This plan was benefited by company stock, CSX, which has done well the last 5 years in spite of being down in 2008. The Balanced portfolio has overweighted the stable interest fund,WFSRF in the scan, in my opinion. WFSRF is a stable return fund that has a very high Sharpe ratio, 4.77, because of insurance wrappers. The employee portfolio may be a better balanced portfolio in this case.
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