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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 R6
WFQRX
C
U.S. All Cap
10
0.41%
Wells Fargo Dow Jones Target 2040 Fund - Class R6
WFOSX
C
U.S. All Cap
11
0.42%
Wells Fargo Dow Jones Target 2045 Fund - Class R6
WFQPX
B
U.S. All Cap
12
0.42%
Wells Fargo Dow Jones Target 2050 Fund - Class R6
WFQFX
B
U.S. All Cap
13
0.41%
Vanguard Institutional Index Fund Institutional Shares
VINIX
C
U.S. Large Cap
15
0.04%
Vanguard Mid-Cap Index Fund Admiral Shares
VIMAX
C+
U.S. Mid Cap
16
0.09%
Victory Munder Mid-Cap Core Growth Fund Class Y
MGOYX
F+
U.S. Mid Cap
19
1.07%
Vanguard Small-Cap Index Fund Admiral Shares
VSMAX
B+
U.S. Small Cap
19
0.09%
Wells Fargo Dow Jones Target Today Fund - Class R6
WOTDX
D
U.S. All Cap
6
0.37%
Wells Fargo Dow Jones Target 2020 Fund - Class R6
WFOBX
C
U.S. All Cap
6
0.4%
Wells Fargo Dow Jones Target 2010 Fund - Class R6
WFOAX
D
U.S. All Cap
6
0.38%
Wells Fargo Dow Jones Target 2025 Fund - Class R6
WFTYX
C
U.S. All Cap
7
0.39%
Wells Fargo Dow Jones Target 2015 Fund - Class R6
WFSCX
F
U.S. All Cap
8
0.38%
Wells Fargo Dow Jones Target 2030 Fund - Class R6
WFOOX
C
U.S. All Cap
9
0.41%
Vanguard Balanced Index Fund Admiral Shares
VBIAX
C
U.S. All Cap
9
0.09%
Vanguard Wellington Fund Admiral Shares
VWENX
B
U.S. Large Cap
10
0.18%
U.S. Equities - Growth
Fidelity Contrafund Fund Class K
FCNKX
C--
U.S. Large Cap - Growth
19
0.56%
Columbia Acorn USA Class Z
AUSAX
B--
U.S. Small Cap - Growth
22
1.06%
U.S. Equities - Value
Vanguard Windsor II Fund Admiral Shares
VWNAX
A++
U.S. Large Cap - Value
15
0.28%
Franklin Small Cap Value Fund Advisor Class
FVADX
F++
U.S. Small Cap - Value
24
0.89%
Specialty
Cohen & Steers Realty Shares Fund
CSRSX
B++
U.S. Real Estate
18
0.97%
Global & Intl. Equity
Scout International Fund
UMBWX
A
International Large Cap - Value
16
1.01%
T. Rowe Price Emerging Markets Stock Fund
PRMSX
F
Emerging Markets
17
1.25%
Bonds
Dodge & Cox Income Fund
DODIX
C
Bond - U.S. Corporate
3
0.43%
Vanguard Total Bond Market Index Fund Institutional Shares
VBTIX
C-
Bond - Multi Sector
3
0.07%
PIMCO High Yield Fund Institutional Class
PHIYX
C++
Bond - U.S. High Yield
3
0.55%
Loomis Sayles Bond Fund Retail Class
LSBRX
A
Bond - U.S. Corporate
4
0.92%
Other
Fidelity Treasury Only Money Market Fund
FDLXX
Other
0
0%
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