Wednesday, February 3, 2010

COMCAST 401k (RIP) Plan PSDS Scan 12-31-2009





This COMCAST 401k Retirement-Investment Plan (RIP) is not the same as their SPECTACOR 401k plan scanned last year. The Balanced portfolio has 70% of the plan in two bond funds PTTRX and FBIDX and the rest distributed among 9 other funds in the plan. The employee portfolio was hurt by company stock CMCSK which had a negative 5yr APR = -5.54%. The Balanced portfolio had a nice 5yr return APR = 5.48% with a Sharpe ratio that was higher than I expected PSR = 3.77. Recently plans without a stable value fund have had smaller Sharpe ratios.

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