This plan's company stock ABC and Balanced portfolio have improved over last year with most of the plans investment options in the Balanced portfolio. The portfolio's 5yr perfomance APR = 6.36% and Sharpe ratio of 1.24 are above average. The employee's portfolio top 3 holdings are the stable value fund (20.9%) FMIP2 in the scan, company stock ABC (11.5%) and the growth fund FDGRX (7.8%). One of the funds in the employee portfolio had a significantly negative 5yr APR and it has over 5% of the portfolio's assets. Some need to take the time to rebalance more often than once in 5 years would be my suggestion.
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