Friday, July 3, 2009

Stanley Works 401k (AVP) Plan PSDS Scan 12/31/2008


















Another "lifeboat" Balanced portfolio with over 90% of the plan invested in the stable value fund, FUNDG, in the scan and the money market fund, VMMXX, in the scan. The plan is small and with mostly State Street funds in the scan that include SMA funds. Several do not yet have 5yr data and the proxies in the plan are VMMXX for the money market fund, FUNDG for the stable value fund and TIP for a passive TIPS fund.

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