Monday, September 28, 2009
Zep Inc. 401k Plan PSDS Scan 12/31/2008
Another lifeboat Balanced portfolio for a company whose stock does not yet have 5yr data. The Balanced portfolio is invested entirely in the money market fund and stable value fund. The SSgA money market fund SSMXX is represented in the scan by VMMXX which has 5yr data. The employee portfolio is diversifed which in a Black Swan market produced a 5yr APR of only 0.34%. The largest holding as of 12/31/2008 was a Dow Jones target retirement fund WFGYX represented in the scan by VTTVX which has 5yr data.
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