This plan has several very good investment options but company stock COF is not one of them. The Balanced portfolio has improved year-over-year with the market and now has 6 investment options in the portfolio producing a 5yr APR = 6.51% and a Sharpe ratio of 1.08. The employee portfolio has company stock as its largest holding at 18.6% of the portfolio and that produced a negative 5yr APR = -0.24%. In the scan the stable value fund is SVF.hpx and LifePath Funds without 5yr data were represented by the corresponding US Government Lifepath fund or the corresponding Vanguard fund.
No comments:
Post a Comment