Thursday, June 9, 2011

Analog Devices 401k (IPP) Plan PSDS Scan 12-31-2010




The Analog Devices 401k plan was not helped by company stock ADI and the Balanced portfolio has a modest 5yr APR = 4.60% with a Sharpe ratio of 1.0. The three largest holdings of that portfolio are FIDXX (26.3%) , FBIDX (20.2%) and VIPSX (8.7%). The employee portfolio invested 14.3% of their money in company stock. Their three largest holdings are the money market fund FIDXX (19.5%), company stock ADI (14.3%) and FDGRX (6.8%). An average plan with a little below average stock the last 5 years.

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