Friday, November 25, 2011

Unilever NV 401k Plan PSDS Scan 12-31-2010



The Unilever NV 401k Plan was helped a bit by company stock UN. Its has a 5yr APR of 10.36% but is volatile and has a Sharpe ratio of only 0.26. That kept the Balanced portfolio investment in the stock to 4.5% a little less than last year and it is only 3.75% of the hourly employee portfolio. The Vanguard Target Retirement funds are their largest holdings. The Balanced portfolio largest holding is still the GIC and it is the second largest employee holding. This a pretty good Plan and company stock in my opinion.

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