The H&R Block 401k plan has not been helped by company stock HRB for a long time. The stock has a 5yr APR = -10.77% and is not in the Balanced portfolio which has a 5yr APR = 5.35% with a Sharpe ratio of 1.84. The employee portfolio's largest holding is DODGX and that fund has not done well the last 5 years either. The 401k plan has several good investment options including a very good bond fund PTTRX. Employees near retirement may want to take a closer look at their individual portfolio.
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