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WACHOVIA SAVINGS PLAN
Investment Model Portfolios

Wachovia has been merged with Wells Fargo & Company (WFC). However, its savings plan is still maintained.

Investment options of WACHOVIA SAVINGS PLAN

Total Available Funds: 44
Asset Class Ticker Description
US EQUITY
Small Growth EGRYX Evergreen Growth Fund
SMALL VALUE ESPIX Evergreen Special Value Fund
LARGE VALUE DODGX Dodge and Cox Stock Fund
Mid-Cap Growth HIMCX Hartford Midcap Fund
LARGE GROWTH TRBCX T. Rowe Price Blue Chip Growth Fund
LARGE VALUE PRFDX WSP T Rowe Price Equity Income Fund
LARGE GROWTH ESGIX WSP Evergreen Select Strategic Growth Fund
Small Growth AASOX WSP Alger Small Cap Growth Fund
LARGE VALUE GSLAX WSP Goldman Sachs Large Cap Value Fund
Mid-Cap Growth PREFX WSP T Rowe Price Growth Fund
SMALL BLEND DSERX WSP Dreyfus Premier Small Cap Equity Fund
MID-CAP BLEND SOPFX Wells Fargo Stock Fund Non-ESOP
FIXED INCOME
Intermediate-Term Bond ESBIX Evergreen Core Bond Fund
Inflation-Protected Bond PRRIX WSP PIMCO Real Return Fund
High Yield Bond PHIYX WSP PIMCO High Yield Fund
WORLD BOND ESICX WSP Evergreen International Bond Fund
WORLD BOND ESICX WSP Evergreen International Growth Fund
High Yield Bond JHYUX WSP JP Morgan High Yield Bond Fund
Intermediate-Term Bond PTTRX WSP PIMCO Total Return Fund
Intermediate-Term Bond PTTRX PIMCO Total Return Fund
Intermediate Government FIBIX Fidelity Spartan Intermediate Treasury Index Bond Fund
Muni California Long DRCAX Dreyfus Cash Management Fund
INTERNATIONAL EQUITY
Foreign Large Blend CEUFX American Europacific Growth Fund
Foreign Large Blend VGTSX Enhanced Stock Market Fund
Others
Moderate Allocation DODBX Dodge and Cox Balanced Fund
Retirement Income VTINX Vanguard Target Retirement Income Fund
Target Date 2000-2010 VTOVX Vanguard Target Retirement 2005 Fund
Target Date 2000-2010 VTENX Vanguard Target Retirement 2010 Fund
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015 Fund
Target Date 2016-2020 VTWNX Vanguard Target Retirement 2020 Fund
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Fund
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030 Fund
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035 Fund
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040 Fund
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Fund
Target Date 2050+ VFIFX Vanguard Target Retirement 2050 Fund
EQUITY WSP WSP Stable Investment Fund of Wachovia
EQUITY WB WSP Diversified Bond Group Trust of Wachovia
EQUITY WB WSP Enhanced Stock Market Fund of Wachovia
ROOT CASH SEI Stable Asset Fund
ROOT CASH Money market substitute
Emerging Market
DIVERSIFIED EMERGING MKTS LZEMX Lazard Emerging Markets Portfolio
DIVERSIFIED EMERGING MKTS LZEMX WSP Lazard Emerging Markets Fund
REAL ESTATE
REAL ESTATE TRREX WSP T Rowe Price Real Estate Fund

Investment model portfolios

We provide two types of investment model portfolios for WACHOVIA SAVINGS PLAN participants. You can customize and follow a model portfolio in your plan account.

Types of portfolio strategies

These portfolios are proactively monitored and rebalanced on a monthly basis when needed, ensuring it remains in line with its target allocation.

Let us know (Email us) if you need help to create a custom model portfolio for your plan.

Example model portfolios

The following provides historical returns for example model portfolios with a moderate risk profile (at most 60% in stocks) and their comparison with benchmark index funds. You can customize these portfolios according to your own risk profile.

Strategic Asset Allocation Model Portfolio

The following portfolio is based on the MyPlanIQ Strategic Asset Allocation (SAA) strategy.

Tactical Asset Allocation Model Portfolio

The following portfolio is based on the MyPlanIQ Tactical Asset Allocation (TAA) strategy.

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
WACHOVIA SAVINGS PLAN Tactical Asset Allocation Moderate NA 6.06% 6.91% 5.32% 4.50% 7.25% 9.41% 10.04%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 13.17% 13.73% 12.13% 12.54% 11.06% 10.01% 7.96%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 6.09% 4.66% 5.14% 5.92% 5.73% 6.26% 5.45%
Data as of 07/31/2023, AR inception is 12/31/2000