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.
Wednesday, November 23, 2011
Mattel 401k (PIP) Plan PSDS Scan 12-31-2010
The Mattel 401k Plan was definitely helped by company stock MAT which was up over 30% in 2010. The Balanced portfolio invested 10.1% of that portfolio in company stock and the employee portfolio had 4.3% in the stock. Interesting. Wells Fargo is the Plan trustee and most of the investment options are Wells Fargo funds. The top 3 holdings of the Balanced portfolio are the stable return fund WFSRF, the bond fund SSTBX and the Government bond fund PGOVX. This 401k is about average and the company stock is above average. The 3D scan image shows that well.



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