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
Target Date 2011-2015 WFSCX DOW JONES TARGET 2015 FUND
Retirement Income WOTDX Wells Fargo Advantage Dow Jones Target Today Fund
Target Date 2016-2020 WFOBX DOW JONES TARGET 2020 FUND
US EQUITY
LARGE GROWTH QQQ NASDAQ 100 INDEX FUND
LARGE GROWTH IWF LARGE CAP GROWTH 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
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend EFA INTERNATIONAL INDEX FUND
Others
Target Date 2011-2015 WFSCX DOW JONES TARGET 2015 FUND
Retirement Income WOTDX Wells Fargo Advantage Dow Jones Target Today Fund
Target Date 2016-2020 WFOBX DOW JONES TARGET 2020 FUND
Target Date 2026-2030 WFOOX DOW JONES TARGET 2030 FUND
Target Date 2036-2040 WFOSX DOW JONES TARGET 2040 FUND
Target Date 2000-2010 WFOAX DOW JONES TARGET 2010 FUND
Target Date 2041-2045 WFQPX DOW JONES TARGET 2045 FUND
Target Date 2031-2035 WFQRX DOW JONES TARGET 2035 FUND
Target Date 2046-2050 WFQFX DOW JONES TARGET 2050 FUND
Target Date 2021-2025 WFTYX DOW JONES TARGET 2025 FUND
ROOT CASH 100% TREASURY MMKT FUND
US EQUITY
LARGE GROWTH QQQ NASDAQ 100 INDEX FUND
LARGE GROWTH IWF LARGE CAP GROWTH FUND
SMALL BLEND IWM RUSSELL SMALL CAP INDEX
MID-CAP BLEND MDY S&P MID CAP INDEX FUND
LARGE VALUE IWD LARGE CAP VALUE 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
  • 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 0% 1 60 0 0.33% 1.99%
Others
Target Date 2011-2015 WFSCX DOW JONES TARGET 2015 FUND 39% 1 60 0 0.49% 34.96%
Retirement Income WOTDX Wells Fargo Advantage Dow Jones Target Today Fund 38% 1 60 0 0.45% 21.74%
Target Date 2016-2020 WFOBX DOW JONES TARGET 2020 FUND 34% 1 60 0 0.5% 24.73%
Target Date 2026-2030 WFOOX DOW JONES TARGET 2030 FUND 34% 1 60 0 0.51% 34.81%
Target Date 2036-2040 WFOSX DOW JONES TARGET 2040 FUND 27% 1 60 0 0.52% 35.13%
Target Date 2000-2010 WFOAX DOW JONES TARGET 2010 FUND 27% 1 60 0 0.48% 21.84%
Target Date 2041-2045 WFQPX DOW JONES TARGET 2045 FUND 21% 1 60 0 0.42% 45.92%
Target Date 2031-2035 WFQRX DOW JONES TARGET 2035 FUND 21% 1 60 0 0.41% 49.24%
Target Date 2046-2050 WFQFX DOW JONES TARGET 2050 FUND 15% 1 60 0 0.52% 49.17%
Target Date 2021-2025 WFTYX DOW JONES TARGET 2025 FUND 13% 1 60 0 0.39% 76.92%
ROOT CASH 100% TREASURY MMKT FUND 0% 1 60 0 NA 1.27%
US EQUITY
LARGE GROWTH QQQ NASDAQ 100 INDEX FUND 98% 1 60 0 0.2% 0%
LARGE GROWTH IWF LARGE CAP GROWTH FUND 83% 1 60 0 0.2% 0.51%
SMALL BLEND IWM RUSSELL SMALL CAP INDEX 80% 1 60 0 0.2% 0.57%
MID-CAP BLEND MDY S&P MID CAP INDEX FUND 65% 1 60 0 0.25% 0.59%
LARGE VALUE IWD LARGE CAP VALUE FUND 55% 1 60 0 0.2% 1%
FIXED INCOME
WORLD BOND PSAIX PIMCO GLOBAL ADVANTAGE STRATEGY BOND I S 89% 1 60 0 0.7% 1.71%
Intermediate-Term Bond AGG U.S. BOND INDEX FUND 74% 1 60 0 0.08% 2.53%
Average Expense Ratio: 0.38%
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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 8.9% 15.7% 8.3% 8.7% 6.4% 5.9%

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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 for Portfolio Details or Follow 3.9% 10.0% 8.0% 8.6% 7.9% 7.8%

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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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