Thursday, July 2, 2009

XCEL Energy 401k (SP) Plan PSDS Scan 12/31/2008


















This plan is similar to the last but without the stable value fund and with a few non Vanguard funds. The Balanced portfolio largest investment is the money market fund, VMMXX, at 46.6% as of 12/31/2008. The employee portfolio's largest investment is company stock, XEL, which had a nice 5yr APR of 6.27%. Their 5yr APR was only 2.52% largely because of 2008. They had over 50% invested in equity funds.

No comments: