Lindquist Mortuaries 401(K) Profit Sharing 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
Wells Fargo Dow Jones Target 2035 Fund - Class R4	WTTRX	C	U.S. All Cap	10	0.52%
Wells Fargo Dow Jones Target 2040 Fund - Class R4	WTFRX	C	U.S. All Cap	11	0.52%
Wells Fargo Dow Jones Target 2045 Fund - Class R4	WFFRX	B	U.S. All Cap	12	0.52%
Wells Fargo Dow Jones Target 2050 Fund - Class R4	WQFRX	C	U.S. All Cap	13	0.52%
American Funds Fundamental Investors Class R-3	RFNCX	C	U.S. Large Cap	15	0.96%
Loomis Sayles Strategic Income Fund Class A	NEFZX	A	U.S. All Cap	4	0.95%
Wells Fargo Dow Jones Target Today Fund - Class R4	WOTRX	D	U.S. All Cap	5	0.45%
Wells Fargo Dow Jones Target 2020 Fund - Class R4	WFLRX	C	U.S. All Cap	6	0.5%
Wells Fargo Dow Jones Target 2025 Fund - Class R4	WFGRX	C	U.S. All Cap	7	0.5%
Wells Fargo Dow Jones Target 2015 Fund - Class R4	WFSRX	F	U.S. All Cap	8	0.48%
Wells Fargo Dow Jones Target 2030 Fund - Class R4	WTHRX	C	U.S. All Cap	9	0.51%
U.S. Equities - Growth
American Funds New Perspective Fund Class R-3	RNPCX	A--	U.S. All Cap - Growth	17	1.11%
Janus Triton Fund Class S	JGMIX	B--	U.S. Small Cap - Growth	19	1.18%
American Century Heritage Fund A Class	ATHAX	D-	U.S. Mid Cap - Growth	22	1.25%
Wells Fargo Growth Fund - Class Inst	SGRNX	F-	U.S. Mid Cap - Growth	24	0.75%
U.S. Equities - Value
Perkins Mid Cap Value Fund Class S	JMVIX	F++	U.S. Mid Cap - Value	17	0.99%
T. Rowe Price Equity Income Fund Advisor Class	PAFDX	C++	U.S. All Cap - Value	17	0.94%
Fidelity Small Cap Value Fund	FCPVX	A++	U.S. Small Cap - Value	25	1.06%
Global & Intl. Equity
Janus Overseas Fund Class S	JIGRX	B++	International Small Cap	15	0.93%
Oppenheimer Developing Markets Fund Class A	ODMAX	C	Emerging Markets	17	1.35%
Oakmark International Fund Class II	OARIX	A	International Large Cap - Value	21	1.34%
Oppenheimer International Bond Fund Class A	OIBAX	F++	International Small Cap	7	1.01%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
PIMCO Total Return Fund Class A	PTTAX	B-	Bond - Multi Sector	3	0.85%
RidgeWorth Seix High Income Fund A Shares	SAHIX	C++	Bond - U.S. High Yield	4	0.97%
PIMCO Real Return Fund Class A	PRTNX	C+	U.S. Treasury - TIPS	4	0.85%

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