MyPlanIQ 401k Investor Davey Tree Expert Company 401 Ksop and Esop The

Davey Tree Expert Company 401 Ksop and Esop The

This Plan is unrated.
Investment Options
Total Available Funds: 10
Asset Class Ticker Description Rating
Others
Target Date 2011-2015 WFQEX Wells Fargo Advantage DJ Target 2015 Inv
Target Date 2031-2035 WFQTX Wells Fargo Advantage DJ Target 2035 Inv
Target Date 2041-2045 WFQSX Wells Fargo Advantage DJ Target 2045 Inv
Total Available Funds: 10
Asset Class Ticker Description Rating
Others
Target Date 2011-2015 WFQEX Wells Fargo Advantage DJ Target 2015 Inv
Target Date 2031-2035 WFQTX Wells Fargo Advantage DJ Target 2035 Inv
Target Date 2041-2045 WFQSX Wells Fargo Advantage DJ Target 2045 Inv
Target Date 2046-2050 WFQGX Wells Fargo Advantage DJ Target 2050 Inv
Target Date 2000-2010 WFCTX Wells Fargo Advantage DJ Target 2010 Inv
Retirement Income STWRX Wells Fargo Advantage DJ Target Today A
Target Date 2021-2025 WFGYX Wells Fargo Advantage DJ Target 2025 Inv
Target Date 2036-2040 WFFTX Wells Fargo Advantage DJ Target 2040 Inv
Target Date 2026-2030 WFETX Wells Fargo Advantage DJ Target 2030 Inv
Target Date 2016-2020 WFDTX Wells Fargo Advantage DJ Target 2020 Inv
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
Others
Target Date 2011-2015 WFQEX Wells Fargo Advantage DJ Target 2015 Inv 0% 3 60 0 0.9% 0%
Target Date 2031-2035 WFQTX Wells Fargo Advantage DJ Target 2035 Inv 0% 3 60 0 0.93% 0%
Target Date 2041-2045 WFQSX Wells Fargo Advantage DJ Target 2045 Inv 0% 3 60 0 0.93% 0%
Target Date 2046-2050 WFQGX Wells Fargo Advantage DJ Target 2050 Inv 0% 3 60 0 0.93% 0%
Target Date 2000-2010 WFCTX Wells Fargo Advantage DJ Target 2010 Inv 0% 3 60 0 0.88% 0%
Retirement Income STWRX Wells Fargo Advantage DJ Target Today A 0% 3 60 0 0.6% 1.65%
Target Date 2021-2025 WFGYX Wells Fargo Advantage DJ Target 2025 Inv 0% 3 60 0 0.91% 0%
Target Date 2036-2040 WFFTX Wells Fargo Advantage DJ Target 2040 Inv 0% 3 60 0 0.93% 0%
Target Date 2026-2030 WFETX Wells Fargo Advantage DJ Target 2030 Inv 0% 3 60 0 0.92% 0%
Target Date 2016-2020 WFDTX Wells Fargo Advantage DJ Target 2020 Inv 0% 3 60 0 0.91% 0%
Average Expense Ratio: 0.88%
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Model Portfolios

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
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