Friday, January 21, 2011

State of Utah 401k (URS) Plan PSDS Scan 12-31-2010



The Utah URS plan Balanced portfolio has improved compared to last year and the WSJ in an editorial 1-19-2011 recommeded the other States of the Union consider the Utah Pension Model. The two largest holdings of the Balanced portfolio (not the Balanced Fund) are the income fund UTINF in the scan and the bond fund UTBDF in the scan. The three asset allocation funds UTH.con, UTH.mod and UTH.agr are now called Horizon funds but they are same funds as last year. A good plan with a good website if you are interested.

No comments: