Investment options of INNOSOURCE, INC. 401(K) PLAN
Total Available Funds: 72
| Investment Description |
|---|
| Nationwide Trust Company, FSB Vngrd 500 Index Fd As |
| Nationwide Trust Company, FSB Nuveen Large Cap Growth Index Fund – Class R6 |
| Nationwide Trust Company, FSB Vngrd Trgt Rtrmt 2040 Inv |
| Nationwide Trust Company, FSB Amfds New Prspct R6 |
| Nationwide Trust Company, FSB Vngrd Mid-Cap Idx Fd As |
| Nationwide Trust Company, FSB Nw Inv Dest Mod Aggr R6 |
| Nationwide Trust Company, FSB Vngrd Trgt Rtrmt 2050 Inv |
| Nationwide Trust Company, FSB Nw Inv Dest Aggr R6 |
| Nationwide Trust Company, FSB Victory Pioneer Select Md Cp Gr Fund – Y |
| Nationwide Trust Company, FSB Vngrd Trgt Rtrmt 2035 Inv |
| Nationwide Trust Company, FSB Vngrd Eq Inc Adml |
| Nationwide Trust Company, FSB Vngrd Strat Smcap Eq Inv |
| Nationwide Trust Company, FSB Vngrd Trgt Rtrmt 2045 Inv |
| Nationwide Trust Company, FSB Jpm Eq Inc R5 |
| Nationwide Trust Company, FSB Amfds Cap Inc Bldr R6 |
| Nationwide Trust Company, FSB Nw Loomis Allcap Gr R6 |
| Nationwide Trust Company, FSB Dfa Glbl Alloc 25 75 Inst |
| Nationwide Trust Company, FSB Franklin High Income Fund – R6 Shares |
| Nationwide Trust Company, FSB Dfa Us Trgt Val Inst |
| Nationwide Trust Company, FSB Gdmnscs Gqgptnrintloppr R6 |
| Nationwide Trust Company, FSB Vngrd Ttl Intlstkindx Adml |
| Nationwide Trust Company, FSB Jpm Cor Bd R6 |
| Nationwide Trust Company, FSB Vngrd Trgt Rtrmt 2030 Inv |
| Nationwide Trust Company, FSB Vngrd Mdcap Val Indx Adml |
| Nationwide Trust Company, FSB Nw Inv Dest Mod R6 |
| Nationwide Trust Company, FSB Fid 500 Indx |
| Nationwide Trust Company, FSB Vngrd Wlngtn Inv |
| Nationwide Trust Company, FSB Vngrd Trgt Rtrmt 2025 Inv |
| Nationwide Trust Company, FSB Vngrd Trgt Rtrmt 2060 Inv |
| Nationwide Trust Company, FSB Vngrd Trgt Rtrmt 2020 Inv |
| Nationwide Trust Company, FSB Invsco Smcap Gr R5 |
| Nationwide Trust Company, FSB Dodge & Cox International Stock Fund Class I |
| Nationwide Trust Company, FSB Fid Us Bd Indx |
| Nationwide Trust Company, FSB Fid Intl Indx |
| Nationwide Trust Company, FSB Dfa Emrg Mkts Core Eq 2 Portfolio – Inst |
| Nationwide Trust Company, FSB Avantis U.S. Large Cap Value Fund |
| Nationwide Trust Company, FSB Jpm Lgcap Gr R6 |
| Nationwide Trust Company, FSB Avantis Emerging Markets Equity Fund – Institutional Class |
| Nationwide Trust Company, FSB Vngrd Explr Adml |
| Nationwide Trust Company, FSB Vngrd Info Tech Indx Adml |
| Nationwide Trust Company, FSB Vngrd Trgt Rtrmt 2055 Inv |
| Nationwide Trust Company, FSB Mfs Mdcap Gr R6 |
| Nationwide Trust Company, FSB Pgim Ttl Rtn Bd R6 |
| Nationwide Trust Company, FSB Diamond Hill Mdcap I |
| Nationwide Trust Company, FSB Dfa Glbl Realest Sec Inst |
| Nationwide Trust Company, FSB Prncpl Glbl Realest R6 |
| Nationwide Trust Company, FSB Blackrock High Yield Portfolio – Class K |
| Nationwide Trust Company, FSB Legal & General Commodity Strategy Fund – Institutional Shares |
| Nationwide Trust Company, FSB Vngrd Trgt Rtrmt Inc |
| Nationwide Trust Company, FSB Pimco Real Rtn Inst |
