Thursday, December 17, 2009

Limited Brands 401k (RSP) PSDS Scaan 12/31/2008





This plan was hurt by 2008 and company stock LTD. The Balanced portfolio invested 85% of the plan in the GIC represented by the index GIC.ekx in the scan and the rest in PTTRX. In the scan the Schwab Managed Retirement funds (SWBRX etc.) were represented by the Fidelity funds for the same period which have 5yr data. The empoyee portfolio had the GIC as its largest holding with 34.8% invested in it and 9.1% in company stock.

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