This plan continues to be helped by company stock AZZ which has double digit 1, 3, 5, 10, and 15 year returns. As you can see in the 2D scan chart the Balanced portfolio added AZZ stock up until the portfolio risks started to increase faster than the returns. The employee portfolio is more conservative. The plan changed several investment options adding PTTRX, AGTHX and AEPGX in particular that are in the Employee assets > 5% of plan. These are very good funds and a good plan got better.
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