This company stock TRA is way off the chart but with a small positive 5yr Sharpe ratio. The Balanced portfolio has 4.2% of the plan in the stock and the largest holding is a Wells Fargo stable value fund represented by the index SVF.hpx in the scan. The employee portfolio largest holding is also the stable value fund with the company stock a distant second. The correlation chart is unusal in that virtually all the volatility is correlated with company stock.
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