Thursday, July 28, 2011

Norfolk Southern 401k (T&IP) Plan PSDS Scan 12-31-2010



The Norfolk Southern 401k plan scan is a bit better than last year. The Balanced portfolio is still helped by company stock NSC and has a 5yr APR = 5.56% with a Sharpe ratio of 1.11 with good diversification. It invested 16.6% of the plan in the stock and the employees invested 41.1% in the stock. The three largest holdings of the Balanced portfolio are the stable value fund VRST in the scan, the stock NSC and the bond fund WATFX. A good plan and a very good railroad stock.

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