This a small plan with mostly Prudential SMA funds and a GIC. The Balanced portfolio has 61.8% invested in the GIC and 14.6% in the bond fund HABDX in the scan. The SMA funds and their PSDS Registry symbol or proxy in the scan areGuaranteed Income Fund - GIC.ekx
Large Cap Growth/Jennison Fund - LCG.pjf
Small Cap Value/Kennedy Capital Fund - SCV.kcf
Large Cap Value/AJO Fund - JKF
Mid Cap Value/Wellington Mgmt Fund - JKI
Retirement Goal 2030 Fund - L2030 etc.
The employee portfolio has 24.0% invested in company stock KDN and that increased their volatility risk but not their return as you can see in the 2D scan chart.
No comments:
Post a Comment