Wednesday, January 27, 2010

State of Texas 401k (457) Plan PSDS Scan 12-31-2009





This plan closed its stable value fund in October 2009 to new investments. The impact on Balanced portfolio performance is shown in the 2D scan image. The largest impact on asset allocation was to increase investments in the money market fund FRTXX and the two bond index funds WFBIX and FBIDX. It was more work to show that impact in the 3D scan image than I had time for, sorry. The performance impact was not too great and there are many retirment plans that have no stable value fund including my own. Plan contributions to the stable value fund option will automatically go to WOTDX, the Wells Fargo Target Today Fund.

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