You Own Wall Street › Employer plans › WSFS Financial
WSFS Financial 401(k) retirement plan: the investment options
Does your 401(k) vote the way you would? American Balanced Fund is the largest fund in the WSFS Financial plan that publishes its votes. Answer 3 of its ballots from this season, then see your result.
The question on the ballot
As filed
These are the funds in the WSFS Financial retirement 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 WSFS Financial’s own annual retirement-plan filing · open the filing
| Fund | Climate | Workers | Pay equity | Exec pay backed |
|---|---|---|---|---|
| American Balanced Fund listed as “American Funds Balanced Fund” | 0 of 42 | 0 of 10 | 0 of 2 | 86.2% |
| Vanguard Morningstar Mid-Cap Growth Index Fund listed as “Vanguard Mid-Cap Growth Index Fund” | 0 of 1 | — | 0 of 2 | 96.1% |
| Nuveen Large Cap Value Index Fund listed as “Nuveen Large Cap Value Index” | 19 of 69 | 2 of 14 | 3 of 5 | 87.3% |
| Vanguard Morningstar Mid-Cap Value Index Fund listed as “Vanguard Mid-Cap Value Index Fund” | 0 of 12 | 0 of 3 | — | 98.6% |
| Dodge & Cox International Stock Fund listed as “Dodge & Cox International Stock Fund” | 0 of 7 | 0 of 1 | 0 of 1 | 95.9% |
| Franklin Small Cap Value Fund listed as “Franklin Small Cap Value Fund” | — | — | — | 92.3% |
| Fidelity Total Bond Fund listed as “Fidelity Advisor Total Bond” | — | — | — | 100% |
| Fidelity International Small Cap Fund listed as “Fidelity Advisor International Cap App” | 0 of 6 | — | 0 of 1 | 83.1% |
| New World Fund Inc listed as “American Funds New World Fund” | 0 of 19 | 0 of 13 | 0 of 1 | 90.3% |
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.
Vote the full deck for this plan’s fund →
Other employer plans
The largest employer plans on the site, and a few more. Each page shows what the plan’s funds did with the shares its savers paid for.