MyPlanIQ 401k Investor WELLS FARGO and COMPANY 401K PLAN

WELLS FARGO and COMPANY 401K PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 19
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend EFA INTERNATIONAL INDEX FUND
Others
Retirement Income WOTDX Wells Fargo Advantage Dow Jones Target Today Fund
ROOT CASH 100% TREASURY MMKT FUND
Target Date 2046-2050 WFQFX DOW JONES TARGET 2050 FUND
US EQUITY
LARGE GROWTH QQQ NASDAQ 100 INDEX FUND
LARGE GROWTH IWF LARGE CAP GROWTH FUND
MID-CAP BLEND MDY S&P MID CAP INDEX FUND
FIXED INCOME
WORLD BOND PSAIX PIMCO GLOBAL ADVANTAGE STRATEGY BOND I S
Intermediate-Term Bond AGG U.S. BOND INDEX FUND
Total Available Funds: 19
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend EFA INTERNATIONAL INDEX FUND
Others
Retirement Income WOTDX Wells Fargo Advantage Dow Jones Target Today Fund
ROOT CASH 100% TREASURY MMKT FUND
Target Date 2046-2050 WFQFX DOW JONES TARGET 2050 FUND
Target Date 2041-2045 WFQPX DOW JONES TARGET 2045 FUND
Target Date 2036-2040 WFOSX DOW JONES TARGET 2040 FUND
Target Date 2031-2035 WFQRX DOW JONES TARGET 2035 FUND
Target Date 2026-2030 WFOOX DOW JONES TARGET 2030 FUND
Target Date 2021-2025 WFTYX DOW JONES TARGET 2025 FUND
Target Date 2016-2020 WFOBX DOW JONES TARGET 2020 FUND
Target Date 2011-2015 WFSCX DOW JONES TARGET 2015 FUND
Target Date 2000-2010 WFOAX DOW JONES TARGET 2010 FUND
US EQUITY
LARGE GROWTH QQQ NASDAQ 100 INDEX FUND
LARGE GROWTH IWF LARGE CAP GROWTH FUND
MID-CAP BLEND MDY S&P MID CAP INDEX FUND
LARGE VALUE IWD LARGE CAP VALUE FUND
SMALL BLEND IWM RUSSELL SMALL CAP INDEX
FIXED INCOME
WORLD BOND PSAIX PIMCO GLOBAL ADVANTAGE STRATEGY BOND I S
Intermediate-Term Bond AGG U.S. BOND INDEX FUND
Total Available Funds: 19
  • 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 EFA INTERNATIONAL INDEX FUND 72% 1 60 0 0.33% 1.76%
Others
Retirement Income WOTDX Wells Fargo Advantage Dow Jones Target Today Fund 0% 1 60 0 0.6% 2.16%
ROOT CASH 100% TREASURY MMKT FUND 0% 1 60 0 NA 4.14%
Target Date 2046-2050 WFQFX DOW JONES TARGET 2050 FUND 0% 1 60 0 0.85% 1.87%
Target Date 2041-2045 WFQPX DOW JONES TARGET 2045 FUND 0% 1 60 0 0.6% 1.98%
Target Date 2036-2040 WFOSX DOW JONES TARGET 2040 FUND 0% 1 60 0 0.49% 1.85%
Target Date 2031-2035 WFQRX DOW JONES TARGET 2035 FUND 0% 1 60 0 0.49% 1.93%
Target Date 2026-2030 WFOOX DOW JONES TARGET 2030 FUND 0% 1 60 0 0.29% 1.91%
Target Date 2021-2025 WFTYX DOW JONES TARGET 2025 FUND 0% 1 60 0 0.29% 1.98%
Target Date 2016-2020 WFOBX DOW JONES TARGET 2020 FUND 0% 1 60 0 0.49% 2.06%
Target Date 2011-2015 WFSCX DOW JONES TARGET 2015 FUND 0% 1 60 0 0.6% 2.13%
Target Date 2000-2010 WFOAX DOW JONES TARGET 2010 FUND 0% 1 60 0 1.35% 2.15%
US EQUITY
LARGE GROWTH QQQ NASDAQ 100 INDEX FUND 98% 1 60 0 0.2% 0.54%
LARGE GROWTH IWF LARGE CAP GROWTH FUND 76% 1 60 0 0.18% 0.47%
MID-CAP BLEND MDY S&P MID CAP INDEX FUND 48% 1 60 0 0.23% 1.23%
LARGE VALUE IWD LARGE CAP VALUE FUND 23% 1 60 0 0.18% 1.45%
SMALL BLEND IWM RUSSELL SMALL CAP INDEX 12% 1 60 0 0.19% 1%
FIXED INCOME
WORLD BOND PSAIX PIMCO GLOBAL ADVANTAGE STRATEGY BOND I S 90% 1 60 0 1.07% 3.37%
Intermediate-Term Bond AGG U.S. BOND INDEX FUND 51% 1 60 0 0.03% 3.15%
Average Expense Ratio: 0.47%
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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:WFC)
The plan consists of 27 funds. It covers 4 major asset classes and 21 minor asset classes. The major asset classes it covers are Foreign Equity, Fixed Income, Emerging Market Equity and US Equity.

Wells Fargo & Company (Ticker: WFC), through its subsidiaries, provides retail, commercial, and corporate banking services principally in the United States. The company operates through three segments: Community Banking; Wholesale Banking; and Wealth, Brokerage, and Retirement.Wells Fargo acquired Wachovia and still maintains Wachovia's 401K plan.



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