Thursday, May 6, 2010

Target 401k Plan PSDS Scan 12-31-2009




The Balanced portfolio improved over last year but company stock TGT still does not have a positive 5yr Sharpe ratio and is only in the employee portfolio. Even though TGT was up 42% in 2009 it has a negative 5yr APR = -0.30%. Volatility kills compounding. The employee portfolio had 55% of their money in the stock. The Wells Fargo stable value fund is DSVG1 in the scan.

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