The Time Warner 401k Balanced portfolio has a 5yr APR = 5.23% with a very high Sharpe ratio. This a lifeboat portfolio with 80% of the portfolio in the GIC and the Blackrock US Debt Index represented by FUNDF in the scan. This same fund is in the US Government 401k (TSP) Plan as FUND F. Company stock is not in the Balanced portfolio. The employee portfolio has a 5yr APR = 2.46% with high volatility. This plan could use a few better equity investment options.
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