Monday, November 9, 2009

Spectra Energy 401k (RSP) Plan PSDS Scan 12/31/2008

















This company stock does not have 5yr data but it does own DUK as well as SE stock in the plan and a composite was used in the scan. The Balanced portfolio had 83.1% of the plan in PTTRX and 16.9% in the SSgA conservative balanced portfolio SMA fund. The employee portfolio had over 60% their money in company stock as of 12/31/2008 which delivered a small negative 5yr return.

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