Oracle 401k (SIP) Plan PSDS Scan 12-31-2011

This year the Oracle 401k scan results may surprise a few. While company stock ORCL and the bond fund PTTRX have about the same return the last 5 years, 2011-2007, the Balanced portfolio invested only 3.7% in the stock because of its high volatility. The Balanced portfolio invested 21.7% in PTTRX and 26.2% in the Galliard stable value fund WFSVF in the scan. The 401k Plan changed a few investment options, Vanguard is now providing the Target Date Funds and a few other funds. The Oracle Plan is a little above average.