Friday, April 9, 2010

Kansas City Southern 401k (GWRU) Plan PSDS Scan 12-31-2009




This plan was helped by company stock KSU and the Balanced portfolio invested 5.9% of the plan in the stock. The employee portfolio had only 1.4% in the stock which is unusal given the 5yr Sharpe ratio of the stock is slightly higher than that of the employee portfolio. All in all a good plan that is small but diversified.

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