Kellogg 401k (SIP) Plan PSDS Scan 12-31-2010

The Kellogg 401k plan like many older company plans has a Master Trust where 401k and pension money are kept. That can complicate the SEC 11-k report data for asset allocation by specific investment option. In this scan a uniform asset allocation portfolio is provided for comparison purposes. The Balanced portfolio has a 5yr APR =5.71% with a Sharpe ratio of 1.42 which is above average. The employees have 12.6% of the participant directed money invested in company stock K and the Balance portfolio has 7.4% of that portfolio in company stock which has a 5yr APR = 6.14% with a positive Sharpe ratio of 0.23. The Kellogg plan is helped by the stock and would be helped by a few more investment categories for better diversification.