Monday, April 18, 2011

Oracle Corp. 401k (SIP) Plan PSDS Scan 12-31-2010



The Oracle 401k plan continues to be helped by company stock ORCL and the Balanced portfolio invested 10.9% of the portfolio in the stock this year. The employee portfolio has 13.8% in the stock which is their largest holding. The plan has other investment options like LZEMX with double digit 5yr returns and positive Sharpe ratios raising the 5yr Balanced portfolio return to 8.0% with a Sharpe ratio 0f 1.45. This plan should be among the top 401k plans this year.

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