Wednesday, July 20, 2011

Jefferies Group 401k (PSP) Plan PSDS Scan 12-31-2010



The Jefferies Group 401k Plan Balanced portfolio improved significantly over last year and now has a 5yr APR = 6.12%. It was only 3.92% last year. Company stock JEF was up in 2010 but the Balanced portfolio invested less than 1% of the portfolio in company stock which is down YTD. It is the largest holding of the employee portfolio that also improved over last year. The Plan has several good investment options including the ubiquitous bond fund PTTRX that has out performed most equities the last 5 years.

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