The Ameriprise 401k Plan Balanced portfolio has a 5yr APR of 4.39% and a positive Sharpe ratio of 0.94; a little below average but not too bad. That portfolio's three largest holdings are the stable value fund SVF.hpx in the scan, a money market fund WMMXX and a bond fund RDBIX. The employee portfolio's largest holding is company stock AMP, which has a nice 5yr APR over 8% but with high volatility. The Balanced portfolio only invested 2.8% of the Plan in the stock. There is not much more to say.
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