Tuesday, February 23, 2010

State of Utah 401k (URS) Plan PSDS Scan 12-31-2009





This plan consists of 11 SMA funds and a group annuity. The scan included the 11 funds which are well documented for participants at http://www.urs.org/. The Balanced portfolio invested 67% of the plan in the income fund UTINF in the scan and 19% in the bond fund UTBDF in the scan. No information on participant asset allocation was available. My only suggestion would be to add a few sector funds for better diversification.

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