The TD AMERITRADE 401k plan was not helped by company stock AMTD this year and it is not on the Balanced portfolio. The employee portfolio invested 20.8% of that portfolio in the stock which is their largest holding. The plan has several good investment options and the Balanced portfolio has an above average 5yr return APR = 6.19% with a Sharpe ratio of 1.51. The Balanced portfolio also has a bit more money in Target Date retirement funds than other plans. That may simply be because the T.Rowe Price Retirement Date funds are above average. All in all a good plan but with a company stock having a down year in 2010.
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