Thursday, October 20, 2011

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



WellPoint made several changes to its 401k Plan investment options and they are almost all Vanguard funds now. One of the changes removed PTTRX and added VBMFX  and VIPSX. The Balanced portfolio this year has about the same 5yr performance but with different funds. Company stock WLP was down in 2010 and now has a negative 5yr APR of -6.6%. It is still over 5% of the employee portfolio. Their 3 largest holdings are the money market fund VMMXX, the Institutional index fund VINIX and the bond fund VBMFX. They are also 2 of the largest holdings of the Balanced portfolio and that rarely happens.

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