MyPlanIQ 401k Investor H.B. FULLER COMPANY THRIFT PLAN

H.B. FULLER COMPANY THRIFT PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 18
Asset Class Ticker Description Rating
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045
Retirement Income VTINX Vanguard Target Retirement Fund
FIXED INCOME
Intermediate-Term Bond IPCBX PIMCO Total Return Bond Fund
ULTRASHORT BOND NVSIX Wells Fargo Stable Return Fund
US EQUITY
LARGE VALUE ACSDX Van Kampen Comstock Fund
Small Growth WSCGX Wells Fargo Advantage Small Company Growth Fund
LARGE GROWTH JAVLX Janus Twenty Fund
Total Available Funds: 18
Asset Class Ticker Description Rating
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045
Retirement Income VTINX Vanguard Target Retirement Fund
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035
Target Date 2050+ VFIFX Vanguard Target Retirement 2050
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030
Target Date 2016-2020 VTWNX Vanguard Target Retirement 2020
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015
Target Date 2000-2010 VTENX Vanguard Target Retirement 2010
Target Date 2000-2010 VTOVX Vanguard Target Retirement 2005
Moderate Allocation NVGBX Wells Fargo Advantage Growth Balanced Fund
FIXED INCOME
Intermediate-Term Bond IPCBX PIMCO Total Return Bond Fund
ULTRASHORT BOND NVSIX Wells Fargo Stable Return Fund
US EQUITY
LARGE VALUE ACSDX Van Kampen Comstock Fund
Small Growth WSCGX Wells Fargo Advantage Small Company Growth Fund
LARGE GROWTH JAVLX Janus Twenty Fund
LARGE BLEND WFVEX Wells Fargo Advantage Index Fund
Total Available Funds: 18
  • R*: Redemption (Minimum months to hold).
  • RT: Round Trip (number of times allowed to buy/sell in trailing 12 months).
  • WP: Waiting Period (minimum months to wait before buy again).
  • M*:Mark (p: proxy, n: not used).
Asset Class Ticker Description Rating R* RT WP Expense Yield
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 97% 3 60 0 0.08% 2.62%
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 97% 3 60 0 0.08% 2.34%
Retirement Income VTINX Vanguard Target Retirement Fund 97% 3 60 0 0.08% 2.93%
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035 96% 3 60 0 0.08% 2.34%
Target Date 2050+ VFIFX Vanguard Target Retirement 2050 75% 3 60 0 0.08% 2.02%
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040 70% 3 60 0 0.08% 2.23%
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030 70% 3 60 0 0.08% 2.21%
Target Date 2016-2020 VTWNX Vanguard Target Retirement 2020 66% 3 60 0 0.08% 4.48%
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015 0% 3 60 0 0.08% 2.59%
Target Date 2000-2010 VTENX Vanguard Target Retirement 2010 0% 3 60 0 0.17% 0%
Target Date 2000-2010 VTOVX Vanguard Target Retirement 2005 0% 3 60 0 NA 2.78%
Moderate Allocation NVGBX Wells Fargo Advantage Growth Balanced Fund 0% 3 60 0 1.88% 3.23%
FIXED INCOME
Intermediate-Term Bond IPCBX PIMCO Total Return Bond Fund 0% 3 60 0 0.57% 3.53%
ULTRASHORT BOND NVSIX Wells Fargo Stable Return Fund 0% 3 60 0 NA 0%
US EQUITY
LARGE VALUE ACSDX Van Kampen Comstock Fund 77% 3 60 0 1.55% 1.51%
Small Growth WSCGX Wells Fargo Advantage Small Company Growth Fund 62% 3 60 0 0.94% 5.2%
LARGE GROWTH JAVLX Janus Twenty Fund 0% 3 60 0 0.94% 0%
LARGE BLEND WFVEX Wells Fargo Advantage Index Fund 0% 3 60 0 NA NA
Average Expense Ratio: 0.45%
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Model Portfolios
Strategic Asset Allocation - Equal Weight: Click here to see this strategy description
Equal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 1.8% 9.4% 3.0% 6.4% 5.7% 7.5%

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Asset Allocation Composite: Click here to see this strategy description
Strategic Asset Allocation with Dynamic Risk Adjustment YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click to Create Model Portfolio

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*     AR: Annualized Return
**   YTD: Year to Date (not annualized)
*** The above portfolios are of moderate risk, which means that more than 40% of assets are in fixed income funds.


Description(Ticker:FUL)
The plan consists of 19 funds. It covers 2 major asset classes and 17 minor asset classes. The major asset classes it covers are US Equity and Fixed Income.


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