What a difference a year can make. Company stock BAX had a bad year in 2010 and the Balanced portfolio invested only 2.9% of the portfolio this year which is based on 5yr return data. Volatility kills compounding its that simple. This year the scan added one more target date fund STWRX which has 5yr data now and FUNDF for the income funds held as collateral by the plan. I do not know the history of the plan but the collateral may have come from a defined benefit plan. A good plan working through a bad year for company stock.
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