Friday, August 13, 2010

Kohl's 401k (SP) Plan PSDS Scan 12-31-2009



The Kohl's 401k plan added a couple of funds and one of them BPRAX is in the Balanced portfolio. That portfolio has improved year over year but the stable value fund SVF.put in the scan is still the largest holding. The employee portfolio has 14.3% of the portfolio in company stock KSS and that reduced their 5yr return and increased their volatility risk. A familar story.

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