Company stock CSX continues to benefit this plan. The Balanced portfolio has a 5yr APR = 6.87% with low volatility and invested 17.6% of the plan in company stock. The volatility is low because 69% of the portfolio is in the stable return fund WFSRF in the scan. The employee portfolio invested 56.4% of the portfolio in CSX and had a 5yr APR = 13.53%, wow. A bit too much company stock for a retiree in my opinion but I can see why Mr. Buffett likes railroads. The 10yr CSX return numbers are double digit too.
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