INNOSOURCE, INC. 401(K) PLAN Investment Options
Available Funds in INNOSOURCE, INC. 401(K) PLAN
Below is the lineup of investment options available to participants in INNOSOURCE, INC. 401(K) PLAN. This typically includes a mix of mutual funds, index funds, and collective investment trusts (CITs) — which are pooled investment vehicles custom-built for large retirement plans, often with lower expense ratios than their retail mutual fund equivalents.
When evaluating these options, focus on expense ratios (lower is better), asset class coverage (U.S. stocks, international stocks, bonds, and stable value), and whether low-cost index funds are available. Research consistently shows that low-cost, broadly diversified index funds outperform most actively managed funds over the long term.
| 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 |
How to Build a Smart Portfolio in Your 401(k)
Your investment lineup is only as good as how you use it. Here are the key steps to building a portfolio that works for your retirement goals:
- Know your risk tolerance and timeline. If you are decades from retirement, you can generally afford more stock exposure. Closer to retirement, you may want to shift toward bonds and stable value for capital preservation.
- Diversify across asset classes. Spread investments across U.S. stocks, international stocks, bonds, and possibly real estate or stable value. This reduces the impact of any single market downturn.
- Favor low-cost index funds. Even a 0.5% difference in annual fees compounds to tens of thousands of dollars over a 30-year career. If your plan offers an S&P 500 index fund or a total stock market index fund at low cost, that is typically a strong core holding.
- Consider a target-date fund if you prefer simplicity. Target-date funds automatically adjust your stock/bond allocation as you approach retirement, making them a solid one-fund solution for hands-off investors.
- Rebalance at least annually. Over time, your portfolio drifts from its target allocation as some assets outperform others. Rebalancing keeps your risk level consistent.
Learn more in our Four-Step Guide for 401(k) Retirement Investing, or use the Asset Allocation Calculator to find the right mix for your age and risk tolerance.
Model Asset Allocation Portfolios
Not sure how to allocate your investments? These model portfolios are built from core, broadly diversified asset classes using ultra-low-cost index funds. Choose a template that matches your risk tolerance, then adapt it to the specific funds available in INNOSOURCE, INC. 401(K) PLAN. See Asset Allocation Portfolio Templates for a detailed guide.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Four Core Asset Portfolio | 4.74% | 18.86% | 12.42% | 5.72% | 8.01% | 7.30% | 6.92% | … | … |
| Five Core Asset Portfolio | 4.70% | 18.79% | 12.38% | 5.55% | 7.97% | 7.19% | 6.94% | … | … |
| Three Core Asset Portfolio | 4.57% | 19.80% | 13.11% | 6.19% | 8.52% | 7.64% | 7.10% | … | … |
| Two Core Asset Portfolio | 3.87% | 19.18% | 13.68% | 6.85% | 9.34% | 8.84% | 7.95% | … | … |
| Yale Endowment Template | 5.35% | 17.45% | 11.87% | 5.56% | 8.33% | 7.96% | 7.55% | … | … |
| S&P 500 Index | 5.96% | 30.43% | 21.65% | 12.98% | 15.09% | 13.73% | 10.93% | … | … |
Get Key Insights for This Plan
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Puzzled on what to invest?
- We ask a few questions to decide your personal return and risk expectations
- We build a custom portfolio for your plan (401(k), 403(b), 529 …) or for a brokerage account
- We monitor and send timely rebalance emails on what investment funds to buy and sell
Looking for ideas to generate income?
- ETF or mutual fund income portfolios for 4-7% annual income
- Dividend stock funds
- Passive real estate investments
- more …
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