resulted in a very large block of PMI stock which has a 5yr APR = -39.18% and a Sharpe ratio of -0.732 being substituted for MO stock. I looked at the Morningstar data for a hour thinking I must be missing something and I may still be. The plan investment options are as described by HR documents on line. The trustee is State Street Bank and their funds were used if they had 5yr data and proxies were used when necessary.
Euro Equity - EFA
International Equity - SSAIX
US Mid/Small Cap Equity - SESPX
Balanced - VBINX
US Large Cap Equity Index - SVSPX
US Government Obligations - SSINX
Interest Income - SVF.hpx
Kraft Foods Stock - KFT
Altria Stock *frozen - MO
Phillip Morris International PMI Stock - PMI
Retirement Target Today Fund - VTINX
Retirement Target 2015 Fund - VTXVX
Retirement Target 2025 Fund - VTTVX
Retirement Target 2035 Fund - VTTHX
Retirement Target 2045 Fund = VTIVX
The Balanced portfolio is fine but the employee portfolio was hurt by PMI stock. I only posted the 2D scan chart for this plan. The others were badly distorted by PMI stock.
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