Friday, May 28, 2010

Markel Corp. 401k (RSP) Plan PSDS Scan




This is a small plan with a few good funds and the Balanced portfolio has invested 80% of the plan in the money market fund FRTXX and the bond fund FTHRX. The employee portfolio's largest holding is company stock MKL at 36.2% of the portfolio. The stock had a negative 5yr return with off the chart volatility. Not a prudent investment for a retiree.

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