DUANE MORRIS RETIREMENT PLAN Investment Options
Available Funds in DUANE MORRIS RETIREMENT PLAN
Below is the lineup of investment options available to participants in DUANE MORRIS RETIREMENT PLAN. This typically includes a mix of mutual funds, index funds, and collective investment trusts (CITs) — which are pooled investment vehicles custom-built for large retirement plans, often with lower expense ratios than their retail mutual fund equivalents.
When evaluating these options, focus on expense ratios (lower is better), asset class coverage (U.S. stocks, international stocks, bonds, and stable value), and whether low-cost index funds are available. Research consistently shows that low-cost, broadly diversified index funds outperform most actively managed funds over the long term.
| 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 |
How to Build a Smart Portfolio in Your 401(k)
Your investment lineup is only as good as how you use it. Here are the key steps to building a portfolio that works for your retirement goals:
- Know your risk tolerance and timeline. If you are decades from retirement, you can generally afford more stock exposure. Closer to retirement, you may want to shift toward bonds and stable value for capital preservation.
- Diversify across asset classes. Spread investments across U.S. stocks, international stocks, bonds, and possibly real estate or stable value. This reduces the impact of any single market downturn.
- Favor low-cost index funds. Even a 0.5% difference in annual fees compounds to tens of thousands of dollars over a 30-year career. If your plan offers an S&P 500 index fund or a total stock market index fund at low cost, that is typically a strong core holding.
- Consider a target-date fund if you prefer simplicity. Target-date funds automatically adjust your stock/bond allocation as you approach retirement, making them a solid one-fund solution for hands-off investors.
- Rebalance at least annually. Over time, your portfolio drifts from its target allocation as some assets outperform others. Rebalancing keeps your risk level consistent.
Learn more in our Four-Step Guide for 401(k) Retirement Investing, or use the Asset Allocation Calculator to find the right mix for your age and risk tolerance.
Model Asset Allocation Portfolios
Not sure how to allocate your investments? These model portfolios are built from core, broadly diversified asset classes using ultra-low-cost index funds. Choose a template that matches your risk tolerance, then adapt it to the specific funds available in DUANE MORRIS RETIREMENT PLAN. See Asset Allocation Portfolio Templates for a detailed guide.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Four Core Asset Portfolio | 4.74% | 18.86% | 12.42% | 5.72% | 8.01% | 7.30% | 6.92% | … | … |
| Five Core Asset Portfolio | 4.70% | 18.79% | 12.38% | 5.55% | 7.97% | 7.19% | 6.94% | … | … |
| Three Core Asset Portfolio | 4.57% | 19.80% | 13.11% | 6.19% | 8.52% | 7.64% | 7.10% | … | … |
| Two Core Asset Portfolio | 3.87% | 19.18% | 13.68% | 6.85% | 9.34% | 8.84% | 7.95% | … | … |
| Yale Endowment Template | 5.35% | 17.45% | 11.87% | 5.56% | 8.33% | 7.96% | 7.55% | … | … |
| S&P 500 Index | 5.96% | 30.43% | 21.65% | 12.98% | 15.09% | 13.73% | 10.93% | … | … |
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Puzzled on what to invest?
- We ask a few questions to decide your personal return and risk expectations
- We build a custom portfolio for your plan (401(k), 403(b), 529 …) or for a brokerage account
- We monitor and send timely rebalance emails on what investment funds to buy and sell
Looking for ideas to generate income?
- ETF or mutual fund income portfolios for 4-7% annual income
- Dividend stock funds
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