Tuesday, May 12, 2009

Piper Jaffray 401k (RP) Plan PSDS Scan 12/31/2008

















This is a good plan with the Balanced portfolio in 6 different funds for a change; a SVF fund, RGVEX, PTTRX, PCVAX, REREX, and ODMAX. The employee portfolio did not have a lot invested in company stock, PJC, and had a modest positive return. The First American Stable Asset Select Fund was represented in the scan by SVF.mfs which matches it well.

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