United States Steel 401k (SF) Plan PSDS Scan 12-31-2009

This plan was not helped by company stock X which has very high volatility and it is not in the Balanced portfolio. The plan has several investment options including a stable value fund FMIP2 in the scan which produced a 5yr APR = 4.99% with a positive Sharpe ratio of 0.65. The employee portfolio invested 10.4% of the portfolio in company stock which increased volatility but not 5yr investment return.