Tuesday, September 1, 2009

Capital One Financial 401k (ASP) PSDS Scan 12/31/2008

















This plan has a stable value fund and that is where the Balanced portfolio put 89.3% of the money. The employee portfolio as of 12/31/2008 had company stock COF, an equity fund FUSEX, and the stable value fund SVF.hpx in the scan as their top three holdings. All in all a good plan with an emerging market fund LZEMX in the Balanced portfolio. The target retirement funds did not have 5yr data and are represented in the scan by the corresponding Fidelity funds.

1 comment:

GobiG said...

this is very interesting. How can I learn more?