My interest is in scanning 401k portfolios to image the efficient frontier and highlite portfolios that have high risk adjusted returns. The portfolio with highest Sharpe ratio will appear in the scan image for each 401k plan posted.
Saturday, May 21, 2011
General Electric 401k (S&SP) Plan PSDS Scan 12-31-2010
This plan SEC 11-k report provides less information about the plan than most 401k plans. Information about the GE plan on the web indicates they made several changes in 2010 including a new record keeper, Fidelity, a new plan advisor Highland Funds Asset Management, several new Blackrock investment options and I believe a Roth 401k option. Company stock GE continues to have a negative 5yr APR and is not in the Balanced portfolio. As before most investment options are GE funds and the plan was helped a little by the new funds from Blackrock (Barclay is now owned by Blackrock).




No comments:
Post a Comment