The Starbucks 401k Plan does not include company stock SBUX and there is no SEC 11-k report required. Although Starbucks is a great company it's stock is very volatile.The 5yr average return of SBUX from 2006 to 2010 was 21.3% but the annualized 5yr return for that period was only 1.6% because of volatility. SBUX could be a poster child in a campaign to alert employees everywhere that volatility kills compounding and it is precisley the annualized return that is in your bank account not the average return.
The Starbucks 401k Plan Balanced portfolio has a 5yr annualized return APR = 4.25% with a positive Sharpe ratio of 0.92. Its 2 largest holdings are the money market fund TCMXX (45.6%) and the bond fund DODIX ( 41.2%). The Plan equity options need help and others have pointed that out as well. My suggestion would be a few funds like PRPFX and there are several worth a look.
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