Thursday, April 14, 2011

PerkinElmer 401k (SP) Plan PSDS Scan 12-31-2010







The PerkinElmer 401k plan Balanced portfolio 5yr performance has improved each of the last 3 years. Is has a very small amount invested in company stock PKI for the first time and all but one of the plan investment options are in that portfolio. This year the employee portfolio and the Balanced portfolio are very close in the 2D scan image but with significant differences in asset allocation as shown in the 3D scan image. The Balanced portfolio has 11.9% in FFFAX and the emoloyee portfolio has very little in that fund for example. A clear indication there are lots of portfolios with high risk adjusted returns this year as the market continues to recover from the recession. Thats one definition of a good 401k plan in my opinion.

No comments: