Kivalia Investment Advice Platform Log In / Sign Up
401k, 403b plan

Wells Fargo 401(k) Plan

Send me updates

Share this plan

PLAN FUNDS investment options ratings help
close help

Plan Funds

This section shows the list of assets (such as mutual funds) in the plan; these are the investment options available in this plan. This list was developed based on user input. The display of the asset list was organized based on asset category. You can click on the name or ticker symbol to view the details of that asset.
The table shows all the available investment options in the plan.

[Edit Plan Information]
NameTickerRatingBest Fit CategoryRisk (%)Fees
U.S. Equities - Blend     
Wells Fargo Dow Jones Target 2025 Fund - Class R6WFTYXCU.S. All Cap11fund risk0.39%
Wells Fargo Dow Jones Target 2030 Fund - Class R6WFOOXCU.S. All Cap12fund risk0.41%
Wells Fargo Dow Jones Target 2035 Fund - Class R6WFQRXCU.S. All Cap14fund risk0.41%
Wells Fargo Dow Jones Target 2040 Fund - Class R6WFOSXCU.S. All Cap16fund risk0.42%
Wells Fargo Dow Jones Target 2045 Fund - Class R6WFQPXCU.S. All Cap17fund risk0.42%
Wells Fargo Dow Jones Target 2050 Fund - Class R6WFQFXCU.S. All Cap18fund risk0.41%
Wells Fargo Dow Jones Target 2060 Fund - Class R6CU.S. All Cap18fund risk0%
Wells Fargo Dow Jones Target 2055 Fund - Class R6WFQUXCU.S. All Cap18fund risk0.4%
State Street S&P 500 IndexCU.S. Large Cap20fund risk0.09%
Black Rock Global ESG Equity Index FundBU.S. Large Cap21fund risk0%
State Street S&P Midcap IndexC++U.S. Small Cap28fund risk0.25%
State Street Russell Small Cap IndexC++U.S. Small Cap30fund risk0.2%
Wells Fargo Dow Jones Target Today Fund - Class R6WOTDXFU.S. All Cap7fund risk0.37%
Wells Fargo Dow Jones Target 2010 Fund - Class R6WFOAXFU.S. All Cap8fund risk0.38%
Wells Fargo Dow Jones Target 2020 Fund - Class R6WFOBXCU.S. All Cap9fund risk0.4%
Wells Fargo Dow Jones Target 2015 Fund - Class R6WFSCXF++U.S. Mid Cap9fund risk0.38%
U.S. Equities - Growth     
Large Cap GrowthF--U.S. Large Cap - Growth25fund risk0.74%
State Street Nasdaq 100 IndexB--U.S. Mega Cap - Growth26fund risk0%
Small CapB+U.S. Small Cap - Growth29fund risk0.9%
U.S. Equities - Value     
Large Cap ValueA++U.S. All Cap - Value27fund risk0.52%
Wells Fargo ESOPF++U.S. Small Cap - Value50fund risk0%
Global & Intl. Equity     
Diversified Real Asset FundA++International Small Cap10fund risk0.07%
International EquityA-International Large Cap - Growth19fund risk0.49%
Emerging Markets Equity FundB++Emerging Markets19fund risk1.48%
State Street International IndexCInternational Large Cap20fund risk0.34%
State Street Emerging Markets FundF++Emerging Markets23fund risk0.67%
Wells Fargo Stable ValueCU.S. Cash / Money Market0fund risk0%
Global Bond ABond - Emerging Market3fund risk0.7%
Wells Fargo 100% Treasury Money Market Fund - Class AWFTXX Other0fund risk0%
close help

Following Plans

Following a plan allows you to:
  • Access the plan directly from your profile page
  • Receive e-mail alerts when the plan is rebalanced, or changed
  • Make modifications and contribute to the plan information