This company is a spin off from BMY and the plan has company stock ZMH in the Master Trust but as of 2009 it is not open to new money and is not participant directed. Fidelity is the plan trustee and I used Fidelity funds for the Mutual fund catagories except for PTTRXUS large cap funds - FDGRX, FSLVX
US mid cap funds - FMCSX, FSMVX
US small cap funds - FSLCX, FCPVX
US small cap funds - FSLCX, FCPVX
US diversified common stock funds - FDESX
International small cap funds - FISMX
International diversified common stock funds - FDIVX
2000 - 2010 - FFFAX 2011 - 2020 - FFFBX
2021 - 2030 - FFFCX2031 - 2040 - FFFDX
2041 - 2050 - FFFEX
Intermediate bond funds - PTTRX
Multi-strategy funds - FASMX
Stable value fund - FMIP
The plan was not helped by company stock ZMH but does have a Balanced portfolio with a 5yr APR = 5.31% and with a Sharpe ratio 0f 1.40. All in all a good plan and a volatile stock.
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