This scan uses 6/30/2009 data and the Balanced portfolio lifeboat is getting smaller as markets are starting to turn up. The Balanced portfolio still has 73.6% of the plan in the stable value fund NGSVF in the scan and 5.8% in company stock WDC which has a high return APR = 21.4% but with very high volatility STD = 78.2%. The employee portfolio as of 6/30/2009 had 15.4% invested in company stock and 26.2% invested in the stable value fund. The T. Rowe Price Equity Index Trust was represented by SPY in the scan.
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