The Verizon 401k Plan was helped by company stock VZ, which had a very good year in 2010. The Balanced portfolio 5yr APR improved to 6.23% with a Sharpe ratio of 2.04. It invested 5.2% of the portfolio in company stock and the employee portfolio invested 27.7% in VZ. There were small differences in the Plan scan options this year; SIGVX instead of a money market fund was used for Cash equivalents. When the SEC 11-k report contains only category investment options it adds another layer of uncertainty to forecasting. The Plan trustee is Fidelity and most of the category options in the scan are Fidelity funds.
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