Friday, July 1, 2011

Honeywell 401k (S&OP) Plan PSDS Scan 12-31-2010



This year I spent time adding the ING Target Date Funds to the scan of the Honeywell Savings and Ownership 401k Plan. I also tried to use ING retirement plan funds for Honeywell plan catagories.

Company Stock
   Honeywell - HON
   Large Cap Value - Morningstar JKF
   Large Cap Growth - Morningstar JKE
   Small to Mid Cap Value - Morningstar JKL
   Small to Mid Cap Growth - Morningstar JKK
Mutual & Trust Funds
   Large Cap Value Fund - AELIX
   Target Date Funds - ISWIX, ISOSX, ISZSX, ISQSX
   Equity Index Fund - IMSRX
   Short Term Investments - AEMXX
   Guaranteed Investment Contracts - GIC.ekx

The Balanced portfolio is still a lifeboat portfolio with the GIC and the ING money market fund AEMXX having 84.1% of the portfolio. The Balanced & the employee portfolio's performance the last 5 years are a little below average.

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