Wednesday, December 23, 2009

Thermo Fisher Scientific 401k (RP) PSDS Scan12/31/2008





This plan could use some help. The Balanced portfolio has 99.6% of the plan in the stable value fund SVF.hpx in the scan. The employee portfolio as of 12/31/2008 had TRRBX as its largest holding at 14.5% of the portfolio and TRRBX had a negative 5yr APR = -0.32%. T. Rowe Price is the trustee and they have many funds with positive 5yr returns, PRGMX for example or another bond fund or Treasury index fund with positive 5yr Sharpe ratios would help. On a positive note company stock TMO has a positive 5yr APR = 6.23% and is up 43.9% year-to-date.

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