Monday, June 15, 2009
H&R Block 401k (RSP) Plan PSDS Scan 12/31/2008
This plan has a stable value fund and the Balanced portfolio retreated to it and a bond fund. The stable value fund was represented by SVF.mfs in the scan. The employee portfolio did not have a lot of money in company stock but the equity funds all but one had negative 5yr Sharpe ratios and most had negative 5yr APRs as well.
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