The Goodrich Corp. 401k Plan investment category options are Fidelity funds and collective trust funds. In the scan AWCX is represented by FDIVX, which has 5yr market data and all the Fidelity Freedom funds are represented by the 2020 fund FFFDX. Collectively the Freedom funds are 20.8% of the employee portfolio. This is now a strong trend in 401k Plans and Fidelity has worked to better diversify the Freedom funds in the last couple of years.
The Balanced portfolio has a 5yr APR of 5.93% with a Sharpe ratio of 0.75. Its three largest holdings are the stable value fund SVF.hpx in the scan, a bond fund FBIDX and company stock GR. This stock has a 5yr APR of 18.39% with a Sharpe ratio of 0.33 and it is 16.1% of the employee portfolio. All in all a good Plan with a well above average company stock the last 5 years.
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