

The Balanced portfolio this year improved over last year and now has only 53.2% of the portfolio in the stable value fund FMIP2 in the scan. Company stock LIZ had a good 2009 but not good enough to have a positive 5yr APR and the employee portfolio has only 2% in the stock. All in all a good plan but the employee bond asset allocation needs work in my opinion.
No comments:
Post a Comment