Thursday, March 22, 2012

ConAgra 401k Plan (RISP) PSDS Scan 12-31-2011




The ConAgra 401k has changed little from last year. The Balanced portfolio this year has only 3 investments over 5% of Plan; VIPSX, VBMFX and FRTXX all income investment options. Company stock CAG is 2.0% of that portfolio and 22.2% of the employee portfolio. It is their largest holding. The Plan has a GIC investment but it is not Participant directed and is not in the scan. The Balanced portfolio 5yr APR of 5.14% with a Sharpe ratio of 1.64 is about average for 401k Plans.

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