Homestead Funding Corp. 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
Janus Balanced Fund Class S	JABRX	C-	U.S. Mega Cap	10	1.08%
Vanguard 500 Index Fund Admiral Class	VFIAX	C	U.S. Large Cap	15	0.05%
Nationwide S&P 500 Index Fund Service Class	GRMSX	C	U.S. Large Cap	15	0.59%
Nationwide Investor Destinations Moderate Fund Class Service	NSDMX	D	U.S. All Cap	16	0.6%
Vanguard Small-Cap Index Fund Admiral Shares	VSMAX	B+	U.S. Small Cap	19	0.09%
Fidelity Advisor Leveraged Company Stock Fund Class A	FLSAX	B	U.S. All Cap	20	1.1%
Nationwide Investor Destinations Aggressive Fund Service Class	NDASX	D	U.S. All Cap	22	0.6%
Nationwide Investor Destinations Conservative Fund Service Class	NDCSX	C	U.S. All Cap	10	0.63%
U.S. Equities - Growth
Oppenheimer Global Fund Class A	OPPAX	A--	U.S. All Cap - Growth	18	1.19%
American Funds The Growth Fund of America Class R-5	RGAFX	B--	U.S. All Cap - Growth	18	0.39%
Ivy Mid Cap Growth Fund Class Y	WMGYX	B-	U.S. Mid Cap - Growth	20	1.23%
Vanguard Extended Market Index Fund Admiral Shares	VEXAX	A--	U.S. Small Cap - Growth	20	0.1%
ClearBridge Small Cap Growth Fund Class A	SASMX	A--	U.S. Small Cap - Growth	22	1.24%
U.S. Equities - Value
Invesco Equity and Income Fund Class A	ACEIX	C++	U.S. All Cap - Value	13	0.78%
MFS Value Fund Class A	MEIAX	C++	U.S. Mega Cap - Value	14	0.92%
BlackRock Equity Dividend Fund Investor A Shares	MDDVX	D++	U.S. All Cap - Value	16	0.99%
Invesco Comstock Fund Class A	ACSTX	B++	U.S. All Cap - Value	20	0.81%
T. Rowe Price Small-Cap Value Fund	PRSVX	B++	U.S. Small Cap - Value	20	0.81%
Specialty
Nuveen Real Estate Securities Fund Class A	FREAX	C++	U.S. Real Estate	17	1.25%
Global & Intl. Equity
Thornburg International Value Fund Class I	TGVIX	A+	Europe	14	0.86%
Vanguard International Growth Fund Investor Shares	VWIGX	B	Emerging Markets	21	0.48%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
Lord Abbett Short Duration Income Fund Class A	LALDX	B++	Bond - U.S. High Yield	1	0.58%
Loomis Sayles Investment Grade Bond Fund Class A	LIGRX	B	Bond - U.S. Corporate	2	0.83%
Vanguard Total Bond Market Index Fund Admiral Shares	VBTLX	C-	Bond - Multi Sector	3	0.08%
PIMCO Real Return Fund Institutional Class	PRRIX	C+	U.S. Treasury - TIPS	4	0.45%
Other
Nationwide Government Money Market Fund Institutional Class	GMIXX		Other	0	0%

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