Friday, October 9, 2009

Monsanto 401k (SIP) Plan PSDS Scan 12/31/2008

















This plan is a converted defined benefit plan that has no mutual funds only SMA funds. The plan is dominated by company stock MON and a large GIC. It has seven SMA catagories plus four premixed asset allocation funds that I take to be like target retirement date funds. Company stock has better 5yr returns than most oil companies. The Balanced portfolio has 90% invested in the stock and GIC. The plan trustee is Northern and I used their funds for catagories where they had one. The Capital Gaurdian International Equity fund was represented by AEPGX.

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