Monday, September 20, 2010

Flowers Foods 401k (RSP) PSDS Scan 12-31-2009



This is a small plan but a quite good plan helped by company stock FLO. The Balanced portfolio invested 17.1% of the plan in the stock and the employee portfolio had 17.0% invested in the stock. I found that interesting. The plan trustee is Putnam and their stable value fund SVF.put in the scan was the largest holding in the Balanced portfolio which had a 5yr APR = 6.53% with a Sharpe ratio of 1.15 and low volatility STD = 3.41%.

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