Wednesday, July 28, 2010

Moody's 401k (PPP) Plan PSDS Scan 12-31-2009



The Moody's 401k plan Balanced portfolio has improved thanks to 2009 but the company stock MCO still has a negative 5yr return. The employee portfolio has 6.5% of their money in the stock which did not help. On a positive note their plan has several good funds and a good stable value fund FMIP2 from Fidelity that produced a Balanced fund 5yr return of APR = 5.88% with a dozen investment options in the portfolio.

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