

This year the Balanced portfolio includes a few more investment options but the 5yr perfomance is about the same and the GIC is still the largest holding. The employee portfolio invested 8.7% in company stock ATI which has a nice return but is very volatile. That increased their risk a lot and their return a wee bit. The plan has many self directed investment options that are not in the scan. Only options with 5% or more and the target date funds are in the scan and VFITX is a proxy for Blackrock's intermediate bond fund.
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