The Moody's 401k (Profit Participation Plan) was scanned earlier without the company stock, MCO, and two trust funds. Those are included in this 10/31/2008 scan with very different market data. The funds in the scan were NMIRX, FBIDX, PTTRX, LZEMX, MLAAX, RWR, GCMAX, FFFAX, FFFFX, FEQIX, FLPSX, FMCSX, FDIVX, FSEMX, FSIIX, FC5024, and MCO where NMIRX is a proxy for a Fidelity stable value fund that has most of the employee money, FC5024 is a Fidelity SMA trust named "US Equity Index Commingled Pool" and the Balanced portfolio has money only in funds with positive 5yr Sharpe ratios.
The Moody's 401k (Profit Participation Plan) was scanned earlier without the company stock, MCO, and two trust funds. Those are included in this 10/31/2008 scan with very different market data. The funds in the scan were NMIRX, FBIDX, PTTRX, LZEMX, MLAAX, RWR, GCMAX, FFFAX, FFFFX, FEQIX, FLPSX, FMCSX, FDIVX, FSEMX, FSIIX, FC5024, and MCO where NMIRX is a proxy for a Fidelity stable value fund that has most of the employee money, FC5024 is a Fidelity SMA trust named "US Equity Index Commingled Pool" and the Balanced portfolio has money only in funds with positive 5yr Sharpe ratios.
No comments:
Post a Comment