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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 ACWGIXFU.S. All Cap28fund risk0.8%
Parnassus Core Equity Fund - Investor SharesPRBLXF++U.S. Mega Cap31fund risk0.87%
Schwab S&P 500 Index FundSWPPXCU.S. Large Cap32fund risk0.09%
Vanguard Mid-Cap Index Fund Investor SharesVIMSXC--U.S. Mid Cap34fund risk0.24%
Principal MidCap Fund Institutional ClassPCBIXA--U.S. Mid Cap34fund risk0.66%
Sentinel Small Company Fund Class ASAGWXF--U.S. Small Cap35fund risk1.21%
Vanguard Small Capitalization Index Fund Investor SharesNAESXD--U.S. Small Cap36fund risk0.24%
U.S. Equities - Growth     
Columbia Acorn Fund Class ALACAXF+U.S. Mid Cap - Growth32fund risk1.07%
Principal LargeCap Growth Fund I R-4 ClassPPUSXC++U.S. All Cap - Growth32fund risk0.97%
Eagle Mid Cap Growth Fund Class AHAGAXC+U.S. Mid Cap - Growth34fund risk1.2%
Wells Fargo Growth Fund - Class InstSGRNXD++U.S. All Cap - Growth34fund risk0.75%
U.S. Equities - Value     
Franklin Income Series Class RFISRXF--U.S. All Cap - Value17fund risk0.97%
Invesco Equity and Income Fund Class AACEIXD--U.S. All Cap - Value22fund risk0.78%
BlackRock Equity Dividend Fund R SharesMRDVXC--U.S. Large Cap - Value30fund risk1.28%
Victory Sycamore Established Value Fund Class RGETGXB--U.S. Mid Cap - Value35fund risk1.22%
Invesco Small Cap Value Fund Class AVSCAXD--U.S. Small Cap - Value47fund risk1.11%
Global & Intl. Equity     
Vanguard Total International Stock Index Fund Investor SharesVGTSXB--Europe27fund risk0.22%
Oppenheimer Developing Markets Fund Class RODVNXA--Emerging Markets27fund risk1.7%
Columbia Acorn International Select Class ALAFAXA--Europe28fund risk1.47%
Scout International FundUMBWXC--Europe30fund risk1.01%
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
Oppenheimer International Bond Fund Class AOIBAXF--Bond - Emerging Market13fund risk1.01%
Fidelity Advisor High Income Advantage Fund Class TFAHYXF--Bond - U.S. High Yield15fund risk1.01%
Vanguard Short-Term Investment-Grade Fund Investor SharesVFSTXC++Bond - U.S. Corporate3fund risk0.2%
PIMCO GNMA Fund Class APAGNXC++Bond - U.S. Mortgages3fund risk0.9%
Vanguard Total Bond Market Index Fund Investor SharesVBMFXC++Bond - Multi Sector5fund risk0.2%
Vanguard Intermediate-Term Investment-Grade Fund Investor SharesVFICXC++Bond - U.S. Corporate5fund risk0.2%
Delaware Diversified Income Fund Class ADPDFXC++Bond - U.S. Corporate6fund risk0.9%
PIMCO Total Return Fund Class RPTRRXD++Bond - Multi Sector6fund risk1.1%
Vanguard Inflation-Protected Securities Fund Investor SharesVIPSXC++U.S. Treasury - TIPS7fund risk0.2%
Columbia Value and Restructuring Fund Class AEVRAX Other0fund risk1.21%
Voya Global Real Estate Fund Class AIGLAX Other0fund risk1.24%
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