Wednesday, April 29, 2009

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


















The Apache plan is invested heavily in company stock, APA, which like COP has done well but is very volatile, 5yr APR = 13.68% and STD = 35.85%. The Balanced portfolio has most of the plan money invested in FRTXX the money market fund. The employee portfolio 5yr return is APR = 7.41%, STD = 18.19% and PSR = 0.25. All in all one of the best 5yr returns for a plan.

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