This plan was helped by company stock AYE and the Balanced portfolio had 5.3% in the stock
and 88.2% in the stable value fund SVF.hpx in the scan. The employee portfolio had AYE as their largest holding which helped their portfolio to a 5yr APR of 7.6% and a positive 5yr Sharpe ratio. The T. Rowe Price target retirement funds without 5yr data were represented by Fidelity Freedom funds for the same target year.
and 88.2% in the stable value fund SVF.hpx in the scan. The employee portfolio had AYE as their largest holding which helped their portfolio to a 5yr APR of 7.6% and a positive 5yr Sharpe ratio. The T. Rowe Price target retirement funds without 5yr data were represented by Fidelity Freedom funds for the same target year.
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