Wednesday, December 28, 2011

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



The Manitowoc 401k has several good investment options but company stock MTW was not one of them the last 5 years. It was a victim of volatility with a 5yr average return of 33.6% but an annualized return of only 1.42% as volatility killed compounding once again. The Balanced portfolio has a 5yr return that is about average with a Sharpe ratio of 1.38. However, as you can see it is a lifeboat portfolio with only 3 investment options having more than 5% of Plan and they are all income investment options. There is not much more to say.

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