Monday, June 1, 2009

Martin Marietta Materials 401k PSDS Scan 12/31/2008


















Another plan helped by company stock, MLM, with the Balanced portfolio investing 22.1% in the stock. A good 401k plan that according to the SEC 11-k changed the trustee to Wells Fargo as of 5/1/2008. In the scan AGG is the index for the State Street Daily Bond Market Fund. When the company stock 5yr APR is 17% the Balanced portfolio is not even the higest Sharpe ratio portfolio in this design scan. We live in interesting times.

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