Thursday, August 4, 2011

Prudential Financial 401k (ESP) Plan PSDS Scan 12-31-2010



Again this year the Prudential Financial 401k Plan was not helped by company stock PRU which has a negative 5yr APR = -2.85%. The Balanced portfolio has a 5yr APR = 5.95% with a Sharpe ratio of 1.64. This Plan has above average fixed income options and below average equity options especially the Prudential SMA options. A good balanced fund like PRPFX and a good international fund would help. There is not much more to say.

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