The last scan of the year and the Balanced portfolio was mostly in the RVST Income Fund represented in the scan by WFSRF and it was the largest holding in the employee portfolio as well. The company stock had a very negative 5yr APR = -36.39% but was up 251% in 2009.
The Balanced portfolio second largest holding was a money market fund represented by FRTXX in the scan. There are several good funds in the plan that the employee portfolio under weighted. Their portfolio as of 12/31/2008 had a 5yr APR = 0.85%.
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