Saturday, January 30, 2010

Oracle 401k (SIP) Plan PSDS Scan 12-31-2009





This plan was helped by company stock ORCL and the Balanced portfolio has invested 5.6% of the plan in the stock and that portfolio has a 5yr APR = 6.28% with low volatility risk STD = 3.42%. The Balanced portfolio largest holding is a Fidelity stable value fund represented by the index SVF.hpx in the scan. The employee porfolio has a 5yr APR = 5.72% and STD = 5.90% with company stock their largest holding at 15.5% of plan.

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