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WAMU SAVINGS PLAN
Investment Model Portfolios

Investment options of WAMU SAVINGS PLAN

Total Available Funds: 17
Asset Class Ticker Description
US EQUITY
LARGE GROWTH MFGIX BARCLAYS RUSSEL 2000 GROWTH FUND
SMALL BLEND IWM BGI RUSSELL 2000 VALUE FUND
LARGE BLEND VFINX BGI S&P 500 INDEX FUND
LARGE GROWTH IWF RUSSELL 1000 GROWTH FUND
LARGE VALUE IWD RUSSELL 1000 VALUE FUND
INTERNATIONAL EQUITY
Foreign Large Blend BTAEX BGI EAFE EQUITY INDEX FUND
Others
Retirement Income STLAX BGI LIFEPATH INDEX RETIREMENT
Target Date 2011-2015 BIPBX BGI LIFEPATH INDEX 2015
Target Date 2016-2020 STLCX BGI LIFEPATH INDEX 2020
Target Date 2021-2025 BIPDX BGI LIFEPATH INDEX 2025
Target Date 2026-2030 STLDX BGI LIFEPATH INDEX 2030
Target Date 2031-2035 BIPGX BGI LIFEPATH INDEX 2035
Target Date 2036-2040 STLEX BGI LIFEPATH INDEX 2040
Target Date 2041-2045 BIPJX BGI LIFEPATH INDEX 2045
Target Date 2050+ STLFX BGI LIFEPATH INDEX 2050
unknown unknown FIDELITY MIP II
unknown unknown STATE STREET BANK GOVT STIF

Investment model portfolios

We provide two types of investment model portfolios for WAMU SAVINGS PLAN participants. You can customize and follow a model portfolio in your plan account.

Types of portfolio strategies

These portfolios are proactively monitored and rebalanced on a monthly basis when needed, ensuring it remains in line with its target allocation.

Let us know (Email us) if you need help to create a custom model portfolio for your plan.