Thursday, December 2, 2010

Unit Corp. 401k (TP) Plan PSDS Scan 12-31-2009



This plan's Balanced portfolio improved a little compared to last year and invested small amounts in several funds not in the portfolio last year. Company stock UNT still does not have a positive 5yr Sharpe ratio and is not in the Balanced portfolio. The employee portfolio has 39% of their money in the stock which reduced their 5yr return and increaed volatility risk to 16.39%. The plan has several good funds and the capital market line is improving but slowly.

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