Oak Ridge 401k (CM) Plan PSDS Scan 12-31-2011

The Oak Ridge National Lab 401k Plan investment options are 4 asset allocation model portfolios consisting of 7 mutual funds provided by Charles Schwab the service provider. In this scan the employee portfolio is the Conservative Model (CM) that is similar to the Balanced portfolio in that 70% of the portfolio is invested in a stable value fund SVF.hpx and a Wells Fargo domestic bond fund WTRZX. The other 30% is invested in the equity options NFJEX, AIVSX, AGTHX and AEPGX that add to a prudent asset allocation for the long term in my opinion.