Monday, April 19, 2010

Brunswick 401k (RSP) Plan PSDS Scan 12-31-2009




This company stock BC is still a long way from being in the Balanced portfolio. It did have a good 2009 but a 5yr return of -22.66% is not good. Year-over-year the Balanced portfolio more than doubled the number of Vanguard funds and has a 5yr APR = 4.14%. The employee portfolio still has 2.4% invested in company stock which did not help their 5yr return of APR = 2.84%. This is a good plan with a bad stock.

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