Thursday, March 5, 2009

GE 401k Plan PSDS Scan 12/31/2008




This is the parent GE 401k plan and the employees are very heavy into GE company stock. That has reduced their 5yr return to -5.03%. At least as of the 12/31/2007 SEC 11-k filing. Even though the portfolio has only a few funds and GE is down there is a Balanced portfolio with a modest positive return thanks to VMMXX. This is a proxy for their Short-Term Money Markets Instruments. The plan could use a few more positive 5yr Sharpe ratio options.

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