The collapse of markets worldwide in 2008 is seen in this scan. Intel has over 50 funds in its plan and the top 40 in terms of employee investments plus Intel stock were in the scan. I also ran a scan without company stock and it had a small positve effect, the APR increased to o.77%. The Balanced portfolio was invested in the 11 funds with positive 5yr Sharpe ratios. They were AEPGX 3.3%, MDLOX 11.6%, DPIEX 3.6%, GOLDX 3%, GECMX 4.3%, PEBIX 4.6%, PTTRX 17.9%, VMVXX 23.2%, VIPSX 4.6%, VTRIX 10% and VFITX 22.8% where VMVXX is a proxy for the Reserve Primary Institutional fund. The employees own over 18 million shares of INTC in the plan and it was down 13% on a 5yr APR basis. The correlation chart only shows the label every other fund because there are so many. The 40 fund ticker symbols were PFMAX, REACX, ASVIX, ASCQX, AEPGX, AGTHX, MDLOX, BSQCX, BLUEX, DPIEX, DODGX, FAGIX, FCNTX, FDGRX, FLPSX, FMCSX, FPURX, FKIVX, GOLDX, GECMX, GSMCX, LMVTX, LLPFX, LSBDX, MSISX, PENNX, PEBIX, PYYRX, VMVXX, PRGFX, TEPLX, VIGRX, VIPSX, VINIX, VTRIX, VIMSX, VISGX, VISVX, VSEQX, and VFITX.
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