Sunday, May 24, 2009

State of Wisconsin 401k (457) Plan PSDS Scan 12/31/2008


















The Wisconsin 401k (457) plan uses many BIG funds that track the same BIG indices as the US Government 401k (TSP) plan. I used the TSP plan funds for those options and IWR for the BIG MidCap Index Fund and IWM for the BIG Small Cap Index Fund. The plan participants had the most money invested in FCNTX and FUNDG. The Balanced portfolio had a large Sharpe ratio because of the 55.4% invested in the stable value fund, FUNDG in the scan.

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