This is an interesting plan. They have no stable value investments but the asset allocation funds and a government securities fund produced a Balanced portfolio with a 5yr APR of 8.24%. The Balanced portfolio has 12 funds but UNASX, UNGVX and WASAX are the top 3 investments. The employee portfolio has the money market fund UNCXX as its largest holding. In the scan the energy fund WEGAX was represnted by VGENX which has 5yr data.
This plan also is a large plan with 0ver 35 funds and that caused the posted correlation chart to clip the Legend display. Sorry about that.
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