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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 Common Stock Fund - Class A
SCSAX
D+
U.S. Mid Cap
19
1.26%
Wells Fargo Common Stock Fund - Class Admin
SCSDX
D+
U.S. Mid Cap
19
1.09%
Royce Pennsylvania Mutual Fund Investment Class
PENNX
B+
U.S. Small Cap
20
0.92%
U.S. Equities - Growth
Oppenheimer Global Fund Class Fund Class Y
OGLYX
A--
U.S. All Cap - Growth
18
0.92%
Principal LargeCap Growth Fund I Institutional Class
PLGIX
B--
U.S. All Cap - Growth
19
0.61%
Alger Capital Appreciation Institutional Fund Class I
ALARX
D--
U.S. All Cap - Growth
21
1.19%
Columbia Acorn Fund Class A
LACAX
F-
U.S. Mid Cap - Growth
21
1.07%
Eagle Small Cap Growth Fund Class A
HRSCX
D--
U.S. Small Cap - Growth
23
1.1%
U.S. Equities - Value
Principal Equity Income Fund Institutional Class
PEIIX
C++
U.S. Large Cap - Value
14
0.52%
T. Rowe Price Mid-Cap Value Fund Advisor Class
TAMVX
C++
U.S. Mid Cap - Value
18
1.06%
Heartland Value Plus Fund Investor Class
HRVIX
B++
U.S. Small Cap - Value
22
1.14%
Specialty
Principal Real Estate Securities Fund Institutional Class
PIREX
C++
U.S. Real Estate
18
0.88%
Global & Intl. Equity
Permanent Portfolio Permanent Portfolio Class I
PRPFX
B++
International Small Cap
11
0.72%
First Eagle Global Fund Class A
SGENX
C++
International Small Cap
12
1.13%
DFA Emerging Markets Value Portfolio Institutional Class
DFEVX
A
Emerging Markets
15
0.57%
American Funds EuroPacific Growth Fund Class R-5
RERFX
A-
International Large Cap - Growth
16
0.54%
Vanguard International Growth Fund Investor Shares
VWIGX
B
Emerging Markets
21
0.48%
PIMCO All Asset Fund Institutional Class
PAAIX
A++
International Small Cap
8
0.07%
Bonds
US Cash / Money Market
USCASH
C
U.S. Cash / Money Market
0
0%
Goldman Sachs Short Duration Government Fund Class A Shares
GSSDX
C
Bond - U.S. Mortgages
1
0.82%
PIMCO Total Return Fund Institutional Class
PTTRX
B-
Bond - Multi Sector
3
0.46%
Principal High Yield Fund I Institutional Class
PYHIX
B++
Bond - U.S. High Yield
3
0.65%
PIMCO Real Return Fund Institutional Class
PRRIX
C+
U.S. Treasury - TIPS
4
0.45%
Oppenheimer Global Strategic Income Class Y
OSIYX
C+
Bond - Emerging Market
5
0.69%
Other
Ramius Hedged Alpha Fund Class I
RDRIX
Other
0
1.4%
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