The CVS 401k Plan Balanced portfolio return improved a bit over last year with a 5yr APR = 5.86% and a Sharpe ratio of 1.69 and it includes company stock CVS. The employee portfolio largest holdings are the stock CVS at 12.7% of the portfolio then VINIX at 11.5% and the stable value fund SVF.hpx at 11.2% in the scan.There were a few small changes in the plan compared to last year that were helpful. All in all a good 401k plan with pretty good diversification that a good Sector fund could help improve.
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