Friday, April 29, 2011

Core Laboratories 401k (PSRP) Plan PSDS Scan 12-31-2010





This plan was helped by company stock CLB which has double digit 15yr, 10yr, 5yr, 3yr and 1yr total returns according to Morningstar. The Balanced portfolio invested 11.2% of the portfolio in the stock and the employee portfolio has 29.0% in the stock. The plan investment options are well diversified and small in number. The only negative is stock volatility which is very high in the oil & gas industry. The 3D scan image shows the employee portfolio assets > 5% of plan.

No comments: