Wednesday, October 7, 2009

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


















This plan was helped by company stock which had a nice 5yr APR but with very high volatility. The Balanced portfolio has 1.9% of the plan invested in the stock and the employee portfolio has 19.3% in the stock. The stable value fund was represented by the Hueler index SVF.hpx and the Schwab retirement trust funds SWBRX, SWCRX, SWHRX and SWERX were represented in the scan by the Fidelity funds FFFCX, FFFDX, FFFEX, and FFFFX which have 5yr data.

No comments: