Saturday, November 27, 2010

State of Arizona 457 Plan PSDS Scan 12-31-2009



This plan has several good funds and the PIMCO total return fund PTTRX in the scan is the largest holding in the Balanced portfolio and VBTIX is the second largest. The target date funds in the plan (NWRSX etc.) do not have 5yr data yet and are not in the scan. The plan documents I found had no employee asset allocation data and a Uniform portfolio performance is provided in the scan. All in all a good plan that might want to consider adding a commodity fund.

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