Friday, August 19, 2011

Coca Cola 401k (TIP) Plan PSDS Scan 12-31-2010




The Coca Cola 401k Plan has changed a few funds but company stock KO continues to be the best equity option in the plan. The Target Date Funds are now from American Funds and they do not yet have 5yr market data. In the scan they are represented by Wells Fargo Advantage and T. Rowe Price target date funds with 5yr data. Also the Bank of America Retirement Preservation Trust is represented by VRST in the scan. The Balanced portfolio has a 5yr APR = 5.91% with a Sharpe ratio of 1.73. The employee's largest holding by far is company stock at 50.8% of their portfolio which has a 5yr APR = 8.61% with a Sharpe ratio of 0.59. All in all a good 401k plan and a great old company stock. My only suggestion would be to prune some of the deadwood from the 34 investment options in the plan.

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