Saturday, April 24, 2010

State of Florida 457 (DC) Plan PSDS Scan 12-31-2009




The State of Florida 457 plan has a Balanced portfolio 5yr APR = 4.89 with a very good Sharpe ratio of 1.80. The plan web site has mutual fund details and the 3 SMA funds were repesented in the scan by similar State of Utah funds UTH.agr , UTH.mod and UTH.con which have posted 5yr data. The two States use several of the same investment advisor firms. The GIC is represented in the scan by the index GIC.ekx and that is the largest holding in the plan.

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