Wednesday, November 25, 2009

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


























This is a large plan with 48 funds in the scan. Company stock ASH had a 5yr APR of -17.22% and was very volatile. The employee portfolio had 6% of their money in company stock and a negative 5yr APR of -0.18%. The Balanced portfolio was distributed among 14 funds and with the largest invetment of 25.2% in a cash account FRTXX in the scan. The funds were PCVAX 2.4%, FICDX 3.9%, FHKCX 2.8%, FEMKX 2.2%, FGOVX 15 %, FIGRX 0.2%, FISMX 0.2%, FLATX 8.1%, FNMIX 1.7%, FSUTX 4.3%, PTTRX 11.8%, TPINX 17.6%, OAKBX 4.6% and FRTXX 25.2%. The Fidelity cash portfolio was represented by FRTXX.

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