Several changes to the plan were made since the last scan. According to the latest SEC 11-k there are now 14 asset classes and company stock AMGN available as investment options. These options and their weight in the plan are;
AMGN 154, Large Cap Index 242, Large Cap Growth 198, Capital Preservation 176,
SmMid Cap Value 132, Fixed Income 168, International Growth 89, International Value 68,
Large Cap Value 59, Emerging Market Equity 51, SmMid Cap Index 45, REIT 32
High Yield 26, SmMid Cap Growth 20, Inflation Protected 3.
The Balanced portfolio has 62.9% invested in the Capital Preservation option WFSRF in the scan. The employee portfolio invested much less in WFSRF with their largest holding being the Barclay's Global Investment Equity Index FUNDC in the scan which had a negative 5yr Sharpe ratio. This same index fund is in the US Goverment 401k TSP plan.
No comments:
Post a Comment