My interest is in scanning 401k portfolios to image the efficient frontier and highlite portfolios that have high risk adjusted returns. The portfolio with highest Sharpe ratio will appear in the scan image for each 401k plan posted.
Monday, July 25, 2011
Coach Inc. 401k (SPSP) Plan PSDS Scan 12-31-2010
The Coach 401k plan Balanced portfolio was helped a little by company stock COH but the 5 year performance was just average. There are good investment options in the plan. The Balanced portfolio 3 largest holdings are the bond fund FBIDX, the stable value fund FMIP in the scan and NBGNX a good equity fund. The employee portfolio 3 largest holdings are company stock, the stable value funds and NBGNX. A good plan but the last 5 years were difficult and company stock has been volatile.



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