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The Restated Four Seasons Hotels Retirement Benefit 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
Vanguard Institutional Index Fund Institutional Shares
VINIX
C
U.S. Large Cap
15
0.04%
T. Rowe Price Small-Cap Stock Fund
OTCFX
A+
U.S. Small Cap
17
0.91%
U.S. Equities - Growth
T. Rowe Price Blue Chip Growth Fund
TRBCX
D--
U.S. Large Cap - Growth
21
0.74%
U.S. Equities - Value
Dodge & Cox Balanced Fund
DODBX
A++
U.S. All Cap - Value
12
0.53%
T. Rowe Price Equity Income Fund
PRFDX
C++
U.S. All Cap - Value
17
0.67%
Global & Intl. Equity
Fidelity Diversified International Fund
FDIVX
B-
International Large Cap - Growth
14
0.92%
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%
Other
Wells Fargo Advantage Dow Jones Target 2010 Fund Investor Class
WFCTX
Other
0
0.88%
Wells Fargo Advantage Dow Jones Target 2040 Fund Investor Class
WFFTX
Other
0
0.93%
Wells Fargo Advantage Dow Jones Target 2020 Fund Investor Class
WFDTX
Other
0
0.91%
Wells Fargo Advantage Dow Jones Target 2030 Fund Investor Class
WFETX
Other
0
0.92%
Wells Fargo Advantage Dow Jones Target 2050 Fund Investor Class
WFQGX
Other
0
0.93%
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