It has been 2 years since the last scan for this plan. The Balanced portfolio has improved significantly and invested 3% of the portfolio in company stock RS this year. The employee portfolio has 13.3% of that portfolio in the stock which is very volatile but with a nice 5yr APR = 11.9% and a positive 5yr Sharpe ratio. The plan trustee is Fidelity and most of the investment options are Fidelity funds. This is a small plan with good domestic diversification.
No comments:
Post a Comment