Thursday, April 30, 2009

Bank of New York Mellon 401k Plan PSDS Scan 12/31/2008


















The Bank of New York Mellon plan has 3o investment options including company stock, BK. The employees have a conservative portfolio that has a positive 5yr APR but only 1.42%. The Balanced portfolio is invested in the 5 options with positive 5yr Sharpe ratios; CWGIX, DFEVX, NBGNX, PFGAX and PTTRX. I was surprised the Mellon stable value fund was not an option.

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