Saturday, June 4, 2011

Google 401k Plan PSDS Scan 12-31-2010



The Google 401k plan does not include company stock GOOG as an investment option. The 27 investment options in the plan produced a 5yr APR = 6.0% with a Sharpe ratio of 1.70. I have no data on employee asset allocation. In the scan three investment options, TCCMX, EIIGX and VFIFX did not yet have 5yr data and the Morningstar catagory data were used to complete 5yr market data for these three funds. The ubiquitous PIMCO bond fund PTTRX is not in this plan but a very similar total return bond fund MWTIX is in the plan and it is the largest holding in the Balanced portfolio at 28.7% of the portfolio. MWTIX also has the highest 5yr return of all the plan options which produced an unusal 3D scan image. Interesting.

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