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TIME WARNER SAVINGS PLAN
Investment Model Portfolios

Investment options of TIME WARNER SAVINGS PLAN

Total Available Funds: 15
Asset Class Ticker Description
FIXED INCOME
Intermediate-Term Bond AGG AGGRESSIVE FUND
FIXED INCOME VBMFX BOND INDEX
Intermediate-Term Bond VFICX DIVERSIFIED BOND
Others
not found no ticker CAPITAL PRESERVATION
Conservative Allocation VWINX CONSERVATIVE FUND
Moderate Allocation VAAPX MODERATE FUND
ROOT TWX TIME WARNER INC.
Emerging Market
DIVERSIFIED EMERGING MKTS DFCEX DFA EMRG MKT CORE EQ
US EQUITY
LARGE VALUE DODGX DODGE & COX STOCK
LARGE GROWTH VWUSX GROWTH FUND
LARGE GROWTH BSLGX LARGECAP CORE GROWTH
SMALL BLEND NAESX SMALL CAP BLEND
US Small Cap NAESX SMALL CAP INDEX
INTERNATIONAL EQUITY
Foreign Large Blend FTIEX INTERNATIONAL EQUITY
Foreign Large Blend VGTSX INTERNATIONAL INDEX

Investment model portfolios

We provide two types of investment model portfolios for TIME WARNER SAVINGS 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.

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
TIME WARNER SAVINGS PLAN Strategic Asset Allocation - Optimal Moderate NA -1.53% 2.65% 4.57% 8.08% 6.74% NA 7.09%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 6.50% 10.56% 10.56% 13.82% 8.70% 5.79% 6.77%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 4.34% 5.64% 5.46% 7.47% 5.63% 5.00% 5.38%
Data as of 06/30/2020, AR inception is 12/31/2000

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
TIME WARNER SAVINGS PLAN Tactical Asset Allocation Moderate NA 4.92% 2.59% 2.66% 5.87% 9.03% NA 8.56%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 0.70% 8.81% 8.96% 11.53% 8.42% 5.40% 6.40%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 0.54% 4.36% 4.04% 6.13% 5.45% 4.76% 5.08%
Data as of 04/30/2020, AR inception is 12/31/2000