Graves Environmental 401K Plan
Investment Model Portfolios

Investment options of Graves Environmental 401K Plan

Total Available Funds: 46
Asset Class Ticker Description
Others
Aggressive Allocation IBNYX Ivy Balanced Y
World Allocation WASYX Ivy Asset Strategy Y
Moderate Allocation GMDIX Nationwide Inv Dest Mod I
Conservative Allocation GMIMX Nationwide Inv Dest Mod Cnsrv Instl
Moderate Allocation NCDMX Nationwide Inv Dest Mod C
Aggressive Allocation NDMSX Nationwide Inv Dest Mod Agrsv Svc
Aggressive Allocation GMIAX Nationwide Inv Destinations Mod Agrsv I
Moderate Allocation JABRX Janus Balanced S
Moderate Allocation BUFBX Buffalo Flexible Income
Target Date 2000-2010 FFAVX Fidelity Advisor Freedom 2005 A
Target Date 2000-2010 FACFX Fidelity Advisor Freedom 2010 A
Target Date 2011-2015 FFVAX Fidelity Advisor Freedom 2015 A
Target Date 2016-2020 FDAFX Fidelity Advisor Freedom 2020 A
Target Date 2021-2025 FATWX Fidelity Advisor Freedom 2025 A
Target Date 2026-2030 FAFEX Fidelity Advisor Freedom 2030 A
Target Date 2031-2035 FATHX Fidelity Advisor Freedom 2035 A
Target Date 2036-2040 FAFFX Fidelity Advisor Freedom 2040 A
Target Date 2041-2045 FFFZX Fidelity Advisor Freedom 2045 A
Target Date 2046-2050 FFFLX Fidelity Advisor Freedom 2050 A
Natural Resources IGNYX Ivy Global Natural Resources Y
ROOT CASH Nationwide Money Market Fund Institutional Class
US EQUITY
LARGE BLEND NDASX Nationwide Inv Dest Agrsv Svc
LARGE BLEND GAIDX Nationwide Inv Destinations Agrsv I
LARGE GROWTH WCEYX Ivy Core Equity Y
LARGE GROWTH VIGRX Vanguard Growth Index Inv
LARGE BLEND VDIGX Vanguard Dividend Growth Inv
LARGE VALUE PEIIX Principal Equity Income Inst
LARGE GROWTH OPTFX Oppenheimer Capital Appreciation A
LARGE GROWTH EPGAX Fidelity Advisor Equity Growth A
Mid-Cap Growth SCSAX Wells Fargo Advantage Common Stock A
MID-CAP VALUE SMVTX RidgeWorth Mid-Cap Value Equity I
Mid-Cap Growth PCBIX Principal MidCap Blend Inst
Mid-Cap Growth NBGEX Neuberger Berman Genesis Tr
Mid-Cap Growth FIIMX Fidelity Advisor Mid Cap II I
Mid-Cap Growth EAASX Eaton Vance Atlanta Capital SMID-Cap A
SMALL VALUE VISVX Vanguard Small Cap Value Index Inv
Small Growth PRNHX T. Rowe Price New Horizons
FIXED INCOME
Intermediate Government VFIIX Vanguard GNMA Inv
High Yield Bond PYHIX Principal High Yield I Inst
Intermediate Government NUSAX Nationwide Government Bond A
Emerging Market
DIVERSIFIED EMERGING MKTS ODMAX Oppenheimer Developing Markets A
INTERNATIONAL EQUITY
Foreign Large Growth JIGRX Janus Overseas S
Foreign Large Blend RERGX American Funds EuroPacific Gr R6
PACIFIC/ASIA EX-JAPAN STK IPOYX Ivy Pacific Opportunities Y
REAL ESTATE
Global Real Estate PURAX Prudential Global Real Estate A
REAL ESTATE RRRAX DWS RREEF Real Estate Securities A

Investment model portfolios

We provide two types of investment model portfolios for Graves Environmental 401K Plan participants. You can customize and follow a model portfolio in your plan account.

Types of portfolio strategies

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.

Example model portfolios

The following provides historical returns for example model portfolios with a moderate risk profile (at most 60% in stocks) and their comparison with benchmark index funds. You can customize these portfolios according to your own risk profile.

Strategic Asset Allocation Model Portfolio

The following portfolio is based on the MyPlanIQ Strategic Asset Allocation (SAA) strategy.

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
Graves Environmental 401K Plan Strategic Asset Allocation – Optimal Moderate NA 17.40% -0.76% 3.33% 2.92% 4.84% 5.96%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 37.82% 8.86% 15.20% 12.89% 14.04% 10.46%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 22.89% 2.25% 6.63% 6.01% 7.19% 6.10%
Data as of 10/31/2024, Common starting date is 12/31/2000

Tactical Asset Allocation Model Portfolio

The following portfolio is based on the MyPlanIQ Tactical Asset Allocation (TAA) strategy.

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
Graves Environmental 401K Plan Tactical Asset Allocation Moderate NA 0.14% 4.17% 2.69% 7.97% 9.61% NA
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 7.18% 10.93% 11.18% 13.10% 8.60% 6.45%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA -0.24% 4.98% 4.97% 7.82% 5.92% 5.61%
Data as of 10/31/2018, Common starting date is 12/31/2000