Wednesday, October 27, 2010

CARBO Ceramics 401k (SPSP) PSDS Scan 12-31-2009


This plan was helped a bit by company stock CRR and the Balanced portfolio invested 2.1% of the plan in the stock. The 2 largest holdings of that portfolio were the GIC and the bond fund PTTRX. The 2 largest holdings of the employee portfolio were the GIC and the growth fund AGTHX. In a bit of a surprise the Balanced portfolio invested more in the emerging market fund ODMAX than the international fund AEPGX. That has happened a few times this year in other scans as well.

No comments: