Monday, January 10, 2011

HewittEnnisKnupp 401k Index PSDS Scan 12-31-2009



Hewitt acquired Ennis Knupp 9-2-2010 and the Hewitt 401k Index became the HewittEnnisKnupp 401k Index. In this scan the catagory funds often seen last year were updated and in the case of Specialty/Sector I thought PRPFX best fit the catagory for retirees.

GIC.ekx GIC/Stable
FUSEX Large US Equity
VTXVX Lifestyle
PTTRX Bond
AEPGX International
VBINX Balanced
RYSFX Small US Equity
VMVXX Money Market
FEAFX Mid US Equity
ODMAX Emerging Markets
PRPFX Specialty/Sector

The Balanced portfolio returns improved as the market improved in 2009 and the 3D scan image looks a bit healthier to me. The index asset allocation was unchanged from the last scan.

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