Monday, June 6, 2011

Apple 401k Plan PSDS Scan 12-31-2010



The Apple 401k plan does not include company stock AAPL and the Balanced portfolio has a modest 5yr APR = 4.87%.  That portfolio's largest holding is WFSRF the Wells Fargo stable return fund. I have no data on the employee asset allocation. The plan has a strong fixed income offering and a very average equity offering. The equity fund FCNTX has Apple stock as its largest holding but it is no AAPL when it comes to performance. In the scan the BGI LifePath funds were represented by the corresponding Vanguard funds which have 5yr market data.

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