This plan was interesting to me. The Balanced portfolio has no company stock EFX because it has a negative 5yr Sharpe ratio but it does have 6.3% invested in MGEMX an emerging markets fund from Morgan Stanley. They are both volatile but MGMEX has a much higher return and a positive 5yr Sharpe ratio, interesting. The employee portfolio has 14.6% invested in company stock, their largest holding, and that reduced their 5yr return. The 3 largest holdings in the Balanced portfolio are as usual the stable value fund FMIP2 in the scan, the money market fund FRTXX and the the bond fund PTTRX.
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