Thursday, May 14, 2009

Applied Materials 401k (ESRP) PSDS Scan 12/31/2008

















This plan had only two investment options with positive 5yr Sharpe ratios, a Mellon stable value fund and LRSYX. The Balanced portfolio has 98.3% invested in the stable value fund represented in the scan by the SVF index. The employees had most of their money invested in company stock, AMAT, as of 12/31/2007 from the latest SEC 11-k report. The emplyee portfolio 5yr APR was negative at -3.69% with a STD 0f 7.14%.

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