My interest is in scanning 401k portfolios to image the efficient frontier and highlite portfolios that have high risk adjusted returns. The portfolio with highest Sharpe ratio will appear in the scan image for each 401k plan posted.
Wednesday, March 7, 2012
Healthcare Services Group 401k Plan PSDS Scan 12-31-2011
This 401k Plan has not changed a lot from last year's scan. Company stock HCSG has a nice 5yr APR of 10.04% and the STD is 22.04%. I still like this Plan and stock and hope the PEG ratio drops a bit so I can afford to buy a few shares. The employee portfolio 5yr APR is only 1.72% and they invested less in HCSG than the Balanced portfolio. Interesting. Their largest holding is the money market fund PINXX which serves as a stable value fund I suppose but it does not compare well with the Hueler stable value fund index.



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