Friday, May 13, 2011

El Paso Corp. 401k (RSP) Plan PSDS Scan 12-31-2010




This plan was not helped company stock EP because of off the chart 5yr volatility and low returns. The Balanced portfolio improved over last year and has an above average 5yr APR = 6.16% largely because of the emerging market fund LZEMX which is one of the best in that catagory. The JP Morgan Smart Retirement funds JSWAX etc. do not yet have 5yr data and were represented by the corresponding Vanguard target date retirement funds.  A good plan with a few legacy funds that should be replaced in my opinion. Check the Balanced fund asset allocation for details.

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