Last years scan did not include the stable value fund and the Balanced fund put 100% of the plan in company stock SRE. This years scan includes the stable value fund SVF.hpx in the scan and the Balanced fund has 84.4% of the plan in the stable value fund and the stock which did well again in 2009 has 12.7%. It made a huge difference in the 3D scan image. The employee portfolio has 45.5% of the postfolio in company stock about the same as last year. This bipoloar behavior happens a lot in energy companies that have strongly outperfomed the market for more that 5 years. Only investment options with 5% or more of the plan are in the scan.
Last years scan did not include the stable value fund and the Balanced fund put 100% of the plan in company stock SRE. This years scan includes the stable value fund SVF.hpx in the scan and the Balanced fund has 84.4% of the plan in the stable value fund and the stock which did well again in 2009 has 12.7%. It made a huge difference in the 3D scan image. The employee portfolio has 45.5% of the postfolio in company stock about the same as last year. This bipoloar behavior happens a lot in energy companies that have strongly outperfomed the market for more that 5 years. Only investment options with 5% or more of the plan are in the scan.
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