Monday, April 20, 2009
Sempra Energy 401k Plan PSDS Scan 12/31/2008
This plan needs bond funds and a stable investment option. None of the funds in the plan have a positive 5yr Sharpe ratio or APR. Only company stock, SRE, has a positive 5yr return and by rule the Balanced fund has invested the entire plan in SRE. This is not prudent. ******************** 6/11/2009 Edit change to post correct 2D scan chart. Earlier post had South Carolina 2D scan chart.
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