Tuesday, July 27, 2010

Alliant Energy 401k (SP) Plan PSDS Scan 12-31-2009



The Alliant Energy plan was helped again this year by company stock LNT and the Balanced portfolio invested 4.1% of the plan in the stock. That portfolio has a 5yr APR = 7.27% with a positive Sharpe ratio of 0.90. The employee portfolio invested 14.2% of their money in company stock. This year the emerging markets proxy is SSEMX a fund from State Street an affiliate of the trustee JP Morgan. The government and agency securities are represented by FGOVX.

No comments: