Saturday, February 14, 2009

Parker Hannifin 401k PSDS Scan 12/31/2008




The empolyee asset allocation was taken from the 12/31/2007 SEC 11-K which only shows the investments that exceed 5% of the Master Trust. Company stock, PH, was the third largest holding. The Balanced portfolio only has money in investments with positive 5yr Sharpe ratios. These were FBIDX, FDRXX, PTTRX, and DODFX where FDRXX is a proxy for the Contract Income Fund.

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