Thursday, May 12, 2011

Dunn & Bradstreet 401k Plan PSDS Scan 12-31-2010

The Balanced portfolio improved over last year but company stock DNB did not have a good 2010 and the employee portfolio APR is almost 2 points lower than the Balanced portfolio. The plan has very good fixed income options and about average equity options. It is a conservative and pretty well diversified plan.




Blog Note: The additon of a pie chart for Balanced portfolio asset allocation recenty was to reduce the cost of providing that data as a note in the 3D scan image. The Pie Chart is fully automated.

No comments: