Monthly Archive:: October 2008

Genetech 401k Plan PSDS Scan 9/30/2008

The number of funds with positive correlationsis small as 9/30/2008 Bear market data has aa noticable effect on all 401k plans now. The funds in the scan were FMAGX, FDGRX, FBALX, FDIVX, FFFAX,FFFFX, FSLCX, PTTRX, CFIMX, NBGEX,DSEFX,

Morningstar 401k Plan PSDS Scan 9/30/2008

Bear market performance is just that.Only 6 of the funds have a positive 3yrcorrelation with portfolio PSR The 16 funds in the scan were BRWIX, DSEFX, FLPSX, GABAX, HACAX,MPEGX, MSUSX, OAKLX, PHIYX, PTTRX,SLASX< OTCFX, TEDMX, VHINX, VWIGX,VASGX

Butler International 401k PSDS Scan 9/30/2008

The 17 funds in the scan were, PBQAX, PSIFX, PJRAX, GCMAX, SHGCX,BBLAX, PGNAX, QUASX, MEMAX, PTTAX,IUAAX, FASPX, FAGOX, AGTHX, TEMFX,DCVIX, NMIRX NMIRX is a proxy for a stable value fund

Bear Market Comparisons Year to Date 10/15/2008

So how is my IRA doing compared to the usual indicesand to Berkshire Hathaway in this Bear Market. Not sobad in comparison but like most other portfolios I amdown a lot more than I expected when the

Citigroup 401k PSDS Scan 8/31/2008

A scan using the correlation data to scanjust the Top Ten funds is interesting. Thefull 401k plan was scanned first. The correlation bar chart has labelsfor only every other fund to keep itlegible. The data are all

Wells Fargo (PBS) 401k PSDS Scan 8/31/2008

The 12 funds in the scan were, AWSHX, CABIX, CSGIX, ABALX, AEPGX,AGTHX, AIBAX, AIVSX, AMCPX, AMECX,ANCFX, ANWPX The Prosperity Bankshares Inc. holdings includemoney market and bank interest bearing accounts.

Arvinmeritor 401k (SP) PSDS Scan 8/31/2008

Fund correlations with scan portfolios PSR The funds in the scan were ABVAX, GCIIX, LSBAX, PDMIX, VINIX,RPMGX, PRGIX, PRGFX, TRRAX, TRRIX,NMIRX NMIRX is a proxy for a stable value fund

PACCAR 401k Plan PSDS Scan 8/31/2008

The fund correlations with scan portfolios PSR The funds in the scan were FCNTX, FASGX, FASMX, FASIX, FFFAX,PTTRX, INLDX, FLMVX