Invesco 401k Plan PSDS Scan 12-31-2010

The Invesco 401k Plan Balanced portfolio improved significantly over last year thanks mostly to investment options that were not in the scan last year. The Plan is large with many investment options that have less than 1% of Plan invested in them and they were not in last years scan. Among them I noticed a gold fund and a PIMCO fund that were added to the scan this year. They helped increase the Balanced portfolio this year to a 5yr APR of 6.72% with a Sharpe ratio of 1.17. The employee portfolio still has very little invested in either of them with most of their money in Invesco mutual funds. Interesting.