Pinnacle West Capital 401k (SP) PSDS Scan 12-31-2009

This plan like most was not helped by company stock PNW and the Balanced portfolio invested 91.5% of the plan in the GIC and the bond fund PTTRX. The employee portfolio invested 15.3% of the portfolio in company stock which still managed to produce a small positive 5yr return APR = 3.07% with a very small positive 5yr Sharpe ratio. The plan could use a few more good equity funds besides AEPGX.