Tuesday, June 16, 2009

CA Inc. 401k (SHP) Plan PSDS Scan 12/31/2008

















None of the investment options had a positive 5yr Sharpe ratio including FTRXX the money maket fund in the plan. This may be the only Balanced portfofio with a negative 5yr Sharpe ratio so far as a result. Fidelity has a good stable value fund and better money market funds that should be in the plan in my opinion.

No comments: