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H O Wolding Inc Employees 401K Profit-Sharing Plan

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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     
Nationwide Investor Destination Moderately Conservative Fund Institutional ClassGMIMXCU.S. All Cap12fund risk0.21%
Fidelity Puritan FundFPURXCU.S. Large Cap12fund risk0.57%
American Funds Capital World Growth and Income Fund Class R-6RWIGXCU.S. Large Cap14fund risk0.45%
Vanguard 500 Index Fund Admiral ClassVFIAXCU.S. Large Cap15fund risk0.05%
Vanguard Mid-Cap Index Fund Admiral SharesVIMAXC+U.S. Mid Cap16fund risk0.09%
Nationwide Investor Destinations Moderate Fund Institutional ClassGMDIXDU.S. All Cap16fund risk0.2%
Vanguard Small-Cap Index Fund Admiral SharesVSMAXB+U.S. Small Cap19fund risk0.09%
Nationwide Investor Destinations Moderately Aggressive Fund Class IGMIAXDU.S. All Cap20fund risk0.19%
Nationwide Investor Destinations Aggressive Fund Class IGAIDXDU.S. All Cap22fund risk0.19%
Nationwide Investor Destinations Conservative Fund Class IGIMCXCU.S. All Cap10fund risk0.23%
U.S. Equities - Growth     
WALLIXALLIXA--U.S. Large Cap - Growth18fund risk0.88%
Janus Forty Fund Class TJACTXB--U.S. All Cap - Growth20fund risk0.71%
Franklin Small-Mid Cap Growth Fund Class AFRSGXC-U.S. Mid Cap - Growth21fund risk0.96%
Emerald Growth Fund Class AHSPGXD--U.S. Small Cap - Growth23fund risk1.29%
Touchstone Sands Capital Institutional Growth FundCISGXF-U.S. Mid Cap - Growth51fund risk0%
U.S. Equities - Value     
AMG Yacktman Focused Fund Class SYAFFXA++U.S. All Cap - Value13fund risk1.25%
Invesco Growth and Income Fund Class AACGIXC++U.S. All Cap - Value19fund risk0.81%
Vanguard Small Capitalization Value Index Fund Investor SharesVISVXB++U.S. Small Cap - Value22fund risk0.24%
Vanguard Selected Value Fund Investor SharesVASVXF++U.S. Mid Cap - Value23fund risk0.43%
Global & Intl. Equity     
Vanguard Total International Stock Index Fund Admiral SharesVTIAXD++International Small Cap14fund risk0.14%
Oppenheimer International Small-Mid Company Fund Class AOSMAXA-International Large Cap - Growth14fund risk1.24%
Bonds     
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
Vanguard Short-Term Treasury Fund Admiral SharesVFIRXCU.S. Treasury - Short1fund risk0.1%
Vanguard Intermediate-Term Government Bond Index Fund Admiral SharesVSIGXC-U.S. Treasury - Short / Intermediate2fund risk0.12%
TCW Total Return Bond Fund Class ITGLMXB-U.S. Treasury - Intermediate3fund risk0.44%
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