Tuesday, November 3, 2009

Genworth Financial 401k (RSP) PSDS Scan 12/31/2008


















This company stock GNW did not have 5yr data as of 12/31/2008 and was not included in the scan. The Balanced portfolio had 78% of the plan in the stable value fund SVF.hpx in the scan. The employee portfolio largest holding was the BGI pension strategy trust fund represented in the scan by FUNDF in the US Governement 401k (TSP) plan. All in all a good plan but company stock as of 11/2/2009 had a 5yr average APR = -14.1% according to Morninstar. The employee portfolio had 2.5% invested in the stock as of 12/31/2008.

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