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Stifel Financial 401(k) investment options
These are the funds in the Stifel Financial plan whose voting records we can trace, taken from the plan's own annual filing. The figures show what each one did with shareholder proposals.
SourceThe fund menu is the list of investments in Stifel Financial’s own annual retirement-plan filing · open the filing
| Fund | Climate | Workers | Pay equity | Exec pay backed |
|---|---|---|---|---|
| Vanguard Institutional Index Fund listed as “Vanguard Institutional Index Fund” | 0 of 128 | 0 of 26 | 0 of 22 | 98.5% |
| Growth Fund of America listed as “American Funds The Growth Fund of America - R6” | 1 of 87 | 0 of 17 | 2 of 12 | 81.3% |
| Bond Fund of America listed as “American Funds The Bond Fund of America - R6” | — | — | — | — |
| Invesco Developing Markets Fund listed as “Invesco Developing Markets Fund - R6” | — | — | — | 81.8% |
| Vanguard Small-Cap Index Fund listed as “Vanguard Small-Cap Index Fund Institutional Shares” | 0 of 17 | 0 of 7 | 0 of 4 | 97.9% |
| Vanguard Mid-Cap Index Fund listed as “Vanguard Mid-Cap Index Fund Institutional Shares” | 0 of 28 | 0 of 5 | 0 of 8 | 98.5% |
| Vanguard Total International Stock Index Fund listed as “Vanguard Total Intl Stock Index Admiral Shares” | 0 of 94 | 0 of 9 | 0 of 5 | 82.2% |
What this means for you
Most people are in whichever fund their plan made the default, and never look again. The figures above are the part nobody shows you when you pick: not the fee, not last year's return, but what the fund did with the shares your savings paid for.