The last scan for Morningstar was 9-30-08 and a lot has changed. The 17 funds in the plan as of 2003 were published at http://www.pbs.org/wsw/tvprogram/ as part of an interview with Don Phillips on Wall Street Week. The Calvert Social Index is no longer available as a Vanguard fund as is not in the current scan. The plan did not have a SEC 11-k report because Morningstar stock is not part of the plan. The 2003 plan also did not have a stable value fund, a GIC or a money market fund but did have a well diversified collection of funds including several 5 star funds like PTTRX. It is the largest holding in the Balanced portfolio. That portfolio has a 5yr APR = 7.90% in the current scan with a 5yr Sharpe ratio of 0.88 which is very respectable.
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