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Guild Mortgage Company Profit Sharing 401(K) 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     
American Funds Capital World Growth and Income Fund Class ACWGIXDU.S. Large Cap14fund risk0.8%
Parnassus Core Equity Fund - Investor SharesPRBLXAU.S. Large Cap16fund risk0.87%
Schwab S&P 500 Index FundSWPPXCU.S. Large Cap17fund risk0.09%
Vanguard Mid-Cap Index Fund Investor SharesVIMSXCU.S. Mid Cap17fund risk0.24%
Vanguard Small Capitalization Index Fund Investor SharesNAESXB--U.S. Small Cap18fund risk0.24%
Sentinel Small Company Fund Class ASAGWXD--U.S. Small Cap19fund risk1.21%
Fidelity Advisor High Income Advantage Fund Class TFAHYXCU.S. Mid Cap7fund risk1.01%
U.S. Equities - Growth     
Principal MidCap Fund Institutional ClassPCBIXAU.S. Mid Cap - Growth16fund risk0.66%
Columbia Acorn Fund Class ALACAXFU.S. Mid Cap - Growth20fund risk1.07%
Principal LargeCap Growth Fund I R-4 ClassPPUSXCU.S. Large Cap - Growth20fund risk0.97%
Eagle Mid Cap Growth Fund Class AHAGAXCU.S. Mid Cap - Growth21fund risk1.2%
Wells Fargo Growth Fund - Class InstSGRNXCU.S. All Cap - Growth23fund risk0.75%
U.S. Equities - Value     
Invesco Equity and Income Fund Class AACEIXCU.S. All Cap - Value11fund risk0.78%
BlackRock Equity Dividend Fund R SharesMRDVXCU.S. Large Cap - Value14fund risk1.28%
Victory Sycamore Established Value Fund Class RGETGXBU.S. Mid Cap - Value15fund risk1.22%
Invesco Small Cap Value Fund Class AVSCAXC--U.S. Small Cap - Value39fund risk1.11%
Franklin Income Series Class RFISRXBU.S. All Cap - Value8fund risk0.97%
Specialty     
Voya Global Real Estate Fund Class AIGLAXB++U.S. Real Estate11fund risk1.24%
Global & Intl. Equity     
Vanguard Total International Stock Index Fund Investor SharesVGTSXC--International Large Cap13fund risk0.22%
Scout International FundUMBWXB--International Large Cap14fund risk1.01%
Oppenheimer Developing Markets Fund Class RODVNXA--Emerging Markets16fund risk1.7%
Columbia Acorn International Select Class ALAFAXCInternational Large Cap - Growth16fund risk1.47%
Oppenheimer International Bond Fund Class AOIBAXB--Europe6fund risk1.01%
Bonds     
US Cash / Money MarketUSCASHC+U.S. Cash / Money Market0fund risk0%
Vanguard Short-Term Investment-Grade Fund Investor SharesVFSTXB++U.S. Treasury - Short / Intermediate2fund risk0.2%
PIMCO GNMA Fund Class APAGNXC++Bond - U.S. Mortgages2fund risk0.9%
Vanguard Intermediate-Term Investment-Grade Fund Investor SharesVFICXB++U.S. Treasury - Intermediate3fund risk0.2%
Delaware Diversified Income Fund Class ADPDFXB++Bond - U.S. Corporate3fund risk0.9%
Vanguard Total Bond Market Index Fund Investor SharesVBMFXB++U.S. Treasury - Intermediate3fund risk0.2%
PIMCO Total Return Fund Class RPTRRXC++Bond - Multi Sector4fund risk1.1%
Vanguard Inflation-Protected Securities Fund Investor SharesVIPSXC++U.S. Treasury - TIPS4fund risk0.2%
Other     
Columbia Value and Restructuring Fund Class AEVRAX Other0fund risk1.21%
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