MyPlanIQ 401k Investor Graves Environmental 401K Plan

Graves Environmental 401K Plan

This Plan is unrated.
Investment Options
Total Available Funds: 46
Asset Class Ticker Description Rating
REAL ESTATE
Global Real Estate PURAX Prudential Global Real Estate A
REAL ESTATE RRRAX DWS RREEF Real Estate Securities A
Emerging Market
DIVERSIFIED EMERGING MKTS ODMAX Oppenheimer Developing Markets A
INTERNATIONAL EQUITY
PACIFIC/ASIA EX-JAPAN STK IPOYX Ivy Pacific Opportunities Y
Foreign Large Blend RERGX American Funds EuroPacific Gr R6
Foreign Large Growth JIGRX Janus Overseas S
Others
World Allocation WASYX Ivy Asset Strategy Y
Aggressive Allocation GMIAX Nationwide Inv Destinations Mod Agrsv I
Moderate Allocation BUFBX Buffalo Flexible Income
Total Available Funds: 46
Asset Class Ticker Description Rating
REAL ESTATE
Global Real Estate PURAX Prudential Global Real Estate A
REAL ESTATE RRRAX DWS RREEF Real Estate Securities A
Emerging Market
DIVERSIFIED EMERGING MKTS ODMAX Oppenheimer Developing Markets A
INTERNATIONAL EQUITY
PACIFIC/ASIA EX-JAPAN STK IPOYX Ivy Pacific Opportunities Y
Foreign Large Blend RERGX American Funds EuroPacific Gr R6
Foreign Large Growth JIGRX Janus Overseas S
Others
World Allocation WASYX Ivy Asset Strategy Y
Aggressive Allocation GMIAX Nationwide Inv Destinations Mod Agrsv I
Moderate Allocation BUFBX Buffalo Flexible Income
Moderate Allocation GMDIX Nationwide Inv Dest Mod I
Conservative Allocation GMIMX Nationwide Inv Dest Mod Cnsrv Instl
Target Date 2046-2050 FFFLX Fidelity Advisor Freedom 2050 A
Aggressive Allocation IBNYX Ivy Balanced Y
Target Date 2041-2045 FFFZX Fidelity Advisor Freedom 2045 A
Target Date 2031-2035 FATHX Fidelity Advisor Freedom 2035 A
Target Date 2000-2010 FACFX Fidelity Advisor Freedom 2010 A
Target Date 2021-2025 FATWX Fidelity Advisor Freedom 2025 A
Target Date 2011-2015 FFVAX Fidelity Advisor Freedom 2015 A
Target Date 2000-2010 FFAVX Fidelity Advisor Freedom 2005 A
Aggressive Allocation NDMSX Nationwide Inv Dest Mod Agrsv Svc
Target Date 2026-2030 FAFEX Fidelity Advisor Freedom 2030 A
Target Date 2036-2040 FAFFX Fidelity Advisor Freedom 2040 A
Target Date 2016-2020 FDAFX Fidelity Advisor Freedom 2020 A
Natural Resources IGNYX Ivy Global Natural Resources Y
Moderate Allocation JABRX Janus Balanced S
ROOT CASH Nationwide Money Market Fund Institutional Class
Moderate Allocation NCDMX Nationwide Inv Dest Mod C
FIXED INCOME
Intermediate Government VFIIX Vanguard GNMA Inv
Intermediate Government NUSAX Nationwide Government Bond A
High Yield Bond PYHIX Principal High Yield I Inst
US EQUITY
SMALL VALUE VISVX Vanguard Small Cap Value Index Inv
LARGE GROWTH VIGRX Vanguard Growth Index Inv
Mid-Cap Growth NBGEX Neuberger Berman Genesis Tr
MID-CAP VALUE SMVTX RidgeWorth Mid-Cap Value Equity I
