Monday, January 30, 2012

PolyOne 401k (RSP) Plan PSDS Scan 12-31-2011



The PolyOne 401k has a Balanced portfolio with an APR of 6.41% and a Sharpe ratio of 1.24 thanks to a strong collection of income funds. Company stock POL is in the Balanced portfolio but at less than 5% of Plan. The Plan also has a little Dow Chemical stock indicating it may have been a spin off. The last 5 years have not been kind to most Plan equity options and PolyOne is no exception. As a retiree the Balanced portfolio APR of 6.41% with very little risk is not so bad.

No comments: