The Balanced portfolio for the plan is still being helped by company stock BDX but not quite as much as last year. The 3 largest holdings are investment contracts SHY (49.2%) in the scan, company stock BDX (15.6%) and the State Street short term investment fund STIF (11.9%) in the scan. The employee portfolio as of 6-30-2010 invested 23.7% of their portfolio in company stock. This is not a bad plan but it could replace the two options with negative 5yr Sharpe ratios with funds of the same catagory that do have positive 5yr Sharpe ratios. There lots of them available.
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