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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 2040 Fund - Class R4
WTFRX
C
U.S. All Cap
11
0.52%
Wells Fargo Dow Jones Target 2050 Fund - Class R4
WQFRX
C
U.S. All Cap
13
0.52%
Wells Fargo Diversified Equity Fund - Class Admin
NVDEX
C
U.S. All Cap
15
1%
Wells Fargo Index Fund - Class Admin
WFIOX
C
U.S. Large Cap
15
0.25%
Wells Fargo Dow Jones Target Today Fund - Class R4
WOTRX
D
U.S. All Cap
5
0.45%
Wells Fargo Dow Jones Target 2010 Fund - Class R4
WFORX
D
U.S. All Cap
6
0.47%
Wells Fargo Dow Jones Target 2020 Fund - Class R4
WFLRX
C
U.S. All Cap
6
0.5%
Wells Fargo Dow Jones Target 2030 Fund - Class R4
WTHRX
C
U.S. All Cap
9
0.51%
U.S. Equities - Growth
American Funds The Growth Fund of America Class R-6
RGAGX
B--
U.S. All Cap - Growth
18
0.34%
Fidelity Extended Market Index
FSMAX
A--
U.S. Small Cap - Growth
20
0%
Eagle Mid Cap Growth Fund Class R5
HARSX
D-
U.S. Mid Cap - Growth
20
0.89%
Columbia Select Large Cap Growth Fund Class Z
UMLGX
B--
U.S. All Cap - Growth
21
0.85%
Voya SmallCap Opportunities Fund Class R6
ISOZX
C--
U.S. Small Cap - Growth
22
0%
Dreyfus Research Growth Fund, Inc. Class I
DWOIX
D--
U.S. All Cap - Growth
22
0.84%
U.S. Equities - Value
AMG Managers Fairpointe Mid Cap Fund Class I
ABMIX
A++
U.S. Mid Cap - Value
17
0.86%
MFS Mid Cap Value Fund Class I
MCVIX
C++
U.S. Mid Cap - Value
17
0.93%
Dodge & Cox Stock Fund
DODGX
A++
U.S. All Cap - Value
19
0.52%
Goldman Sachs Small Cap Value Fund Institutional
GSSIX
F++
U.S. Small Cap - Value
25
0.98%
Global & Intl. Equity
American Funds EuroPacific Growth Fund Class R-6
RERGX
A-
International Large Cap - Growth
16
0.49%
Bonds
US Cash / Money Market
USCASH
C
U.S. Cash / Money Market
0
0%
Western Asset Core Plus Bond Fund Class IS
WAPSX
C
Bond - U.S. Corporate
4
0.43%
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