Tuesday, June 22, 2010

Mattel 401k (PIP) Plan PSDS Scan 12-31-2009




This plan made small improvements year over year and the Balanced portfolio has 1.4% of the plan in company stock MAT and 7 other investment options. Several of the Lifepath funds now have positive 5yr Sharpe ratios and are in the Balanced portfolio. The employee portfolio has a small positve 5yr APR =2.95% and Sharpe ratio =0.09. They have 3.6% of their portfolio in MAT and the stable value fund is their largest holding by far.

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