Wednesday, January 25, 2012

Stanley Black & Decker 401k (VP) Plan PSDS Scan 12-31-2011



Stanley Black & Decker's 401k Balanced portfolio's 5yr APR was not helped as much this year as last by company stock SWK. In 2011 SWK's total return was only 3.54% according to Morningstar and the Balanced portfolio's APR was down to 4.86%. The employee portfolio has over 50% of the Plan in company stock. Their 5yr APR is 5.43% but with much higher volatility. All in all a good Plan that is a little below last years in terms of Balanced portfolio performance.

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