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Wsfs Financial 401(k) investment options
These are the funds in the Wsfs 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 Wsfs Financial’s own annual retirement-plan filing · open the filing
| Fund | Climate | Workers | Pay equity | Exec pay backed |
|---|---|---|---|---|
| Vanguard 500 Index Fund listed as “Vanguard 500 Index Fund” | 0 of 124 | 0 of 26 | 0 of 21 | 98.5% |
| American Balanced Fund listed as “American Funds Balanced Fund” | 2 of 74 | 0 of 15 | 1 of 11 | 93% |
| NVIT J.P. Morgan Large Cap Growth Fund listed as “JP Morgan Large Cap Growth Fund” | 1 of 39 | 1 of 6 | 0 of 6 | 94.5% |
| Vanguard Mid-Cap Growth Index Fund listed as “Vanguard Mid-Cap Growth Index Fund” | 0 of 6 | 0 of 2 | 0 of 1 | 96.7% |
| Nuveen Large Cap Value Index Fund listed as “Nuveen Large Cap Value Index” | 30 of 113 | 4 of 22 | 10 of 21 | 84.6% |
| Vanguard Mid-Cap Value Index Fund listed as “Vanguard Mid-Cap Value Index Fund” | 0 of 23 | 0 of 3 | 0 of 7 | 98.7% |
| Dodge & Cox International Stock Fund listed as “Dodge Cox International Stock Fund” | 0 of 8 | 0 of 2 | — | 90.7% |
| New World Fund Inc listed as “American Funds New World Fund” | 1 of 35 | 0 of 10 | 1 of 5 | 89.1% |
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.