Dress Barn 401k (SP) Plan PSDS Scan 7/31/2008

The latest SEC 11-k report for this plan is for 7/31/2008 and it provides an interesting look at a plan before the 2008 sell off began. I used FUNDG as a proxy for the stable value fund because that data were available by month. The Balanced portfolio has investments in all the plan funds and 49.3% in the stable value fund. It was also the largest employee holding at 8.3% of the plan. The employee portfolio had a 5yr APR = 10.54% and a Sharpe ratio of 1.58.