The Williams 401k Plan was not helped by company stock WMB the last 5 years but still had a slightly above average Balanced portfolio return with a 5yr APR of 6.08% and a Sharpe ratio of 1.38. That portfolio's three largest holdings were PTTRX, the Fidelity stable value fund FMIP2 and FFFAX the Fidelity Freedom Income Fund. Target Date Retirement Income Funds have out performed all the Target Date Funds in every Plan I have scanned (several hundred) but employees invest very little in them. If you are near retirement I suggest you pay more attention to fund performance than fund name.
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