Monday, November 15, 2010

H.B. Fuller 401k (TP) Plan PSDS Scan 12-31-2009



The plan was helped by company stock FUL again this year but it remains very volatile. The Balanced portfolio invested 4.8% in the stock and its largest holding is still the stable value fund DSVG1 in the scan. The employee portfolio has 32.6% invested in company stock which improved their 5yr APR a little to 5.70% but greatly increased their volatility risk to STD = 12.0%. Remember volatility kills compounding.

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