

This plan was not helped by company stock BWS which is very volatile. The Balanced portfolio has money in only 4 investment options; the money market fund VMVXX, the bond fund PTTRX, the international fund AEPGX and the growth fund AGTHX. The employee portfolio has 22.6% of their money in company stock which reduced their return and increased their risk. The plan is small but has several good investment options.
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