Tuesday, July 20, 2010

Travelers 401k (SP) PSDS Scan 12-31-2009



The Travelers Plan Balanced portfolio has improved over last year with 7.3% of the portfolio in company stock TRV and the portfolio now has investments in 12 options. The employee portfolio has 12.1% invested in company stock with a positive 5yr APR = 3.51% and a positive Sharpe ratio = 0.18. Other than 2009 market changes the plan is about the same as last year.

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