Monday, August 25, 2008

ExxonMobile Fuels 401k (MSP) Scan 7/31/2008


The ExxonMobile Fuels 401k (Marketing Savings Plan) is
only one of the 11-K filings by ExxonMobile. The funds
in the scan were,

VFSTX, BBALX, BEIAX, BSCAX,
EFA, BBPAX

One of the Northern Trust funds in the plan
NOINX does not yet have 5yr data and EFA is
a proxy for it. Also, The State Street Yield
Enhanced Short Term Investment Fund has a
proxy, VFSTX.

Like the US Government 401k scan the maximum
PSR portfolio is affected by the low STD fund
near the origin. I decided to keep VFSTX in
the scan and highlight the fact that there are
many high Sharpe ratio portfolios between
VFSTX and the Balanced Portfolio.

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