This plan was helped by company stock LZ and the Balanced portfolio has 7.4% of the plan in the stock and the employee portfolio has 18.5% invested in the stock. I have owned the stock in the past but as a retiree it is a bit too volatile for my IRA. The largest holding in both portfolios is the stable value fund SVF.hpx in the scan. The SSgA Target date funds do not yet have 5yr data and the US Gov 401k plan target date funds were used in the scan. The international small cap fund in the plan was represented by FISMX which has 5yr data.
No comments:
Post a Comment