Texas Instruments uses Northern Trust and Barclays Global Investors SMA funds and company stock, TXN. I used several ETF funds as proxys for the SMA funds; AGG for an aggregate bond index fund, IWD for a Russell 1000 value equity fund, IWD for a Russell 3000 growth fund, IWM for a Russell 2000 equity index fund and EFA for an international equity fund. The employees have most of their 401k money in company stock which is down -11.3% on a 5yr APR basis. Only two funds are in the Balanced portfolio, NOFIX and AGG.
No comments:
Post a Comment