Friday, September 6, 2013

Cimarex Energy 401k Plan PSDS Scan 12-31-2012

This 401k Plan now has Vanguard as trustee and the portfolio is OK but they left out the total return bond fund which is in almost all 401k plans, either PTTRX or VBMFX in this 401k Plan. If you add that one fund to the 401k Plan portfolio the Balanced Portfolio 5yr APR goes up from 3.88% to 4.34% and the volatility goes down.



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