Tuesday, January 19, 2010

NADART 401k Plan Investments PSDS Scan 12-31-2009





NADART provides 401k financial services to many companies. The investment options from their web site are mostly mutual funds and a few trust funds. As always investment options without 5yr data are represented in the scan by proxies for the option investment catagory.
The Balanced portfolio has a 5yr APR = 6.14 , STD = 2.85 and PSR = 1.23 which is not bad. The Balanced portfolio asset allocation has money in 10 options with the top three being PTTRX, PMDRX and MALOX. This organization at one time was the National Association of Automotive Dealers Retirement Trust.

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