Monday, October 10, 2011

Brown-Forman Corp. 401k (SP) Plan PSDS Scan 12-31-2010



The Brown-Forman 401k Plan was helped a little by company stock BF.B and the Balanced portfolio invested 5.3% of the portfolio in the stock. The employee portfolio has 6.7% in the stock and their largest holding is the Fidelity stable value fund FMIP in the scan. The 3 largest holdings of the Balanced portfolio are the bond fund PTTRX, the money market fund FRTXX and the retirement income fund FFFAX. Once again just about the highest 5yr return fund is PIMCO's bond fund PTTRX with a 5yr APR over 8%. Interesting times.

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