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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.

[Edit Plan Information]
NameTickerRatingBest Fit CategoryRisk (%)Fees
U.S. Equities - Blend     
Wells Fargo Dow Jones Target 2035 Fund - Class R6WFQRXCU.S. All Cap10fund risk0.41%
Wells Fargo Dow Jones Target 2040 Fund - Class R6WFOSXCU.S. All Cap11fund risk0.42%
Wells Fargo Dow Jones Target 2045 Fund - Class R6WFQPXBU.S. All Cap12fund risk0.42%
Wells Fargo Dow Jones Target 2050 Fund - Class R6WFQFXBU.S. All Cap13fund risk0.41%
Vanguard Institutional Index Fund Institutional SharesVINIXCU.S. Large Cap15fund risk0.04%
Vanguard Mid-Cap Index Fund Admiral SharesVIMAXC+U.S. Mid Cap16fund risk0.09%
Victory Munder Mid-Cap Core Growth Fund Class YMGOYXF+U.S. Mid Cap19fund risk1.07%
Vanguard Small-Cap Index Fund Admiral SharesVSMAXB+U.S. Small Cap19fund risk0.09%
Wells Fargo Dow Jones Target Today Fund - Class R6WOTDXDU.S. All Cap6fund risk0.37%
Wells Fargo Dow Jones Target 2020 Fund - Class R6WFOBXCU.S. All Cap6fund risk0.4%
Wells Fargo Dow Jones Target 2010 Fund - Class R6WFOAXDU.S. All Cap6fund risk0.38%
Wells Fargo Dow Jones Target 2025 Fund - Class R6WFTYXCU.S. All Cap7fund risk0.39%
Wells Fargo Dow Jones Target 2015 Fund - Class R6WFSCXFU.S. All Cap8fund risk0.38%
Wells Fargo Dow Jones Target 2030 Fund - Class R6WFOOXCU.S. All Cap9fund risk0.41%
Vanguard Balanced Index Fund Admiral SharesVBIAXCU.S. All Cap9fund risk0.09%
Vanguard Wellington Fund Admiral SharesVWENXBU.S. Large Cap10fund risk0.18%
U.S. Equities - Growth     
Fidelity Contrafund Fund Class KFCNKXC--U.S. Large Cap - Growth19fund risk0.56%
Columbia Acorn USA Class ZAUSAXB--U.S. Small Cap - Growth22fund risk1.06%
U.S. Equities - Value     
Vanguard Windsor II Fund Admiral SharesVWNAXA++U.S. Large Cap - Value15fund risk0.28%
Franklin Small Cap Value Fund Advisor ClassFVADXF++U.S. Small Cap - Value24fund risk0.89%
Specialty     
Cohen & Steers Realty Shares FundCSRSXB++U.S. Real Estate18fund risk0.97%
Global & Intl. Equity     
Scout International FundUMBWXAInternational Large Cap - Value16fund risk1.01%
T. Rowe Price Emerging Markets Stock FundPRMSXFEmerging Markets17fund risk1.25%
Bonds     
Dodge & Cox Income FundDODIXCBond - U.S. Corporate3fund risk0.43%
Vanguard Total Bond Market Index Fund Institutional SharesVBTIXC-Bond - Multi Sector3fund risk0.07%
PIMCO High Yield Fund Institutional ClassPHIYXC++Bond - U.S. High Yield3fund risk0.55%
Loomis Sayles Bond Fund Retail ClassLSBRXABond - U.S. Corporate4fund risk0.92%
Other     
Fidelity Treasury Only Money Market FundFDLXX Other0fund risk0%
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