Thursday, December 1, 2011

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



The Travelers 401k (SP) Plan Balanced portfolio's performance improved over last year but remains a conservative lifeboat portfolio. It has most of the Plan in a GIC and two income funds PTTRX and VRST a stable value trust fund. The GIC is also the largest holding of the employee portfolio followed by two equity funds VINIX and AGTHX. Company stock TRV has a 5yr APR of 6.94% with a Sharpe ratio of 0.29 and it is in both the Balanced and employee portfolios. This insurance company 401k Plan is conservative with a good company stock the last 5 years.

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