Friday, December 18, 2009

Fossil 401k (SRP) Plan PSDS Scan 12/31/2008





Another lifeboat portfolio with the Balanced portfolio investing 92.8% of the plan in the stable value fund SVF.hpx in the scan. It is also the largest holding in the employee portfolio at 40.5%. The employees also invested 6.8% in company stock FOSL which is very volatile and had a negative 5yr APR = -2.28 as of 12/31/2008. It is up 100.2% year to date in 2009.

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