Cardinal Health 401k (SP) Plan PSDS Scan 12-31-2010

The Cardinal Health 401k Plan has been involved in litigation more than most. The current SEC 11-k report provides data only at the investment category level. The Plan trustee, I think, is Fidelity. The investment options in the scan are my best effort pieced together from web sources and court documents. The Balanced portfolio has a 5yr APR = 4.96% with a Sharpe ratio of 2.50. This portfolio and the employee portfolio both have the GIC as their largest holding which explains the high Sharpe ratio and modest return. Company stock the last 5 years has a negative annualized APR = -3.56% and is not in the Balanced portfolio. It is 8% of the employee portfolio according to the SEC 11-k report. This plan is small and a little below average in performance. On a positive note company stock CAH has done well the last couple of years.