This plan was helped by company stock IVZ although it has off the chart volatility. The Balanced portfolio invested 5.4% in the stock and 39.6% in the stable value fund FMIP2 in the scan. It was also the largest holding in the employee portfolio as of 12-31-2008 which had only 1.1% in company stock. Company stock was off 52.3% in 2008 but bounced back strongly in 2009. The plan investements were mostly Invesco funds and trust funds. In several cases Invesco trust funds were represented in the scan by an ETF fund for the catagory they track.
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