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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     
Vanguard LifeStrategy Growth Fund Investor SharesVASGXCU.S. All Cap11fund risk0.17%
American Funds Capital World Growth and Income Fund Class F-1CWGFXCU.S. Large Cap13fund risk0.82%
American Funds Capital World Growth and Income Fund Class F-2WGIFXCU.S. Large Cap14fund risk0.54%
Vanguard Health Care Fund Admiral SharesVGHAXDU.S. Large Cap14fund risk0.3%
Vanguard Global Equity Fund Investor SharesVHGEXCU.S. All Cap15fund risk0.61%
Wells Fargo Diversified Equity Fund - Class AdminNVDEXCU.S. All Cap15fund risk1%
Wells Fargo Global Opportunities Fund - Class AdminEKGYXA+U.S. Small Cap15fund risk1.4%
Wells Fargo Index Fund - Class AdminWFIOXCU.S. Large Cap15fund risk0.25%
Vanguard 500 Index Fund Admiral ClassVFIAXCU.S. Large Cap15fund risk0.05%
Vanguard Total Stock Market Index Fund Institutional SharesVITSXCU.S. All Cap16fund risk0.04%
Vanguard Total Stock Market Index Fund Admiral SharesVTSAXCU.S. All Cap16fund risk0.05%
Vanguard Mid-Cap Index Fund Admiral SharesVIMAXC+U.S. Mid Cap16fund risk0.09%
Vanguard Mid-Cap Index Fund Institutional SharesVMCIXC+U.S. Mid Cap16fund risk0.08%
John Hancock Fundamental Large Cap Core Fund Class ATAGRXBU.S. All Cap17fund risk1.1%
John Hancock Fundamental Large Cap Core Fund Class IJLVIXBU.S. All Cap17fund risk0.8%
Neuberger Berman Genesis Fund Institutional ClassNBGIXF+U.S. Mid Cap18fund risk0.85%
Victory Munder Mid-Cap Core Growth Fund Class AMGOAXF+U.S. Mid Cap19fund risk1.32%
Vanguard Small-Cap Index Fund Institutional SharesVSCIXB+U.S. Small Cap19fund risk0.08%
Vanguard Small-Cap Index Fund Admiral SharesVSMAXB+U.S. Small Cap19fund risk0.09%
Vanguard LifeStrategy Conservative Growth Fund Investor SharesVSCGXCU.S. All Cap6fund risk0.15%
Wells Fargo Moderate Balanced Fund - Class AdminNVMBXCU.S. All Cap7fund risk0.9%
Vanguard LifeStrategy Moderate Growth Fund Investor SharesVSMGXCU.S. All Cap9fund risk0.16%
Vanguard Wellington Fund Admiral SharesVWENXBU.S. Large Cap10fund risk0.18%
Wells Fargo Growth Balanced Fund - Class AdminNVGBXBU.S. All Cap10fund risk0.95%
U.S. Equities - Growth     
Wells Fargo Small Company Growth Fund - Class AdminNVSCXA--U.S. Small Cap - Growth20fund risk1.2%
Vanguard Extended Market Index Fund Admiral SharesVEXAXA--U.S. Small Cap - Growth20fund risk0.1%
Vanguard Extended Market Index Fund Institutional SharesVIEIXA--U.S. Small Cap - Growth20fund risk0.08%
Wells Fargo Large Cap Growth Fund - Class AdminSTDFXF--U.S. All Cap - Growth20fund risk0.95%
T. Rowe Price Blue Chip Growth FundTRBCXD--U.S. Large Cap - Growth21fund risk0.74%
Wells Fargo Growth Fund - Class AdminSGRKXF-U.S. Mid Cap - Growth24fund risk0.96%
Wells Fargo Discovery Fund - Class AdminWFDDXF-U.S. Mid Cap - Growth26fund risk1.13%
U.S. Equities - Value     
Vanguard Equity-Income Fund Admiral SharesVEIRXC++U.S. Mega Cap - Value14fund risk0.21%
Fidelity Low-Priced Stock FundFLPSXA++U.S. All Cap - Value15fund risk0.79%
BlackRock Equity Dividend Fund Investor A SharesMDDVXD++U.S. All Cap - Value16fund risk0.99%
RidgeWorth Ceredex Mid-Cap Value Equity Fund I SharesSMVTXB++U.S. Large Cap - Value16fund risk1.09%
American Beacon Large Cap Value Fund Investor ClassAAGPXC++U.S. All Cap - Value18fund risk0.93%
Columbia Mid Cap Index Fund Class ANTIAXD++U.S. Mid Cap - Value19fund risk0.45%
Dreyfus Small Cap Stock Index Fund Investor SharesDISSXB++U.S. Small Cap - Value23fund risk0.5%
Goldman Sachs Small Cap Value Fund InstitutionalGSSIXF++U.S. Small Cap - Value25fund risk0.98%
Delaware Small Cap Value Fund Institutional ClassDEVIXC++U.S. Small Cap - Value25fund risk1%
Specialty     
Vanguard REIT Index Fund Institutional SharesVGSNXB++U.S. Real Estate18fund risk0.08%
Vanguard REIT Index Fund Admiral SharesVGSLXB++U.S. Real Estate18fund risk0.1%
Global & Intl. Equity     
Oppenheimer Developing Markets Fund Class IODVIXCEmerging Markets17fund risk0.87%
Oppenheimer Developing Markets Fund Class AODMAXCEmerging Markets17fund risk1.35%
Bonds     
PIMCO Low Duration Fund Class APTLAXC+U.S. Treasury - TIPS1fund risk0.8%
Vanguard Short-Term Federal Fund Admiral SharesVSGDXCBond - U.S. Mortgages1fund risk0.1%
Vanguard Short-Term Investment-Grade Fund Institutional SharesVFSIXB-Bond - Multi Sector1fund risk0.07%
PIMCO GNMA Fund Class APAGNXCBond - U.S. Mortgages2fund risk0.9%
Dodge & Cox Income FundDODIXCBond - U.S. Corporate3fund risk0.43%
Wells Fargo Core Bond Fund - Class AdminMNTRXC-Bond - Multi Sector3fund risk0.7%
Vanguard Total Bond Market Index Fund Institutional SharesVBTIXC-Bond - Multi Sector3fund risk0.07%
Vanguard Inflation-Protected Securities Fund Institutional SharesVIPIXC+U.S. Treasury - TIPS4fund risk0.07%
Lord Abbett High Yield Fund Class FLHYFXB++Bond - U.S. High Yield4fund risk0.85%
PIMCO Real Return Fund Class APRTNXC+U.S. Treasury - TIPS4fund risk0.85%
Wells Fargo High Yield Bond Fund - Class AdminEKHYXD++Bond - U.S. High Yield4fund risk0.8%
Other     
Wells Fargo Diversified International Fund - Class AdminWFIEX Other0fund risk1.25%
Wells Fargo Government Money Market Fund - Class SvcNWGXX Other0fund risk0%
JPMorgan Prime Money Market Fund Premier ClassVPMXX Other0fund risk0%
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