Friday, June 3, 2011

Beckman Coulter 401k (SP) Plan PSDS Scan



This plan was helped by company stock BEC this year and it is in the Balanced portfolio which improved performance over last year. However it is still a lifeboat portfolio with the 3 largest holdings being the stable value fund (34.5%), the money market fund PRRXX  (14.5%), and the Fixed Income Fund BKT in the scan at 13.4%. The three largest holdings in the employee portfolio are the stable value fund, TRBCX and company stock. Not a bad plan but the 5yr performance is just average.

No comments: