Moody's 401k Plan was not helped by company stock which has an annualized 5yr APR = -14.37%. The Balanced portfolio however is above average with an APR = 6.23%, a Sharpe ratio of 1.31 and most of the Plan's investment options are in the portfolio. The 3 largest holdings are two bond funds PTTRX and FBIDX and the Fidelity stable value fund FMIP2. The employee portfolio has a little money in company stock which is up YTD. The 401k Plan is above average and company stock is not.
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