Burger King 401k (SP) Plan PSDS Scan 12-31-2009

The Balanced portfolio for Burger King has a 5yr APR = 6.44% with the stable value fund VRST in the scan being the largest holding at 55.4% of the portfolio. Company stock BKC does not yet have 5yr data which was a surprise. The employee portfolio has 34% of their money in the stock which had double digit loses in 2009 and 2008. The rest of the employee portfolio did well with a 5yr APR = 5.15% and a positive Sharpe ratio of 0.42 thanks to the stable value fund and 6 other good funds.