The Sigma-Aldrich plan was helped by company stock SIAL and the Balanced portfolio invested 7.3% of the portfolio in the stock. The employee portfolio has 13.6% invested in the stock with a 5yr APR = 4.98% and a positive Sharpe ratio. The Balanced portfolio has 14 of the plan investment options in the portfolio with the stable value fund FMIP2 in the scan the largest holding. The largest holding in the employee portfolio is FCNTX a bit of a surprise if you look at the correlation chart. The Balanced portfolio only put 2.4% of the plan in that fund.
No comments:
Post a Comment