Wednesday, May 12, 2010

Coventry Health Care 401k (RSP) Plan 12-31-2009




This plan was not helped by company stock CVH. The Balanced portfolio invested about 75% of the plan in two bond funds and a money market fund producing another life boat portfolio. Many of the funds are in the Balanced portfolio but in small percents of the portfolio. The employee portfolio has a small positive 5yr return with too much volatility in my opinion caused mostly by their company stock holdings.

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