Monthly Archive:: August 2009

GENZYME 401k Plan PSDS Scan

This plan was helped by company stock, GENZ, and the Balanced portfolio has 4.4% invested in the stock as of 12/31/2008. The SSgA funds in the plan without 5yr data were represented in the scan by the

Occidental Petroleum 401k (SP) PSDS Scan 12/31/2008

This plan’s performance was great the last 5 years led by company stock OXY. It was nice to see the Balanced portfolio with only 15.2% in the money market fund PYAXX and the employee portfolio with a

News America 401k (SP) Plan PSDS Scan 12/31/2008

This company is a subsidiary of News Corp. and the 401k plan is small. The Balanced portfolio has most of the money in the money market fund FRTXX and nothing in company stock. The employee portfolio has

Northrop Grumman 401k (FSSP) PSDS Scan 06/30/2009

This plan has the best online documentation of any plan with SMA funds and it is updated every quarter. The SEC filing however does not provide employee investment data by fund. The Balanced portfolio has most of

New Jersey Resources 401k (RSP) PSDS Scan 12/31/2008

This plan was helped by company stock, NJR, and in my opinion hurt by the stable value fund’s artificially high Sharpe ratio. WFSVX has a Sharpe ratio over 10 which acts like a money magnet. The so

Newmont Mining 401k (RSP) Plan PSDS Scan 12/31/2008

This plan was hurt by company stock and 2008 like many others. The Balanced portfolio has over 88% invested in just two funds, VMMXX 64.4% and VBMFX 23.9%. The employee portfolio had almost equal amounts in VMMXX

Newport News Shipbuilding 401k PSDS Scan 12/31/2008

Newport News Shipbuilding is a subsidiary of Northrop Grumman and their 401k plan holds that company stock, NOC. The plan Balanced portfolio has a negative Sharpe ratio which I have not seen in over 200 scans. Even

Waddell & Reed Financial 401k (TP) PSDS Scan 12/31/2008

This is an interesting plan. They have no stable value investments but the asset allocation funds and a government securities fund produced a Balanced portfolio with a 5yr APR of 8.24%. The Balanced portfolio has 12 funds

Potash PCS US 401k (SP) Plan PSDS Scan 12/31/2008

This plan was helped by company stock, I think. The stock, POT, has an 5yr APR of 39% and a 5yr STD of 96.5% and still has a positive Sharpe ratio. It is off the chart literally.

Cabot 401k (RSP) Plan PSDS Scan 12/31/2008

This plan Balanced portfolio is invested in the money market fund VMFXX and the bond funds VSGBX and VBMFX. Company stock was the largest employee investment and that hurt their 5yr return APR = -1.75%. The plan