Monday, June 11, 2012

Morningstar 401k Plan PSDS Scan 12-31-2011



This portfolio was posted on Morningstar's website in 2011.

Wednesday, June 6, 2012

Dominion Resources 401k (SSP) PSDS Scan 12-31-2011





In this scan JKF is a proxy for VMLVX which does not have 5yr data yet.

Saturday, June 2, 2012

An NDART 401k Category PSDS Portfolio Scan 12-31-2011




NDART Investment Choice 401-k Plans have many choices organized into categories on their website. A category portfolio was created for this scan that has 2 funds for each category shown below. I am not positive all of these mutual funds are available but I am sure they are used in many 401-k Plans.

Target Data Funds  -  VTINX, VTWNX
Balanced Funds -  VBINX, PRPFX
Income Funds  -  FGOVX, PTTRX
International Funds  -  MALOX, HAINX
Large Cap Stock Funds  -  FDGRX, PRWCX
Mid Cap Stock Funds  - VIMSX, NBGENX
Small Cap Stock Funds  -  RYLPX, FLPSX