Wells

Portfolios Funds Ratings Plan Information

Send me updates

Share this plan

PLAN FUNDS

help

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]

Name	Ticker	Rating	Best Fit Category	Risk (%)	Fees
U.S. Equities - Blend
Wells Fargo Global Opportunities Fund - Class Admin	EKGYX	A+	U.S. Small Cap	15	1.4%
American Century Small Company Fund Institutional Class	ASCQX	B+	U.S. Small Cap	22	0.67%
U.S. Equities - Growth
T. Rowe Price Growth Stock Fund	PRGFX	B--	U.S. Large Cap - Growth	20	0.69%
Wells Fargo Large Cap Growth Fund - Class Inst	STNFX	F--	U.S. All Cap - Growth	20	0.69%
RidgeWorth Silvant Small Cap Growth Stock Fund I Shares	SSCTX	F--	U.S. Small Cap - Growth	23	1.26%
Alger Small Cap Growth Institutional Fund Class I	ALSRX	F-	U.S. Mid Cap - Growth	25	1.25%
Artisan Small Cap Fund Investor Shares	ARTSX	F-	U.S. Mid Cap - Growth	25	1.25%
U.S. Equities - Value
Goldman Sachs Large Cap Value Fund Institutional Class	GSLIX	D++	U.S. Large Cap - Value	15	0.8%
T. Rowe Price Equity Income Fund	PRFDX	C++	U.S. All Cap - Value	17	0.67%
Harbor Small Cap Value Fund Institutional Class	HASCX	F++	U.S. Mid Cap - Value	22	0.84%
Goldman Sachs Small Cap Value Fund Institutional	GSSIX	F++	U.S. Small Cap - Value	25	0.98%
Dreyfus/The Boston Company Small Cap Value Fund Class I	STSVX	D++	U.S. Small Cap - Value	25	0.99%
Specialty
T. Rowe Price Real Estate Fund	TRREX	B++	U.S. Real Estate	21	0.79%
Global & Intl. Equity
Thornburg International Value Fund Class R5	TIVRX	A+	Europe	14	0.96%
Wells Fargo International Equity Fund - Class Inst	WFENX	C++	International Small Cap	14	0.84%
Goldman Sachs International Equity Insights Fund Institutional Class	GCIIX	B-	International Large Cap	15	0.89%
Harbor International Fund Institutional Class	HAINX	A-	International Large Cap	15	0.74%
Janus Overseas Fund Class I	JIGFX	B++	International Small Cap	15	0.54%
Lazard Emerging Markets Equity Portfolio Institutional Shares	LZEMX	A	Emerging Markets	15	1.09%
Wells Fargo Emerging Markets Equity Fund - Class Admin	EMGYX	C	Emerging Markets	18	1.48%
Wells Fargo International Bond Fund - Class Inst	ESICX	F++	International Small Cap	5	0.7%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
PIMCO Total Return Fund Institutional Class	PTTRX	B-	Bond - Multi Sector	3	0.46%
JPMorgan High Yield Fund Select Class	OHYFX	A++	Bond - U.S. High Yield	3	0.84%
PIMCO High Yield Fund Institutional Class	PHIYX	C++	Bond - U.S. High Yield	3	0.55%
PIMCO Real Return Fund Institutional Class	PRRIX	C+	U.S. Treasury - TIPS	4	0.45%
Other
Dreyfus Small Cap Equity Fund Class I	DSERX		Other	0	1.15%

Following Plans

Following a plan allows you to:

Access the plan directly from your profile page
Receive e-mail alerts when the plan is rebalanced, or changed
Make modifications and contribute to the plan information