PRISM Analysis Report
                 
    401k PRISM Analysis Report sheds light on which funds "lifted up" or “pulled down" your 401k Prism Report Card.   The report will generally be 50-60 pages of in-depth information, including information on each mutual fund
in your 401K Plan.  This is an excellent report for meeting due diligence requirements.

The keystone of 401k PRISM Report package is the PRISM Analysis Report. Evaluation on		   each fund is based on your choice of 10 different criteria. The report  then compares the fund with others in it's peer group.

PRISM Report includes a PRISM Asset Style Report that evaluates which Fund Styles are available in your Plan Offering.

In addition, a Detail Fund Report, providing current and historical information, is available for each		  

fund in your portfolio. Also included is a Portfolio Snapshot Report that provides analysis on your total portfolio weighted according to current investments of your plan. This will also show your total plan Risk (Standard Deviation) versus Reward (Mean Return) and how it compares to the market (S&P 500).

    
 
 

Example: If a fund meets 6 or 7 (you choose; 6 for reasonable, 7 for tougher) of the criteria, it is eligible to remain in your investment offerings. We can  also provide you with an Investment Policy Statement (IPS) that specifically addresses the PRISM Analysis Report.
 
Note: Move mouse over category heading to see description.
 
      YTD Percentile Performance > 66% of Peers 1 Yr Percentile Performance > 60% of Peers 3 Yr
Percentile Performance > 50% of Peers		       3   7  
Fund Name

Style
 

   Standard Deviation < Peers Sharpe Ratio   >  Peers Alpha Ratio
> Peers		 Morningstar Rating > 3 Risk/Reward => 0,    & Reward>Avg Manager Tenure Bear Mkt %tile <= 30
Allianz CCM Emer Co Instl SG 1 68 77 52 16.19 0.54 -5.68 4 -2 13.3 33
Allianz NFJ Sm Cap Val I SV 0 28 57 11 11.15 1.41 5.40 5 3 15 7
Fidelity Balanced Mod 0 43 18 8 7.52 1.25 -0.72 5 2 4.7 20
Harbor Bond Instl Bnd 0 26 35 16 3.20 0.31 0.50 5 1 18.8 70
Hotchkis Wiley Md Val I MV 0 41 39 6 11.16 1.52 5.50 5 3 9.8 51
T. Rowe Price Eq Inc LV 1 39 41 47 7.42 1.47 2.66 4 0 12.5 47
T. Rowe Price Gr Stk LG 0 7 7 12 8.91 0.99 -1.15 4 3 9.6 76
T. Rowe Price Sm Stk SB 0 58 33 47 11.96 1.04 0.61 3 0 14.1 36
Templeton Foreign Adv Int 1 90 92 92 9.56 1.40 -2.72 2 -3 5.8 21
Vanguard 500 Index LB 0 20 23 37 7.72 1.15 -0.13 4 -1 1.4 70
Vanguard Health Care Hlth 0 3 3 8 7.63 1.59 6.47 5 6 22.4 18
Vanguard LifeSt Mod Grth Mod 0 20 17 22 5.59 1.34 -0.05 4 2 0 17
Vanguard PRIMECAP LB 0 39 8 5 10.27 1.19 1.23 5 2 21.9 85
Vanguard Strategic Eq MB 1 54 62 26 12.34 1.05 0.78 4 1 0.7 36
Vanguard Wellington Mod 0 7 9 11 5.39 1.64 1.98 5 4 3.8 12