Investment options of DUANE MORRIS RETIREMENT PLAN
Total Available Funds: 61
| Investment Option List |
|---|
| 1,275,369 BlackRock Low Duration Bond Fund (BLDGX) |
| 4,107 Calvert International Responsible (CDHRX) |
| 1,440 Calvert US Large Cap Core (CISIX) |
| 7,546 CCM Community Impact Bond Fund |
| 267,166 DFA Emerging Markets (DFESX) |
| 370,517 DFA International Large Cap Growth (DILRX) |
| 184,474 DFA International Small Company (DISVX) |
| 819,355 DFA One Year Fixed Income Fund (DFIHX) |
| 276,723 DFA U.S. Large Cap Value |
| 239,980 DFA US Small Cap (DISVX) |
| 191,039 Dodge & Cox Balanced Fund (DODBX) |
| 516,011 First Eagle Overseas Fund (SGOIX) |
| 374,521 Ivy Mid Cap Growth Fund (IYMIX) |
| 692,838 Morgan Stanley Institutional International Equity Fund (INLDX) |
| 204,508 Schwab Institutional Large Cap Value Trust (SWLVX) |
| 561,173 Schwab S&P 500 Index Fund (ISLCX) |
| 107,236 Schwab US Mid Cap Index Fund (SWMCX) |
| N/A Schwab Retirement Government Money Fund (SWGXX) |
| 402,815 Nuveen 2015 Lifecycle Institutional Fund |
| 428,472 Nuveen 2020 Lifecycle Institutional Fund |
| 871,569 Nuveen 2025 Lifecycle Institutional Fund |
| 745,099 Nuveen 2030 Lifecycle Institutional Fund |
| 825,263 Nuveen 2035 Lifecycle Institutional Fund |
| 564,538 Nuveen 2040 Lifecycle Institutional Fund |
| 361,346 Nuveen 2045 Lifecycle Institutional Fund |
| 89,947 Nuveen 2050 Lifecycle Institutional Fund |
| 11,952 Nuveen 2055 Lifecycle Institutional Fund |
| 226,862 Nuveen 2010 Lifecycle Institutional Fund |
| 82,389 Undiscovered Managers Behav Val R6 |
| 658,785 William Blair Large Cap Growth Fund (LCGFX) |
| N/A Notes receivable from participants* (interest ranging from 4.25% to 9.50%) |
| BLACKROCK LOW DURATION INSTL Registered Investment Company (BFMSX) |
| CALVERT INTL RESPONSIBLE IDXR6 Registered Investment Company |
| CALVERT USLGCPCORE RSPNBIDX R6 Registered Investment Company |
| CCM COMMUNITY IMPACT BOND INST Registered Investment Company |
| DFA EMERGING MARKETS CORE EQ Registered Investment Company (DFESX) |
| DFA INTL LARGE CAP GR INSTL Registered Investment Company |
| DFA INTL SM COMPANY Registered Investment Company |
| DFA ONE YEAR FIXED INCOME Registered Investment Company (DFIHX) |
| DFA U.S. LARGE CAP VALUE Registered Investment Company (UTDLX) |
| DFA US SMALL CAP Registered Investment Company (DISVX) |
| DODGE & COX BALANCED FUND Registered Investment Company (DODBX) |
| FIRST EAGLE OVERSEAS CLASS R6 Registered Investment Company (SGOIX) |
| IVY MID CAP GROWTH I Registered Investment Company (IYMIX) |
| METROPOLITAN WEST TTL RTN BD I Registered Investment Company (MWIGX) |
| MORGAN STANLEY INTL EQUITY I Registered Investment Company (IVQDX) |
| NUVEEN LIFECYCLE 2010 FUND R6 Registered Investment Company (TLCRX) |
| NUVEEN LIFECYCLE 2015 FUND R6 Registered Investment Company (TLCRX) |
| NUVEEN LIFECYCLE 2020 FUND R6 Registered Investment Company (TLCRX) |
| NUVEEN LIFECYCLE 2025 FUND R6 Registered Investment Company (TLCRX) |
| NUVEEN LIFECYCLE 2030 FUND R6 Registered Investment Company (TLCRX) |
| NUVEEN LIFECYCLE 2035 FUND R6 Registered Investment Company (TLCRX) |
| NUVEEN LIFECYCLE 2040 FUND R6 Registered Investment Company (TLCRX) |
| NUVEEN LIFECYCLE 2045 FUND R6 Registered Investment Company (TLCRX) |
| NUVEEN LIFECYCLE 2050 FUND R6 Registered Investment Company (TLCRX) |
| NUVEEN LIFECYCLE 2055 FUND R6 Registered Investment Company (TLCRX) |
| SCHWAB S&P 500 INDEX FUND Registered Investment Company (ISLCX) |
| SCHWAB US MID CAP IDX Registered Investment Company |
| UNDISCOVERED MGRS BEHAV VAL R6 Registered Investment Company |
| WILLIAM BLAIR LARGE CAP GROWTH Registered Investment Company (LCGFX) |
| OUTSIDE ASSET – Other Other Assets |
Investment model portfolios
We provide two types of investment model portfolios for DUANE MORRIS RETIREMENT PLAN participants. You can customize and follow a model portfolio in your plan account.
Types of portfolio strategies
- Strategic asset allocation portfolio: It invests in a diversified portfolio of multiple assets, buy-and-hold without frequently changing the asset allocation weights.
- Suitable: For long-term (more than 15 years, preferably more than 20 years), want to be tax efficient and can withstand interim drawdown or loss as high as 50% or more.
- Pros:
- Less error-prone
- Infrequent rebalancing or transactions
- Tax efficient for taxable brokerage investments
- Cons:
- Interim loss or drawdown can be substantial
- Possible low returns for an extended period, such as 10 years or longer
- Tactical asset allocation portfolio: it invests in a diversified portfolio of multiple assets, dynamically adjust stock and bond allocations to minimize losses during market stress.
- Suitable: For long-term (more than 10 years or preferably longer) capital. Investors are willing to rebalance as frequent as monthly.
- Pros:
- Reduce large interim loss or drawdown
- Less sensitive to investment entry point
- Likely to improve returns
- Cons
- Demand more frequent rebalancing or transactions
- Less tax efficient — more suitable in a tax-deferred account such as 401(k) or IRA
- Can experience a period of lower returns compared to a broad-based strategic allocation or a buy-and-hold benchmark, especially in some bull markets
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.
Retirement Plan (401(k)) Info for DUANE MORRIS RETIREMENT PLAN