The Regency Centers 401k scan only has the funds with 5% or more of the plan and the scan only sampled 400 portfolios (normally 1000). The Wells Fargo stable return fund has a very high Sharpe ratio and the Balanced portfolio is almost all in WFSRF. The funds without 5yr market data as a registered investment fund but that do have 5yr market data are designated as WFVEF instead of WFVEX for example in the correlation chart. These are WFVEX and ABIVF.
No comments:
Post a Comment