Thursday, May 27, 2010

Massachusetts 457 (SMART) PSDS Scan 12-31-2009




The Commonwealth of Massachusetts has Ameritrade self directed funds and a few other investment catagories. This scan covers the Actively Managed Funds and the Balanced portfolio invested over 80% of that portfoilio in the money market fund VMMXX and two bond funds PTTRX and PIGSX. The actively managed funds are over weighted in the S&P 500 in my opinion. That said the Balanced portfolio has a 5yr APR = 4.72% with a positive 5yr Sharpe ratio of 1.24 which is good.

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