US Equity | FKGRX (FRANKLIN GROWTH FUND CLASS A) | 2.31% | Franklin Growth 529 Portfolio | 17.79% |
| CASH | CASH (CASH) | 0.0% | Stable Value 529 Portfolio | 34.37% |
* Day change on 10/31/2024.
Previous
Beta
Performance (As of 01/08/2025)
Since 12/31/2000
| Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
|---|---|---|---|---|---|---|
| The Franklin Templeton New Jersey 529 College Savings Plan Strategic Asset Allocation - Equal Weight Moderate | 1.0% | 20.0% | 4.9% | 7.0% | 5.2% | 5.8% |
| VFINX (Vanguard (S&P 500) Index) | 3.3% | 12.9% | 17.3% | 16.4% | 13.1% | 14.0% |
| VBINX (Vanguard Balance (60% stocks/40% bonds) | 3.3% | 10.8% | 9.6% | 8.3% | 8.2% | 9.1% |
* YTD: Year to Date
** AR: Annualized Return
** portfolio AR is delayed
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 15 Yr | 20 Yr | 20 Yr | Since 01/02/2001 |
2024 | 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(%) | -1.3 | 1.0 | 20.0 | 4.9 | 7.0 | 5.2 | 5.8 | 6.2 | 5.2 | 5.4 | 5.1 | 9.2 | 13.9 | -8.2 | 7.1 | 9.5 | 14.5 | -5.4 | 9.1 | 4.1 | -0.5 | 3.2 | 16.5 | 10.3 | -0.8 | 8.3 | 21.0 | -22.8 | 3.9 | 13.3 | 4.6 | 9.1 | 18.2 | -5.6 | 1.2 |
| Sharpe Ratio | NA | 0.1 | 0.47 | 0.06 | 0.34 | 0.38 | NA | NA | NA | NA | 0.43 | 0.32 | 1.31 | -0.77 | 0.8 | 0.61 | 1.87 | -0.74 | 2.13 | 0.46 | -0.06 | 0.45 | 2.6 | 1.43 | -0.06 | 0.95 | 1.73 | -1.44 | 0.14 | 1.93 | 0.59 | 1.83 | 3.42 | -0.72 | -0.19 |
| Draw Down(%) | NA | 0.4 | 5.5 | 14.7 | 18.5 | 18.5 | NA | NA | NA | NA | 34.1 | 5.5 | 6.4 | 14.8 | 4.0 | 18.5 | 4.6 | 12.3 | 2.0 | 7.3 | 8.9 | 6.2 | 4.2 | 6.4 | 13.2 | 7.5 | 14.5 | 30.0 | 5.6 | 4.7 | 3.2 | 4.1 | 5.5 | 13.6 | 9.2 |
| Standard Deviation(%) | NA | 6.6 | 8.0 | 9.5 | 10.7 | 9.3 | NA | NA | NA | NA | 9.0 | 8.0 | 7.4 | 12.4 | 8.8 | 15.1 | 7.0 | 9.1 | 4.0 | 8.5 | 8.8 | 7.1 | 6.3 | 7.2 | 12.5 | 8.6 | 12.0 | 16.5 | 6.8 | 5.2 | 4.1 | 4.5 | 5.1 | 9.3 | 6.0 |
| Treynor Ratio | NA | 0.01 | 0.06 | 0.01 | 0.08 | 0.07 | NA | NA | NA | NA | 0.09 | 0.04 | 0.18 | -0.2 | 0.12 | 0.22 | 0.24 | -0.13 | 0.16 | 0.06 | -0.01 | 0.06 | 0.31 | 0.19 | -0.01 | 0.18 | 0.49 | -0.61 | 0.02 | 0.22 | 0.07 | 0.25 | 0.67 | -0.29 | -0.05 |
| Alpha | NA | 0.08 | -0.02 | -0.01 | -0.01 | -0.01 | NA | NA | NA | NA | 0.0 | -0.03 | 0.0 | 0.0 | -0.03 | 0.0 | 0.0 | -0.01 | 0.0 | -0.01 | 0.0 | -0.01 | 0.0 | 0.01 | -0.01 | 0.01 | 0.04 | -0.04 | 0.0 | 0.02 | 0.01 | 0.02 | 0.04 | 0.0 | 0.01 |
| Beta | NA | 0.47 | 0.6 | 0.51 | 0.47 | 0.49 | NA | NA | NA | NA | 0.42 | 0.61 | 0.53 | 0.48 | 0.58 | 0.42 | 0.54 | 0.52 | 0.52 | 0.6 | 0.54 | 0.56 | 0.54 | 0.53 | 0.52 | 0.45 | 0.42 | 0.39 | 0.4 | 0.46 | 0.34 | 0.32 | 0.26 | 0.23 | 0.23 |
| RSquared | NA | 0.97 | 0.91 | 0.89 | 0.88 | 0.88 | NA | NA | NA | NA | 0.82 | 0.91 | 0.89 | 0.89 | 0.75 | 0.94 | 0.93 | 0.94 | 0.76 | 0.86 | 0.91 | 0.8 | 0.89 | 0.9 | 0.95 | 0.91 | 0.91 | 0.92 | 0.9 | 0.78 | 0.72 | 0.65 | 0.77 | 0.42 | 0.7 |
| Sortino Ratio | NA | 0.19 | 0.65 | 0.09 | 0.45 | 0.52 | NA | NA | NA | NA | 0.59 | 0.44 | 1.94 | -1.07 | 1.1 | 0.8 | 2.66 | -0.93 | 3.41 | 0.61 | -0.08 | 0.6 | 3.81 | 2.2 | -0.08 | 1.36 | 2.51 | -1.86 | 0.18 | 2.98 | 0.86 | 2.64 | 5.34 | -1.05 | -0.25 |
| Yield(%) | N/A | 0.0 | 2.5 | 2.5 | 3.0 | 3.2 | 3.9 | 3.9 | 4.7 | 4.7 | 3.14 | 2.5 | 3.7 | 1.6 | 2.2 | 3.4 | 3.3 | 4.1 | 0.3 | 0.4 | 4.6 | 2.1 | 4.2 | 2.4 | 1.9 | 1.7 | 2.6 | 2.7 | 6.8 | 6.1 | 4.9 | 3.6 | 2.8 | 2.3 | 4.0 |
| Dividend Growth(%) | N/A | -99.0 | -23.9 | 2.1 | 34.6 | 24.4 | N/A | N/A | N/A | N/A | N/A | -23.9 | 115.4 | -22.9 | -30.0 | 18.1 | -22.8 | 1672.8 | -29.1 | -92.0 | 125.6 | -41.9 | 96.3 | 25.8 | 16.0 | -18.3 | -25.4 | -59.2 | 25.6 | 31.5 | 50.2 | 51.0 | 13.1 | -41.0 | 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 2 major asset classes: US Equity, Foreign Equity
that are covered in The Franklin Templeton New Jersey 529 College Savings Plan. It then selects one or two funds for each of the 2 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 7 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.
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>