Tuesday, May 26, 2009

Unit Corp. 401k (TP) Plan PSDS Scan


















The Unit Corp. plan has money in several target retirement funds that do not have 5yr data and these are repesented in the scan by the corresponding Fidelity funds. Company stock, UNT, like many companies had a very bad 2008 which hurt the employee portfolio. As of the latest SEC 11-k filing, 12/31/2007 data, UNT was the largest holding of the plan. The Balanced portfolio largest investment was in a GIC represented in the scan by GIC.ekx the EnnisKnupp index.

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