The Prudential plan 5yr performance improved compared to last year and the Balanced portfolio now has 8 investment options instead of only 3 last year. Company stock PRU still does not have a positive 5yr Sharpe ratio and is still very volatile. The employee portfolio invested 8.0% of their money in company stock which reduced their 5yr return to APR = 3.01% compared to the Balanced portfolio APR = 4.94% and increased their volatlity risk. Their largest holding is a money market fund PBMXX in the scan while the core bond enhanced index fund PRU.pim in the scan is the largest holding of the Balanced portfolio.
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