This company is a business unit of Merrill Lynch and has the stock of both companies in the plan. Only MS has 5yr data and neither has a positive 5yr Sharpe ratio. The Balanced portfolio has the stable value fund SVF.hpx in the scan as the largest holding and is another lifeboat portfolio. The employee portfolio has the two company stocks DFS and MS as their largest holding and that reduced their 5yr APR to 1.58% with high volatility.
No comments:
Post a Comment