The Balanced portfolio invested 11.0% of this plan in company stock FMC and the employee portfolio has 35.2% in company stock. Normally I would say thats way too much but FMC was one of the first Patran customers about 30 years ago and I cannot be objective in this case. The plan has 15 investment options in the Balanced portfolio more than most and it is one of the better ones I have seen. It has a stable value fund FMIP2, a money market fund FGRXX and the ever popular PTTRX bond fund. They and FMC stock are the largest holdings of the Balanced portfolio.
No comments:
Post a Comment