This BorgWarner scan is the first using 10/31/2008 market data. The 10/31/08 market results are so bad that only one fund and BorgWarner stock had a positive 5yr Sharpe ratio. The Balanced Portfolio by rule has money in only those two, BWA and HAINX, while the Employees have money invested in all 6 funds in the scan.
The six funds were VFINX, NMIRX, HAINX, VIMAX and BUFXS. Note that VFINX ia a proxy for INDXQ (Fund C in Federal Employee's 401k) and NMIRX is a proxy for plan GICs. The plan also has a collective trust fund.
The six funds were VFINX, NMIRX, HAINX, VIMAX and BUFXS. Note that VFINX ia a proxy for INDXQ (Fund C in Federal Employee's 401k) and NMIRX is a proxy for plan GICs. The plan also has a collective trust fund.
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