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Lindquist Mortuaries 401(K) Profit Sharing 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
Wells Fargo Dow Jones Target 2035 Fund - Class R4
WTTRX
C
U.S. All Cap
10
0.52%
Wells Fargo Dow Jones Target 2040 Fund - Class R4
WTFRX
C
U.S. All Cap
11
0.52%
Wells Fargo Dow Jones Target 2045 Fund - Class R4
WFFRX
B
U.S. All Cap
12
0.52%
Wells Fargo Dow Jones Target 2050 Fund - Class R4
WQFRX
C
U.S. All Cap
13
0.52%
American Funds Fundamental Investors Class R-3
RFNCX
C
U.S. Large Cap
15
0.96%
Loomis Sayles Strategic Income Fund Class A
NEFZX
A
U.S. All Cap
4
0.95%
Wells Fargo Dow Jones Target Today Fund - Class R4
WOTRX
D
U.S. All Cap
5
0.45%
Wells Fargo Dow Jones Target 2020 Fund - Class R4
WFLRX
C
U.S. All Cap
6
0.5%
Wells Fargo Dow Jones Target 2025 Fund - Class R4
WFGRX
C
U.S. All Cap
7
0.5%
Wells Fargo Dow Jones Target 2015 Fund - Class R4
WFSRX
F
U.S. All Cap
8
0.48%
Wells Fargo Dow Jones Target 2030 Fund - Class R4
WTHRX
C
U.S. All Cap
9
0.51%
U.S. Equities - Growth
American Funds New Perspective Fund Class R-3
RNPCX
A--
U.S. All Cap - Growth
17
1.11%
Janus Triton Fund Class S
JGMIX
B--
U.S. Small Cap - Growth
19
1.18%
American Century Heritage Fund A Class
ATHAX
D-
U.S. Mid Cap - Growth
22
1.25%
Wells Fargo Growth Fund - Class Inst
SGRNX
F-
U.S. Mid Cap - Growth
24
0.75%
U.S. Equities - Value
Perkins Mid Cap Value Fund Class S
JMVIX
F++
U.S. Mid Cap - Value
17
0.99%
T. Rowe Price Equity Income Fund Advisor Class
PAFDX
C++
U.S. All Cap - Value
17
0.94%
Fidelity Small Cap Value Fund
FCPVX
A++
U.S. Small Cap - Value
25
1.06%
Global & Intl. Equity
Janus Overseas Fund Class S
JIGRX
B++
International Small Cap
15
0.93%
Oppenheimer Developing Markets Fund Class A
ODMAX
C
Emerging Markets
17
1.35%
Oakmark International Fund Class II
OARIX
A
International Large Cap - Value
21
1.34%
Oppenheimer International Bond Fund Class A
OIBAX
F++
International Small Cap
7
1.01%
Bonds
US Cash / Money Market
USCASH
C
U.S. Cash / Money Market
0
0%
PIMCO Total Return Fund Class A
PTTAX
B-
Bond - Multi Sector
3
0.85%
RidgeWorth Seix High Income Fund A Shares
SAHIX
C++
Bond - U.S. High Yield
4
0.97%
PIMCO Real Return Fund Class A
PRTNX
C+
U.S. Treasury - TIPS
4
0.85%
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