

Compared to last year the Balanced portfolio has increased its APR by about 1% and the stable value fund (SVF.put) now only has 53.9% of the plan. Last year it had 90.8% of the plan. The employee portfolio has 22.7% invested in company stock JWN which is their largest holding. That increased their volatility risk but not their return. A good plan with few changes and with year over year performance improvment.
No comments:
Post a Comment