LARGE BLEND VDIGX Vanguard Dividend Growth Inv
Mid-Cap Growth PCBIX Principal MidCap Blend Inst
LARGE BLEND GAIDX Nationwide Inv Destinations Agrsv I
LARGE VALUE PEIIX Principal Equity Income Inst
Mid-Cap Growth FIIMX Fidelity Advisor Mid Cap II I
Small Growth PRNHX T. Rowe Price New Horizons
Mid-Cap Growth EAASX Eaton Vance Atlanta Capital SMID-Cap A
Mid-Cap Growth SCSAX Wells Fargo Advantage Common Stock A
LARGE BLEND NDASX Nationwide Inv Dest Agrsv Svc
LARGE GROWTH WCEYX Ivy Core Equity Y
LARGE GROWTH OPTFX Oppenheimer Capital Appreciation A
LARGE GROWTH EPGAX Fidelity Advisor Equity Growth A
Total Available Funds: 46
  • R*: Redemption (Minimum months to hold).
  • RT: Round Trip (number of times allowed to buy/sell in trailing 12 months).
  • WP: Waiting Period (minimum months to wait before buy again).
  • M*:Mark (p: proxy, n: not used).
Asset Class Ticker Description Rating R* RT WP Expense Yield
REAL ESTATE
Global Real Estate PURAX Prudential Global Real Estate A 57% 3 60 0 1.31% 2.14%
REAL ESTATE RRRAX DWS RREEF Real Estate Securities A 48% 3 60 0 0.53% 1.93%
Emerging Market
DIVERSIFIED EMERGING MKTS ODMAX Oppenheimer Developing Markets A 65% 3 60 0 0.84% 0.52%
INTERNATIONAL EQUITY
PACIFIC/ASIA EX-JAPAN STK IPOYX Ivy Pacific Opportunities Y 49% 3 60 0 0.76% 3.26%
Foreign Large Blend RERGX American Funds EuroPacific Gr R6 32% 3 60 0 0.9% 3.97%
Foreign Large Growth JIGRX Janus Overseas S 28% 3 60 0 2.06% 1.06%
Others
World Allocation WASYX Ivy Asset Strategy Y 98% 3 60 0 2.19% 3.29%
Aggressive Allocation GMIAX Nationwide Inv Destinations Mod Agrsv I 91% 3 60 0 0.9% 6.96%
Moderate Allocation BUFBX Buffalo Flexible Income 90% 3 60 0 1.01% 3.65%
Moderate Allocation GMDIX Nationwide Inv Dest Mod I 83% 3 60 0 0.84% 6.62%
Conservative Allocation GMIMX Nationwide Inv Dest Mod Cnsrv Instl 79% 3 60 0 0.52% 5.18%
Target Date 2046-2050 FFFLX Fidelity Advisor Freedom 2050 A 73% 3 60 0 1% 1.21%
Aggressive Allocation IBNYX Ivy Balanced Y 71% 3 60 0 1.34% 2.39%
Target Date 2041-2045 FFFZX Fidelity Advisor Freedom 2045 A 67% 3 60 0 1.25% 1.19%
Target Date 2031-2035 FATHX Fidelity Advisor Freedom 2035 A 65% 3 60 0 0.96% 1.6%
Target Date 2000-2010 FACFX Fidelity Advisor Freedom 2010 A 64% 3 60 0 0.49% 2.36%
Target Date 2021-2025 FATWX Fidelity Advisor Freedom 2025 A 63% 3 60 0 1.62% 1.97%
Target Date 2011-2015 FFVAX Fidelity Advisor Freedom 2015 A 63% 3 60 0 1.54% 2.34%
Target Date 2000-2010 FFAVX Fidelity Advisor Freedom 2005 A 62% 3 60 0 1.47% 2.45%
Aggressive Allocation NDMSX Nationwide Inv Dest Mod Agrsv Svc 59% 3 60 0 0.9% 6.55%
Target Date 2026-2030 FAFEX Fidelity Advisor Freedom 2030 A 57% 3 60 0 0.66% 1.81%
Target Date 2036-2040 FAFFX Fidelity Advisor Freedom 2040 A 57% 3 60 0 1.75% 1.26%
Target Date 2016-2020 FDAFX Fidelity Advisor Freedom 2020 A 56% 3 60 0 0.51% 2.19%
