The Brigham 401k Plan Balanced portfolio has an above average return even without the recent stock price surge after a buyout offer was announced. The company is in the oil and gas exploration business in the US. That portfolio invested more than 5% of the 401k in 8 investment options but BEXP was not one of them because of its very high volatility. The 3 largest holdings were the bond fund PTTRX, the money market fund SWIXX and the global fund SGOVX. The employee portfolio largest holding by far was company stock BEXP with PTTRX and SWIXX the second and third largest holdings. This may be one of those rare times when sage advice about not investing too much in company stock is called into question.
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