Tuesday, September 22, 2009

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


















This plan was helped by company stock TRV and a stable value fund. The Balanced portfolio has 81.5% of the money in the stable value fund represented in the scan by the index SVF.hpx. The employee portfolio has 15.9% of their money in company stock and almost as much in AGTHX. Their top 4 investments after TRV as of 12/31/2008 were AGTHX, VINIX, FBIDX and FDIVX.
They all had 2008 problems but they are good investments that have recovered a good bit year-to-date.

No comments: