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H O Wolding Inc Employees 401K Profit-Sharing 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
Nationwide Investor Destination Moderately Conservative Fund Institutional Class
GMIMX
C
U.S. All Cap
12
0.21%
Fidelity Puritan Fund
FPURX
C
U.S. Large Cap
12
0.57%
American Funds Capital World Growth and Income Fund Class R-6
RWIGX
C
U.S. Large Cap
14
0.45%
Vanguard 500 Index Fund Admiral Class
VFIAX
C
U.S. Large Cap
15
0.05%
Vanguard Mid-Cap Index Fund Admiral Shares
VIMAX
C+
U.S. Mid Cap
16
0.09%
Nationwide Investor Destinations Moderate Fund Institutional Class
GMDIX
D
U.S. All Cap
16
0.2%
Vanguard Small-Cap Index Fund Admiral Shares
VSMAX
B+
U.S. Small Cap
19
0.09%
Nationwide Investor Destinations Moderately Aggressive Fund Class I
GMIAX
D
U.S. All Cap
20
0.19%
Nationwide Investor Destinations Aggressive Fund Class I
GAIDX
D
U.S. All Cap
22
0.19%
Nationwide Investor Destinations Conservative Fund Class I
GIMCX
C
U.S. All Cap
10
0.23%
U.S. Equities - Growth
WALLIX
ALLIX
A--
U.S. Large Cap - Growth
18
0.88%
Janus Forty Fund Class T
JACTX
B--
U.S. All Cap - Growth
20
0.71%
Franklin Small-Mid Cap Growth Fund Class A
FRSGX
C-
U.S. Mid Cap - Growth
21
0.96%
Emerald Growth Fund Class A
HSPGX
D--
U.S. Small Cap - Growth
23
1.29%
Touchstone Sands Capital Institutional Growth Fund
CISGX
F-
U.S. Mid Cap - Growth
51
0%
U.S. Equities - Value
AMG Yacktman Focused Fund Class S
YAFFX
A++
U.S. All Cap - Value
13
1.25%
Invesco Growth and Income Fund Class A
ACGIX
C++
U.S. All Cap - Value
19
0.81%
Vanguard Small Capitalization Value Index Fund Investor Shares
VISVX
B++
U.S. Small Cap - Value
22
0.24%
Vanguard Selected Value Fund Investor Shares
VASVX
F++
U.S. Mid Cap - Value
23
0.43%
Global & Intl. Equity
Vanguard Total International Stock Index Fund Admiral Shares
VTIAX
D++
International Small Cap
14
0.14%
Oppenheimer International Small-Mid Company Fund Class A
OSMAX
A-
International Large Cap - Growth
14
1.24%
Bonds
US Cash / Money Market
USCASH
C
U.S. Cash / Money Market
0
0%
Vanguard Short-Term Treasury Fund Admiral Shares
VFIRX
C
U.S. Treasury - Short
1
0.1%
Vanguard Intermediate-Term Government Bond Index Fund Admiral Shares
VSIGX
C-
U.S. Treasury - Short / Intermediate
2
0.12%
TCW Total Return Bond Fund Class I
TGLMX
B-
U.S. Treasury - Intermediate
3
0.44%
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