This deferred compensation 457 plan was created from the Schwab Mutual Fund OneSource Select List posted on the Web. The list has over 100 funds and I selected 12 that have positive 5yr Sharpe ratios for the scan. My focus is on investments for younger employees at Blacktstone Audio where several of my grandchildren work. The 2 largest holdings in the Balanced portfolio are a PIMCO fund PTTDX and a Schwab GNMA fund. The aggressive portfolio allocation is growth focused and includes an emerging market option SSEMX.
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