Thursday, September 10, 2009

Polaris 401k (RSP) Plan PSDS Scan 12/31/2008

















This plan has a good stable value fund Fidelity Managed Income Portfolio FMIP in the scan and that is where the Balanced portfolio and the employee portfolio have the most invested. Thanks to 2008 company stock is off the chart with high volatility STD = 35.7%. The Fidelity funds in the plan are "K" options of the usual funds ( FDIKX for FDIVX etc.) which do not have 5yr data. In all cases the usual funds which have the same performance were used in the scan.

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