The company stock ZEP does not have 5yr data and is not in the scan. There were a few changes in the plan investment options but the result is still a lifeboat Balanced portfolio with the two largest holdings being the Schwab money market fund SWVXX and the PIMCO bond fund PTTRX. In the scan AGG is a proxy for a US Bond Index fund and the Dow Jones Target Date funds without 5yr data were represented by Vanguard funds for 2015, 2025 and 2035. The employee portfolio had almost no money in the money market fund which increased portfolio volatility. The 3D scan image shows incremental improvement over last year.
The company stock ZEP does not have 5yr data and is not in the scan. There were a few changes in the plan investment options but the result is still a lifeboat Balanced portfolio with the two largest holdings being the Schwab money market fund SWVXX and the PIMCO bond fund PTTRX. In the scan AGG is a proxy for a US Bond Index fund and the Dow Jones Target Date funds without 5yr data were represented by Vanguard funds for 2015, 2025 and 2035. The employee portfolio had almost no money in the money market fund which increased portfolio volatility. The 3D scan image shows incremental improvement over last year.
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