This plan was not helped by company stock WFC which was down -6.8% in 2009 and has a negative 5yr Sharpe ratio. The Balanced portfolio has 70% of the plan invested in the stable value fund represented by the index SVF.hpx in the scan and has a 5yr APR = 4.60%. This is slightly more than the Balanced portfolio in the last WFC scan. The employee portfolio has 22.7% invested in company stock which is too much for a retiree in my opinion. That said this is a good plan with 9 funds in the Balanced portfolio including a few Dow Jones target retirement funds.
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