| Nationwide Trust Company, FSB Avantis U.S. Small Cap Value Fund – Institutional Class |
| Nationwide Trust Company, FSB Blkrk Ttl Rtn K |
| Nationwide Trust Company, FSB Ab Global Bond Fund – Class Z |
| Nationwide Trust Company, FSB Fed Hrms Gov Oblgtns Prmr |
| Nationwide Trust Company, FSB Vngrd Hlth Care Indx Adml |
| Nationwide Trust Company, FSB Vngrd Util Indx Adml |
| Nationwide Trust Company, FSB Vngrd Hlth Care Adml |
| Nationwide Trust Company, FSB Vngrd Hidivd Yld Indx Adml |
| Nationwide Trust Company, FSB Pimcocomdyrealrtnstratinst |
| Nationwide Trust Company, FSB Vngrd Sm Cap Indx Fd As |
| Nationwide Trust Company, FSB Vngrd Intl Gr Adml |
| Nationwide Trust Company, FSB Vngrd Euro Stk Indx Adml |
| Nationwide Trust Company, FSB Vngrd Ttl Stmkt Indx Fd As |
| Nationwide Trust Company, FSB Nw Nyse Arctch100indx R6 |
| Nationwide Trust Company, FSB Vngrd Fin Indx Adml |
| Nationwide Trust Company, FSB Fidadv Enrgy I |
| Nationwide Trust Company, FSB Dfa Us Lgcap Val Inst |
| Nationwide Trust Company, FSB Cohenstrs Intl Real Inst |
| Nationwide Trust Company, FSB American Beacon International Equity Fund – Class R5 |
| Nationwide Trust Company, FSB Col Sel Lgcap Gr Inst2 |
| Nationwide Trust Company, FSB Ab Glbl Bd I |
| Nationwide Trust Company, FSB Fixed Select Contract |
Investment model portfolios
We provide two types of investment model portfolios for INNOSOURCE, INC. 401(K) PLAN participants. You can customize and follow a model portfolio in your plan account.
Types of portfolio strategies
- Strategic asset allocation portfolio: It invests in a diversified portfolio of multiple assets, buy-and-hold without frequently changing the asset allocation weights.
- Suitable: For long-term (more than 15 years, preferably more than 20 years), want to be tax efficient and can withstand interim drawdown or loss as high as 50% or more.
- Pros:
- Less error-prone
- Infrequent rebalancing or transactions
- Tax efficient for taxable brokerage investments
- Cons:
- Interim loss or drawdown can be substantial
- Possible low returns for an extended period, such as 10 years or longer
- Tactical asset allocation portfolio: it invests in a diversified portfolio of multiple assets, dynamically adjust stock and bond allocations to minimize losses during market stress.
- Suitable: For long-term (more than 10 years or preferably longer) capital. Investors are willing to rebalance as frequent as monthly.
- Pros:
- Reduce large interim loss or drawdown
- Less sensitive to investment entry point
- Likely to improve returns
- Cons
- Demand more frequent rebalancing or transactions
- Less tax efficient — more suitable in a tax-deferred account such as 401(k) or IRA
- Can experience a period of lower returns compared to a broad-based strategic allocation or a buy-and-hold benchmark, especially in some bull markets
These portfolios are proactively monitored and rebalanced on a monthly basis when needed, ensuring it remains in line with its target allocation.
Let us know (Email us) if you need help to create a custom model portfolio for your plan.
Retirement Plan (401(k)) Info for INNOSOURCE, INC. 401(K) PLAN