Wednesday, June 17, 2009

Chubb 401k (CAP) Plan PSDS Scan 12/31/2008

















The SEC 11-k for this plan only identified the investments that represent 5% or more of the plan. Company stock, CB, has done well and it is the largest holding in the plan. The Balanced portfolio has 11.4% invested in the stock and the rest in the stable value portfolio, FMIP, in the scan. The Fidelity Managed Income Portfolio (FMIP) has a very high Sharpe ratio that can be seen in the 3D scan but it does not have a high APR return.

No comments: