Saturday, December 27, 2008

State of Illinois 401k (457) Plan Scan 11/30/2008





The funds in the scan were ACRNX, ARGFX, FPURX, LMVFX, LSVEX, EFA, PRCIX, TRRIX, TRRAX, TRRGX, TRRBX, VBTIX, VMRXX, NOSGX where EFA is a proxy for JIGFX which does not yet have 5yr data. The latest employee asset allocation data were for 2006 and at that time they had just over $1B in one fund, ACRNX. The plan made small "watch list" changes in the last year or so. As always the Balanced portfolio has money only in funds with positive 5yr Sharpe ratios.

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