Thursday, February 10, 2011

Humana 401k (RSP) Plan PSDS Scan 12-31-2010



The plan Balanced portfolio has improved with the economy since the last scan 12-31-2008 but company stock HUM still does not have a positive 5yr Sharpe ratio. The largest holding is the stable value fund SVF.hpx in the scan compared to over 90% in 2008. All the investment options except HUM are in the Balanced portfolio and the employee portfolio has 15.5% invested in company stock. In the scan the Schwab Managed Retirement Trust Income Fund is SMRTIF.

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