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Davis Wright Tremaine LLP, 401(k) Profit Sharing

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Plan Funds

This section shows the list of assets (such as mutual funds) in the plan; these are the investment options available in this plan. This list was developed based on user input. The display of the asset list was organized based on asset category. You can click on the name or ticker symbol to view the details of that asset.
The table shows all the available investment options in the plan.

[Edit Plan Information]
NameTickerRatingBest Fit CategoryRisk (%)Fees
U.S. Equities - Blend     
American Funds Fundamental Investors Class R-6RFNGXCU.S. Large Cap15fund risk0.31%
Vanguard Institutional Index Fund Institutional SharesVINIXCU.S. Large Cap15fund risk0.04%
U.S. Equities - Growth     
Baron Small Cap Fund Institutional ClassBSFIXB--U.S. Small Cap - Growth20fund risk1.05%
Ivy Mid Cap Growth Fund Class IIYMIXB-U.S. Mid Cap - Growth20fund risk0.99%
U.S. Equities - Value     
Brandes Investment Advisors Global EquityB++U.S. All Cap - Value17fund risk1%
T. Rowe Price Mid-Cap Value FundTRMCXC++U.S. Mid Cap - Value18fund risk0.8%
Goldman Sachs Small Cap Value Fund InstitutionalGSSIXF++U.S. Small Cap - Value25fund risk0.98%
Global & Intl. Equity     
Invesco International Growth Fund R5 ClassAIEVXB-International Large Cap - Growth14fund risk0.97%
Bonds     
Galliard Retirement Income TrustCU.S. Cash / Money Market0fund risk0%
Payden Low Duration FundPYSBXB-U.S. Treasury - Short / Intermediate1fund risk0.51%
PIMCO Total Return Fund Institutional ClassPTTRXB-Bond - Multi Sector3fund risk0.46%
Other     
Columbia Trust Focus Large Cap A Other0fund risk0.71%
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Following Plans

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  • Access the plan directly from your profile page
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  • Make modifications and contribute to the plan information