Guild Mortgage Company Profit Sharing 401(K) Plan

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PLAN FUNDS

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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.

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Name	Ticker	Rating	Best Fit Category	Risk (%)	Fees
U.S. Equities - Blend
American Funds Capital World Growth and Income Fund Class A	CWGIX	C	U.S. Large Cap	13	0.8%
Schwab S&P 500 Index Fund	SWPPX	C	U.S. Large Cap	15	0.09%
Parnassus Core Equity Fund - Investor Shares	PRBLX	C	U.S. Large Cap	15	0.87%
Vanguard Mid-Cap Index Fund Investor Shares	VIMSX	C+	U.S. Mid Cap	16	0.24%
Principal MidCap Fund Institutional Class	PCBIX	D+	U.S. Mid Cap	16	0.66%
Vanguard Small Capitalization Index Fund Investor Shares	NAESX	B+	U.S. Small Cap	19	0.24%
Sentinel Small Company Fund Class A	SAGWX	A+	U.S. Small Cap	20	1.21%
Fidelity Advisor High Income Advantage Fund Class T	FAHYX	A	U.S. All Cap	6	1.01%
U.S. Equities - Growth
Principal LargeCap Growth Fund I R-4 Class	PPUSX	B--	U.S. All Cap - Growth	19	0.97%
Eagle Mid Cap Growth Fund Class A	HAGAX	D-	U.S. Mid Cap - Growth	20	1.2%
Columbia Acorn Fund Class A	LACAX	F-	U.S. Mid Cap - Growth	21	1.07%
Wells Fargo Growth Fund - Class Inst	SGRNX	F-	U.S. Mid Cap - Growth	24	0.75%
U.S. Equities - Value
Invesco Equity and Income Fund Class A	ACEIX	C++	U.S. All Cap - Value	13	0.78%
BlackRock Equity Dividend Fund R Shares	MRDVX	D++	U.S. All Cap - Value	16	1.28%
Victory Sycamore Established Value Fund Class R	GETGX	C++	U.S. Mid Cap - Value	19	1.22%
Invesco Small Cap Value Fund Class A	VSCAX	A++	U.S. Mid Cap - Value	28	1.11%
Franklin Income Series Class R	FISRX	B++	U.S. Mega Cap - Value	10	0.97%
Global & Intl. Equity
Vanguard Total International Stock Index Fund Investor Shares	VGTSX	D++	International Small Cap	14	0.22%
Columbia Acorn International Select Class A	LAFAX	C-	International Large Cap - Growth	16	1.47%
Scout International Fund	UMBWX	A	International Large Cap - Value	16	1.01%
Oppenheimer Developing Markets Fund Class R	ODVNX	C	Emerging Markets	17	1.7%
Oppenheimer International Bond Fund Class A	OIBAX	F++	International Small Cap	7	1.01%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
Vanguard Short-Term Investment-Grade Fund Investor Shares	VFSTX	B-	Bond - Multi Sector	1	0.2%
PIMCO GNMA Fund Class A	PAGNX	C	Bond - U.S. Mortgages	2	0.9%
Delaware Diversified Income Fund Class A	DPDFX	B-	Bond - Multi Sector	3	0.9%
PIMCO Total Return Fund Class R	PTRRX	B-	Bond - Multi Sector	3	1.1%
Vanguard Intermediate-Term Investment-Grade Fund Investor Shares	VFICX	B-	Bond - Multi Sector	3	0.2%
Vanguard Total Bond Market Index Fund Investor Shares	VBMFX	C-	Bond - Multi Sector	3	0.2%
Vanguard Inflation-Protected Securities Fund Investor Shares	VIPSX	C+	U.S. Treasury - TIPS	4	0.2%
Other
Columbia Value and Restructuring Fund Class A	EVRAX		Other	0	1.21%
Voya Global Real Estate Fund Class A	IGLAX		Other	0	1.24%

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