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Williams-Sonoma, Inc. 401(K) Plan
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PLAN FUNDS
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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.
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Name
Ticker
Rating
Best Fit Category
Risk (%)
Fees
U.S. Equities - Blend
Schwab Target 2025 Fund
SWHRX
C
U.S. All Cap
11
0.74%
Schwab Target 2030 Fund
SWDRX
C
U.S. All Cap
13
0.77%
Schwab Target 2035 Fund
SWIRX
C
U.S. All Cap
15
0.82%
Schwab Target 2040 Fund
SWERX
C
U.S. All Cap
16
0.84%
Schwab Target 2045 Fund
SWMRX
C
U.S. All Cap
17
0.48%
Schwab Target 2050 Fund
SWNRX
C
U.S. All Cap
18
0.52%
Schwab Target 2055 Fund
SWORX
C
U.S. All Cap
19
0.47%
Schwab Target 2060
swprx
C
U.S. All Cap
19
0%
State Street Global All-Cap Equity U.S. Index
B
U.S. All Cap
20
0.61%
Schwab S&P 500 Index Fund
SWPPX
C
U.S. Large Cap
21
0.09%
Schwab Target Income Fund
C
U.S. All Cap
7
0.55%
Schwab Target 2015 Fund
SWGRX
C
U.S. All Cap
8
0%
Schwab Target 2020 Fund
SWCRX
C
U.S. All Cap
8
0.68%
U.S. Equities - Growth
T. Rowe Price Institutional Large Cap Growth Fund
TRLGX
A--
U.S. Large Cap - Growth
24
0.56%
Vanguard Extended Market Index Fund Admiral Shares
VEXAX
A+
U.S. Small Cap - Growth
27
0.1%
Williams-Sonoma, Inc.
WSM
A+
U.S. Small Cap - Growth
54
0%
U.S. Equities - Value
Dodge & Cox Stock Fund
DODGX
A++
U.S. All Cap - Value
27
0.52%
Global & Intl. Equity
The Hartford International Opportunities Fund Class I
IHOIX
A-
International Large Cap - Growth
19
0.9%
Bonds
Galliard Retirement Income
C
U.S. Cash / Money Market
0
0%
Metropolitan West Total Return Bond Fund Class I
MWTIX
B-
Bond - Multi Sector
3
0.4%
Vanguard Total Bond Market Index Fund Institutional Shares
VBTIX
C-
Bond - Multi Sector
3
0.07%
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