Thursday, March 31, 2011

Whole Foods Market 401k Plan PSDS Scan 12-31-2010



This plan was not helped by company stock WFMI which has a negative 5yr APR = -5.67% with high volatility. The Balanced portfoilio invested money in every plan option but company stock. The employee portolio has 9.9% of their portfolio in company stock as shown in the 3D scan image and it is their largest holding. The plan has several good options that provide a slightly above average 5yr return in the Balanced portfolio.

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