This plan was not helped by company stock MDT. The Balanced portfolio has 73.2% of the plan invested in the GIC represented by the index GIC.ekx in the scan. The GIC and company stock MDT are both in a Master Trust. I am not sure how plan participants make their selections for these two investment options. The Balanced portfolio has 8 investment options and a 5yr APR = 4.41 % with a positive Sharpe ratio of 1.62. The employee portfolio has 25.3% of that portfolio invested in the company stock yielding a 5yr APR = 2.10% with a small negative Sharpe ratio.
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