Thursday, January 28, 2010

GE 401k (SSP) Plan PSDS Scan 12-31-2009





This plan was hurt by company stock GE which has a 5yr APR = -12.8%. The Balanced portfolio is a bit better than in the last scan using 12-31-2008 market data and now has 5 funds in the Balanced portfolio. The largest holding is the money market fund GEFXX at 46.6% of the plan represented by VMMXX in the scan. The employee portfolio has company stock as its largest holding and the portfolio has a 5yr APR = -3.42%.

No comments: