Tuesday, September 29, 2009

SAP America 401k Plan PSDS Scan 12/31/2008


















This plan is all Vanguard and has a good stable value fund VRST in the scan. The so called Balanced portfolio has 95.6% of the plan in VRST and the rest in VBMFX. The employee portfolio has most of the money invested in one fund VWELX and very little (1.4%) in company stock. As you can see in the 3D scan plot almost all the funds had negative 5yr data expecially the target retirement funds. In the scan target retirment funds like VTHRX without 5yr data were represented by their Fidelity equivalent in this case FFFEX.

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