Tuesday, May 19, 2009

Eaton 401k (ESP) Plan PSDS Scan 12/31/2008


















The plan has few options and the employees as of 12/31/2007 had most of their money in company stock, ETN, which was down -46.7% in 2008. The Balanced portfolio by rule is invested only in options with a positive 5yr Sharpe ratio. That was just the money market fund and 100% of the Balanced portfolio is there. The scan covered investments that were more than 5% of the Master Trust.

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