Saturday, May 15, 2010

Mosaic 401k (IP) Plan PSCS Scan 12-31-2009




The plan as last year was helped by company stock MOS and the Balanced portfolio invested 5.1% of the portfolio in the stock. It is extremely volatile but still has a 5yr APR = 30.49% with a positive 5yr Sharpe ratio. The employee portfolio invested 18.5% of their money in the stock. The largest holding for both portfolios is the stable value fund from Vanguard VRST.

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