The Brinker International 401k Plan Balanced portfolio 5yr return has improved to an APR of 5.40% with a Sharpe ratio of 1.36. The last scan was in 2008. That portfolio's 3 largest holdings are PTTRX, FRTXX and VIPSX all income investment options. The largest employee portfolio holdings are FCNTX, AEPGX and NBGNX all good equity funds. Company stock EAT is still recovering from the big losses of 2008 and 2009 and stll has a negative 5yr APR. It is up year-to-date and just might be in the Balanced portfolio next year. In the scan the only Target Date funds are STSVX and FFFDX by rule to keep from distorting the standard deviation benefit. Many plans limit participants to one Target Date fund for the same reason, they are highly correlated by design.
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