The WELS Shepherd Plan offers a variety of investment options for participants to allow for broad diversification with low fees. These funds have been evaluated and selected based on numerous fiduciary screening criteria.
Shepherd Plan participants can view their investment fund balances and prospectus documents for all available fund options online through the Shepherd Plan account website. Clicking any stock symbol below will direct you to a summary snapshot of each fund on the Google Finance website. Please note: these links are provided solely as a courtesy to participants; neither WELS nor the Shepherd Plan service providers control or review the information for accuracy.
Investment Fund and Portfolio Options
As of August 15, 2018
Fixed Interest Account
Standard Stable Asset Fund
DFA Global Real Estate Securities (DFGEX)
Target Retirement Date Funds
Vanguard Target Retirement Income (VTINX)
Vanguard Target Retirement 2015 (VTXVX)
Vanguard Target Retirement 2020 (VTWNX)
Vanguard Target Retirement 2025 (VTTVX)
Vanguard Target Retirement 2030 (VTHRX)
Vanguard Target Retirement 2035 (VTTHX)
Vanguard Target Retirement 2040 (VFORX)
Vanguard Target Retirement 2045 (VTIVX)
Vanguard Target Retirement 2050 (VFIFX)
Vanguard Target Retirement 2055 (VFFVX)
Vanguard Target Retirement 2060 (VTTSX)
Pre-Built Balanced Allocation Portfolios
The WELS Shepherd Plan offers several portfolios that are built to include investment funds according to pre-defined equity/fixed income allocations, as well as socially responsible funds.
* Please carefully consider investment objectives, risks and fees before investing. For detailed information about any mutual fund investment, please obtain a prospectus and read it carefully before investing. Investment account balances will fluctuate with changes in market conditions, and shares may be worth more or less than their original cost when redeemed. Diversification cannot eliminate the risk of investment loss.
For more information on the investment options available through the WELS Shepherd Plan and for personalized assistance in selecting your investments, please contact the Shepherd Plan investment advisor:
The Hahn Financial Group, Inc.