Tuesday, July 23, 2013

A Google 401k Portfolio PSDS Scan 12-31-2012



After 4 years of PSDS scans of "the" 401k Plan this year I created "A" 401k portfolio of mostly Vanguard funds and a global bond fund. As you may not know the Vanguard Retirement Income Fund VTINX is composed of only four investments VBMFX, VTSMX, VIPSX and VGTSX according to Morningstar so they are represented. Also VINIX is a S&P 500 Index fund so a little Google stock is in the scan too.

Friday, July 19, 2013

Rockwell Automation 401k (RSP) PSDS Scan 12-31-2012




This Scan includes only Plan investments that exceed 5% of net assets in the SEC 11-k Report.

Tuesday, July 16, 2013

Cintas Corp. 401k (PP) Plan PSDS Scan 12-31-2012




In the Scan the First Third Equity Index fund KNIEX is represented by the S&P 500 Index ETF SPY.

Monday, July 15, 2013

401k Target Retirement Income Funds 12-31-2012





I am working on a TechNote profiling Target Date Retirement Income Mutal Fund Funds. Their portfolios are posted on Morningstar and other web sites. VTINX for example has only 4 investments in that portfolio, VBMFX 44.80%, VTSMX 21.48%, VIPSX 19.94%, and VGTSX 8.89%. In this work I found and corrected a data transposition error (PRMSX was PRSMX in the TRRIX scan). The corrected portfolio scan results are