Monday, July 12, 2010

Altria Group 401k (DPSP) Plan PSDS Scan 12-31-2009



The Altria Group has several companies and the stock in the plan is MO which had a very good 2009. The plan added 3 Vanguard funds VBMFX, VPMCX and VHCOX effective 1-1-2010 and they are in the scan. The Balanced portfolio performance improved a bit over last year and has a 5yr APR = 5.65% with a Sharpe ratio of 1.13. I could not sort out the employee asset allocation this year. There is a lot of MO stock in Master Trust B and the other investments are in Master Trust A.

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