The Davey 401KSOP and ESOP
Investment Model Portfolios

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Investment options of The Davey 401KSOP and ESOP

Total Available Funds: 23
Asset Class Ticker Description
US EQUITY
LARGE BLEND NVDEX Wells Fargo Diversified Bond Fund
LARGE VALUE AADEX American Beacon Large Cap Value Fund
Mid-Cap Growth IDICX AIM Dynamics Fund Inc
LARGE BLEND VTSMX Vanguard Index TR Total Stock Mkt Fund
LARGE GROWTH WFASX Wells Fargo Large Cap app Fund
Mid-Cap Growth FSGAX Franklin Small-Mid Cap Growth Fund
SMALL BLEND NBGEX Neuberger Berman Genesis Fund
LARGE BLEND NVINX Wells Fargo Index Fund
Others
Retirement Income WFBTX Wells Fargo Adv Dow Jones Target Today Fund
Target Date 2000-2010 WFOAX Wells Fargo Adv Dow Jones Target 2010 Fund
Retirement Income WFBTX Wells Fargo Adv Dow Jones Target 2015 Fund
Target Date 2016-2020 WFOBX Wells Fargo Adv Dow Jones Target 2020 Fund
Retirement Income WFBTX Wells Fargo Adv Dow Jones Target 2025 Fund
Target Date 2026-2030 WFOOX Wells Fargo Adv Dow Jones Target 2030 Fund
Retirement Income WFBTX Wells Fargo Adv Dow Jones Target 2035 Fund
Target Date 2036-2040 WFOSX Wells Fargo Adv Dow Jones Target 2040 Fund
Retirement Income WFBTX Wells Fargo Adv Dow Jones Target 2045 Fund
Target Date 2050+ WFQFX Wells Fargo Adv Dow Jones Target 2050 Fund
Moderate Allocation JABAX Janus Capital Janus Twenty Fund Inc
Currency ICPHX Franklin Templeton Mutual Discovery Fund
ROOT CASH Wells Fargo Money Mkt Fund
INTERNATIONAL EQUITY
WORLD STOCK TEPLX Templeton Growth Fund
FIXED INCOME
ULTRASHORT BOND NVSIX Wells Fargo Stable Return Fund

Investment model portfolios

We provide two types of investment model portfolios for The Davey 401KSOP and ESOP 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.