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

Plan investment options

Total Available Funds: 23
Asset Class Ticker Description Rating Expense
Emerging Market
DIVERSIFIED EMERGING MKTS TEEMX Templeton Emerging Markets 1.25%
INTERNATIONAL EQUITY
Foreign Large Value DODFX Dodge & Cox Stock Fund 0.52%
Foreign Large Blend VWIGX Vanguard Int’l Growth Fund Investment 0.45%
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 0.08%
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 0.08%
Retirement Income VTINX Vanguard Target Retirement Income 0.08%
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035 0.08%
Target Date 2050+ VFIFX Vanguard Target Retirement 2050 0.08%
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040 0.08%
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030 0.08%
Target Date 2016-2020 VTWNX Vanguard Target Retirement 2020 0.08%
ROOT CASH Money market substitute NA
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015 0.08%
Target Date 2000-2010 VTENX Vanguard Target Retirement 2010 0.17%
Target Date 2000-2010 VTOVX Vanguard Target Retirement 2005 NA
ROOT CASH Vanguard Prime Money Market NA
Moderate Allocation VAARX Vanguard Asset Allocation Investment NA
US EQUITY
LARGE BLEND VFINX Vanguard 500 Index Investment 0.14%
LARGE GROWTH VHCOX Vanguard Capital Opportunity 0.43%
LARGE GROWTH PNOYX Putnam New Opportunities 0.99%
SMALL BLEND LRSCX Lord Abbett Small Cap Value Fund 1.48%
LARGE BLEND REASX Russell Equity I Fund 0.78%
FIXED INCOME
Intermediate-Term Bond DODIX Dodge and Cox Income Fund 0.33%
Average Expense Ratio: 0.38%

The following is a moderate-risk model portfolio constructed from the investment options of THE NEW YORK TIMES COMPANIES SUPPLEMENTAL RETIREMENT AND INVESTMENT PLAN.

This portfolio is proactively monitored and rebalanced on a monthly basis when needed, ensuring it remains in line with its target allocation. We offer customization features, allowing subscribers to tailor the portfolio to align with their own risk tolerance and return expectations by changing risk profile parameter.

Our model portfolio is rooted in the MyPlanIQ Asset Allocation Composite (AAC) strategy. This dynamic (tactical) asset allocation and quantitative fund selection algorithm prioritize risk management by dynamically adjusting stock allocations based on prevailing asset momentum. Extensive research has shown that this momentum-based tactical approach can potentially reduce temporary losses while maintaining or outperforming traditional buy-and-hold strategies.

Both historical back test and real-time portfolio return and risk data are shown in the table on this page. These metrics are compared with stock and moderate allocation index funds.

Furthermore, subscribers have the option to explore alternative strategies such as Strategic Asset Allocation Optimal (SAA) and Tactical Asset Allocation (TAA) to further customize their model portfolio. See our investment methodology for more details on the investment strategies


Retirement Plan (401(k)) Info for THE NEW YORK TIMES COMPANIES SUPPLEMENTAL RETIREMENT AND INVESTMENT PLAN

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Puzzled on what to invest?

  • We ask a few questions to decide your personal return and risk expectations
  • We build a custom portfolio for your plan (401(k), 403(b), 529 ...) or for a  brokerage account
  • We monitor and send timely rebalance emails on what investment funds to buy and sell
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