Friday, June 4, 2010

UniFirst 401k (PSP) Plan PSDS Scan 12-31-2009




This plan was helped by company stock UNF and the Balanced portfolio invested 8.5% of the plan in the stock producing a 5yr APR = 6.45% with low volatility. Interestingly the employee portfolio invested just 4.6% in the stock producing a 5yr APR = 4.13% with about the same volatility which is good. The plan had good year over year improvement with no changes in the plan investment options.

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