Company stock HAR did not help this plan. It has a negative 5yr APR = -22.52% and off the chart volatility STD = 69.74%. The Balanced portfolio has many investment options but almost all the money is in the Putman stable value fund SVF.put in the scan, the bond fund PTTRX and the Putnam money market fund PDDXX. The employee portfolio has 11.7% of the portfolio in company stock producing a negative 5yr Sharpe ratio PSR = -0.19. They are not manging volatility risk too well but their largest holding is the stable value fund.
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