Investment Options
Total Available Funds:
10
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
INTERNATIONAL EQUITY
Foreign Large Blend
REREX
EuroPacific Growth Fund; Class R-4 Shares
57%
3
60
0
0.9%
3.74%
Others
Target Date 2026-2030
WFETX
Wells Fargo Funds Trust: Wells Fargo Advantage Dow Jones Target 2030 Fund; Investor Class Shares
0%
3
60
0
0.92%
0%
Target Date 2000-2010
WFOAX
Wells Fargo Funds Trust: Wells Fargo Advantage Dow Jones Target 2010 Fund; Institutional Class Shares
0%
3
60
0
1.35%
2.15%
Target Date 2016-2020
WFDTX
Wells Fargo Funds Trust: Wells Fargo Advantage Dow Jones Target 2020 Fund; Investor Class Shares
0%
3
60
0
0.91%
0%
FIXED INCOME
Intermediate-Term Bond
PTRAX
PIMCO Funds: Total Return Fund; Administrative Class Shares
66%
3
60
0
0.8%
4.94%
US EQUITY
Small Growth
VSEIX
JPMorgan Trust I: JPMorgan Small Cap Equity Fund; Select Class Shares
94%
3
60
0
1.26%
0.73%
LARGE VALUE
GSLAX
Goldman Sachs Trust: Goldman Sachs Large Cap Value Fund; Class A Shares
93%
3
60
0
1.29%
4.94%
MID-CAP VALUE
GSMSX
Goldman Sachs Trust: Goldman Sachs Mid Cap Value Fund; Service Shares
46%
3
60
0
0.82%
4.24%
LARGE GROWTH
TRSAX
T Rowe Price Growth Stock Fund
36%
3
60
0
0.93%
3.49%
LARGE BLEND
WFIOX
Wells Fargo Funds Trust: Wells Fargo Advantage Index Fund; Administrator Class Shares
21%
3
60
0
0.45%
7.69%
Average Expense Ratio: 0.96%
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Model Portfolios
Description
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