Dollar General 401k (RSP) Plan PSDS Scan 12-31-2010

This 401k plan and the last one scanned make it easy to see why PTTRX is the largest mutual fund in the world. It has low risk and the highest 5yr APR of all the fund options in this 401k plan too including the stable value fund. That concerns me and others including PIMCO who know we cannot all get in the same lifeboat.

That said the Dollar General 401k has a Balanced portfolio with a 5yr APR = 5.72 and a Sharpe ratio of 1.75 well above average. Company stock DG does not have 5yr market data after its 2009 IPO by its parent company KKR. They bought it from Turner & Sons in 2007. Recently Berkshire Hathaway invested in the stock which piqued my interest. The 401k Savings and Retirement Plan does not have many options but PTTRX is one of them.  The employee portfolio invested 20.7% of their portfolio in company stock. Thats about all there is to say right now.