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 Growth
WBIGX
William Blair Funds: International Growth Fund; Class N Shares
36%
3
60
0
0.99%
3.46%
Others
Target Date 2000-2010
WFCTX
Wells Fargo Funds Trust: Wells Fargo Advantage Dow Jones Target 2010 Fund; Investor Class Shares
0%
3
60
0
0.88%
0%
Target Date 2036-2040
WFFTX
Wells Fargo Funds Trust: Wells Fargo Advantage Dow Jones Target 2040 Fund; Investor Class Shares
0%
3
60
0
0.93%
0%
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 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%
US EQUITY
Mid-Cap Growth
VMGIX
Vanguard Index Funds: Vanguard Mid-Cap Growth Index Fund; Investor Shares
98%
3
60
0
0.19%
0.58%
LARGE BLEND
NYVTX
Davis New York Venture Fund
92%
3
60
0
1.75%
8.07%
MID-CAP BLEND
WOFDX
Wells Fargo Funds Trust: Wells Fargo Advantage Opportunity Fund; Administrator Class Shares
74%
3
60
0
0.72%
3.48%
LARGE GROWTH
RGAEX
Growth Fund of America
39%
3
60
0
0.3%
0%
FIXED INCOME
Intermediate-Term Bond
PTTRX
PIMCO Funds: Total Return Fund; Institutional Class Shares
97%
3
60
0
0.83%
3.98%
Average Expense Ratio: 0.84%
Sign up to get fund ranking change alerts
Model Portfolios
Description
The investment options have not been imported yet.