Natural Resources IGNYX Ivy Global Natural Resources Y 42% 3 60 0 1.08% 1.86%
Moderate Allocation JABRX Janus Balanced S 22% 3 60 0 0.7% 1.79%
ROOT CASH Nationwide Money Market Fund Institutional Class 0% 3 60 0 NA 2.67%
Moderate Allocation NCDMX Nationwide Inv Dest Mod C 0% 3 60 0 0.84% 5.83%
FIXED INCOME
Intermediate Government VFIIX Vanguard GNMA Inv 98% 3 60 0 0.11% 3.32%
Intermediate Government NUSAX Nationwide Government Bond A 52% 3 60 0 0.4% 4.71%
High Yield Bond PYHIX Principal High Yield I Inst 0% 3 60 0 0.61% 7.34%
US EQUITY
SMALL VALUE VISVX Vanguard Small Cap Value Index Inv 100% 3 60 0 0.06% 2.35%
LARGE GROWTH VIGRX Vanguard Growth Index Inv 97% 3 60 0 0.04% 0.57%
Mid-Cap Growth NBGEX Neuberger Berman Genesis Tr 96% 3 60 0 0.84% 3.24%
MID-CAP VALUE SMVTX RidgeWorth Mid-Cap Value Equity I 92% 3 60 0 0.79% 1.31%
LARGE BLEND VDIGX Vanguard Dividend Growth Inv 90% 3 60 0 0.3% 3.49%
Mid-Cap Growth PCBIX Principal MidCap Blend Inst 90% 3 60 0 0.94% 2.83%
LARGE BLEND GAIDX Nationwide Inv Destinations Agrsv I 85% 3 60 0 0.5% 6.54%
LARGE VALUE PEIIX Principal Equity Income Inst 84% 3 60 0 1.62% 3.2%
Mid-Cap Growth FIIMX Fidelity Advisor Mid Cap II I 80% 3 60 0 1.25% 5.27%
Small Growth PRNHX T. Rowe Price New Horizons 80% 3 60 0 0.79% 0%
Mid-Cap Growth EAASX Eaton Vance Atlanta Capital SMID-Cap A 64% 3 60 0 1.14% 3.41%
Mid-Cap Growth SCSAX Wells Fargo Advantage Common Stock A 58% 3 60 0 0.83% 3.87%
LARGE BLEND NDASX Nationwide Inv Dest Agrsv Svc 46% 3 60 0 0.5% 6.12%
LARGE GROWTH WCEYX Ivy Core Equity Y 43% 3 60 0 0.97% 11.03%
LARGE GROWTH OPTFX Oppenheimer Capital Appreciation A 36% 3 60 0 0.63% 0%
LARGE GROWTH EPGAX Fidelity Advisor Equity Growth A 31% 3 60 0 0.72% 0.67%
Average Expense Ratio: 0.91%
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Model Portfolios
Strategic Asset Allocation - Equal Weight: Click here to see this strategy description
Equal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 9.6% 1.0% 4.6% 4.0% 7.3% 7.1%

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Asset Allocation Composite: Click here to see this strategy description
Strategic Asset Allocation with Dynamic Risk Adjustment YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click to Create Model Portfolio

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*     AR: Annualized Return
**   YTD: Year to Date (not annualized)
*** The above portfolios are of moderate risk, which means that more than 40% of assets are in fixed income funds.


Description
The plan consists of 46 funds. It covers 5 major asset classes and 30 minor asset classes. The major asset classes it covers are US Equity, Emerging Market Equity, Foreign Equity, Fixed Income and REITs.


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