Tuesday, December 13, 2011

APTARGROUP 401k (PSSP) PSDS Scan 12-31-2010



The APTARGROUP 401k Balanced portfolio invested 13% of the Plan in company stock ATR this year. It did very well in 2010 and has a 5yr APR of 14.4% with a 5yr Sharpe ratio of 0.526. There were very few changes in investment options and the scan this year included the Fidelity stable value trust fund FMIP. The Balanced portfolio 5yr APR of 6.41% is above average. This is a good 401k Plan helped by company stock this year.

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