News America (News Corp) 401k Savings Plan
Investment Model Portfolios

This plan is the News Corp (Ticker: NWS, NWSA) 401k Savings Plan. It has Self-Directed Brokerage option for participants.

News Corporation operates as a diversified media company worldwide. Its Cable Network Programming segment engages in producing and licensing programming distributed through cable television systems and direct broadcast satellite operators primarily in the United States, Latin America, Europe, and Asia. News Corp owns Fox News, Dow Jones (Wall Street News and Barron's), along with other major newspaper, TV and film properties. News Corporation was founded in 1922 and is based in New York, New York

Plan investment options

Total Available Funds: 8
Asset Class Ticker Description Rating Expense
INTERNATIONAL EQUITY
Foreign Large Blend SCINX DWS International Fund S 1.21%
WORLD STOCK TGADX Templeton Growth Adv 0.79%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Institutional 0.83%
US EQUITY
MID-CAP VALUE HMVYX Hartford Cap App Y 0.77%
LARGE BLEND FUSEX Spartan US Equity Index 0.09%
SMALL VALUE PVADX Allianz NFJ Small Cap Value Fund Inst 0.89%
US EQUITY NWS-A News Corporation Stock Fund Class B (voting) NA
US EQUITY NWS-A News Corporation Stock Fund Class A (nonvoting) NA
Average Expense Ratio: 0.76%

The following is a moderate-risk model portfolio constructed from the investment options of News America (News Corp) 401k Savings 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



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