Thursday, December 23, 2010
Harris Corp. 401k (RP) Plan PSDS Scan 12-31-2009
The Balanced portfolio for this plan has the lowest Sharpe ratio of the year SR = 0.45. The plan trustee is Northern Trust and only investment options that represent 5% or more of the plan are in the scan plus NOSIX the Northern Trust S&P 500 fund. Company stock HRS helped the plan and the Balanced portfolio invested 16.5% of the portfolio in the stock. The 2 largest holdings in the Balanced portfolio are Wells Fargo fixed income funds SSTBX and STVSX.
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