Limited Brands 401k in 2008 had only 2 funds in the Balanced portfolio and company stock was not one of them. Two years later company stock LTD has a 5yr APR of 12.7% with a Sharpe ratio of 0.155 and the Balanced portfolio has a 5yr APR of 5.11% and a Sharpe ratio of 1.74. Things are looking up. That said the 2010 Balanced Portfolio only invested 2.0% in company stock and most of the equity options have below average 5yr returns. The Balanced portfolio's 3 largest holdings are the GIC, the bond fund PTTRX and a short-term income fund SSTBX in the scan. The employee portfolio's largest holding is company stock.
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