Friday, December 16, 2011

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



The BorgWarner 401k Balanced portfolio got a big lift from company stock BWA this year. It was up 117% in 2010 according to Morningstar. That produced a 5yr Balanced return just over 6% and the employee portfolio 5yr APR was 7.73% as Detroit rebounded. This 401k Plan has very few investment options and the Blackrock US Debt Index, FUNDF in the scan, is one of them. It is also in the US Government 401k (TSP) Plan and it is the largest holding in the BorgWarner Balanced portfolio. All in all a good small plan and a very good stock the last five years.

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