Tuesday, June 1, 2010
EMC Corp. 401k (SP) Plan PSDS Scan 12-31-2009
This is a large plan with 18 funds in the Balanced portfolio including a small investment in company stock EMC at 0.3% of plan. The 3 largest holdings are the stable value fund FMIP2, the money market fund FRTXX and the ever present bond fund PTTRX. The employee portfolio's 3 largest holdings are FRTXX, FMIP2 with AEPGX and PTTRX about equal.
Another lifeboat portfolio with a positve 5yr Sharpe ratio of 1.25.
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