


This is a small plan for a regional electric utlility with a stable value fund from Northern Trust SVF.hpx in the scan. Company stock AEE has a negative 5yr APR and is not in the Balanced portfolio. The employee portfolio has 18.8% of the plan in company stock and that reduced their 5yr APR to 1.73% while the Balanced portfolio 5yr APR is 4.65% with a Sharpe ratio of 1.48.
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