Mead Johnson Nutrition was a Bristol Meyers Squib spin off in 2009 and the stock MJN does not have 5yr market data and is not in the scan. The Balanced portfolio is a little below average in performance with a 5yr APR = 4.89% and a Sharpe ratio of 0.96. The employee portfolio invested 5.3% of the Plan in the stock MJN that is doing well, much better than BMY. A pretty good plan and if company stock continues to do well next year performance could be above average.
No comments:
Post a Comment