This plan was not helped by company stock LNC which has a 5yr APR = -8.77% and it is not in the Balanced portfolio. The investment options are mostly Delaware funds but the plan has invetsment options from Vanguard, Harbor, American and Dodge & Cox. The Balanced portfolio largest holding is the GIC and it is the largest employee portfolio holding as well. The employee portfolio's second largest holding is company stock LNC at 17.9% of their portfolio and that hurt 5yr performance. There are 12 investment options in the Balanced portfolio which has a 5yr APR = 4.63% with a positive 5yr Sharpe ratio. In the scan several proxies were used for Delaware funds that do not yet have 5yr data.
This plan was not helped by company stock LNC which has a 5yr APR = -8.77% and it is not in the Balanced portfolio. The investment options are mostly Delaware funds but the plan has invetsment options from Vanguard, Harbor, American and Dodge & Cox. The Balanced portfolio largest holding is the GIC and it is the largest employee portfolio holding as well. The employee portfolio's second largest holding is company stock LNC at 17.9% of their portfolio and that hurt 5yr performance. There are 12 investment options in the Balanced portfolio which has a 5yr APR = 4.63% with a positive 5yr Sharpe ratio. In the scan several proxies were used for Delaware funds that do not yet have 5yr data.
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