This plan was helped by company stock and the Balanced portfolio has invested 5% of the plan in the stock. The employee portfolio invested 14.8% of their money in the stock which tripled the volatility of their portfolio, too much of a good thing. The plan has a large common stock trust investment with insurance wrappers that is GIC.ekx in the scan and AIZAX was represented by EFA which has 5yr data.
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John thanks for the comment. The investment options are in the latest SEC 11-k report available online at their EDGAR website. The document can be hard to sort out for some plans. Also, they do not provide ticker symbols.
1 comment:
Hi, Very impressive work. Just wonder where you got those plans investment options (funds). Is there a place to look for them?
Also, are there a list of those funds so that people could see the laggards and avoid them.
Great info!
John
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