Zale 401k (SIP) Plan PSDS Scan 12/31/2008

The Zale 401k plan is not highly rated but it's investment performance is not bad. It has a Fidelity Managed Income Portfolio investment (FMIP in the scan) which produced a Balanced portfolio with good 5yr performance. Company stock performance, ZLC, was very poor on a 5yr APR basis and the employees did not have a lot invested in company stock. Most of their money was in the target retirement funds which did not perform well as you can see in the scan.