Tuesday, August 3, 2010

Union Pacific Fruit Express 401k (RTP) Scan 12-31-2009



This company is a subsidiary of Union Pacific and all four Union Pacific Retirement Thrift Plans have the same trustee Vanguard and the same investment options. The Balanced portfolio in this design scan invested 8% of the plan in company stock UPN which has a 5yr APR = 15.46% and a positive Sharpe ratio of 0.525. The employee portfolio invested 14.2% of the plan in company stock. The Union Pacific Fixed Income Fund is a GIC represented by the index GIC.ekx in the scan. I worked my way through school loading PFE railway cars each summer over 50 years ago.

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