This plan was not helped by company stock EBF but does have a good Balanced portfolio with 14 of the plan options producing a 5yr APR = 5.28% with a Sharpe ratio of 1.94. The portfolio largest holding is an ING GIC at 59.1% of the portfolio and a PIMCO Total return bond fund IPCSX in the scan is the second largest holding. The employee portfolio also has the GIC as its largest holding and VPCAX is its second largest holding. That portfolio only has 3% invested in company stock. All in all a good plan with a diversified collection of domestic investment options that could use a good international option like AEPGX.
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