This plan was not helped by company stock MI which had a 5yr APR = -31.73% and a Sharpe ratio = -1.04. The plan has several M&I Retirement Program SMA funds they call MAAP funds for Marshall Asset Allocation Program and they were in the scan. The Balanced portfolio had most of its money in the stable value fund WFSRF in the scan and PTTRX. The employee portfolio had 6.9% of their money in company stock. Their largest holding was the stable value fund. In the scan two Marshall funds were represented by proxies; MIBIX by VFSUX and MRMIX by RPMGX which have 5yr data in the Thomson Reuters database I use.
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