Tuesday, August 2, 2011
Illinois Tool Works 401k (SIP) Plan PSDS Scan 12-31-2010
The Illinois Tool Works 401k (SIP) Plan investment options are all SMA funds and indexes. The Plan trustee is Northern Trust and the record keeper is ING. SMA funds are not traded on an exchange. The Plan does post periodic return data on a Plan website and that data was used in the scan.
*********CORE FUNDS
Stable Asset Fund ITW.saf
Diversified Bond Fund ITW.dbf
Large Company US Stock Fund ITW.lcs
Mid & Small US Company Stock Fund ITW.mss
*********TARGET RETIREMENT FUNDS
Retirement Fund ITW.rtf
2015 TDF ITW2015
2020 TDF ITW2020
2025 TDF ITW2025
2030-2050 ITW2030
**********INVESTMENT INDEXES
Citigroup 3-Month T-Bill ITW.tbl
Barclays Capital US Aggregate Bond Index ITW.agg
S&P500 Index ITW.spy
Russell 2500 Index ITW.iwm
87.5% EAFE / 12.5% EEM ITW.bld
The Balanced portfolio 5yr return APR = 5.25% is average with a Sharpe ratio of 2.44 which is above average. The plan and the employee portfolio were helped by company stock ITW but it is volaitle.
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