Graves Environmental 401(K) Plan

Portfolios Funds Ratings Plan Information

Send me updates

Share this plan

PLAN FUNDS

help

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]

Name	Ticker	Rating	Best Fit Category	Risk (%)	Fees
U.S. Equities - Blend
Janus Balanced Fund Class S	JABRX	C-	U.S. Mega Cap	10	1.08%
Ivy Balanced Fund Class Y	IBNYX	B	U.S. All Cap	10	1.13%
Ivy Asset Strategy Fund Class Y	WASYX	B	U.S. All Cap	11	0.96%
Nationwide Investor Destination Moderately Conservative Fund Institutional Class	GMIMX	C	U.S. All Cap	12	0.21%
Fidelity Advisor Freedom 2035 Fund Class A	FATHX	B	U.S. All Cap	12	0.25%
Fidelity Advisor Freedom 2040 Fund Class A	FAFFX	B	U.S. All Cap	13	0.25%
Fidelity Advisor Freedom 2050 Fund Class A	FFFLX	B	U.S. All Cap	13	0.25%
Fidelity Advisor Freedom 2045 Fund Class A	FFFZX	B	U.S. All Cap	13	0.25%
Ivy Core Equity Fund Class Y	WCEYX	C	U.S. Large Cap	16	0.84%
Principal MidCap Fund Institutional Class	PCBIX	D+	U.S. Mid Cap	16	0.66%
Nationwide Investor Destinations Moderate Fund Class C	NCDMX	D	U.S. All Cap	16	1.19%
Nationwide Investor Destinations Moderate Fund Institutional Class	GMDIX	D	U.S. All Cap	16	0.2%
Neuberger Berman Genesis Fund Trust Class	NBGEX	F+	U.S. Mid Cap	18	1.1%
Wells Fargo Common Stock Fund - Class A	SCSAX	D+	U.S. Mid Cap	19	1.26%
Fidelity Advisor Mid Cap II Fund Class I	FIIMX	F+	U.S. Mid Cap	19	0.88%
Nationwide Investor Destinations Moderately Aggressive Fund Class I	GMIAX	D	U.S. All Cap	20	0.19%
Nationwide Investor Destinations Moderately Aggressive Fund Service Class	NDMSX	D	U.S. All Cap	20	0.59%
Nationwide Investor Destinations Aggressive Fund Class I	GAIDX	D	U.S. All Cap	22	0.19%
Nationwide Investor Destinations Aggressive Fund Service Class	NDASX	D	U.S. All Cap	22	0.6%
Fidelity Advisor Freedom 2005 Fund Class A	FFAVX	B	U.S. All Cap	4	0.25%
Fidelity Advisor Freedom 2010 Fund Class A	FACFX	B	U.S. All Cap	5	0.25%
Fidelity Advisor Freedom 2015 Fund Class A	FFVAX	B	U.S. All Cap	7	0.25%
Fidelity Advisor Freedom 2020 Fund Class A	FDAFX	B	U.S. All Cap	8	0.25%
Fidelity Advisor Freedom 2025 Fund Class A	FATWX	B	U.S. All Cap	9	0.25%
Fidelity Advisor Freedom 2030 Fund Class A	FAFEX	B	U.S. All Cap	10	0.25%
U.S. Equities - Growth
Fidelity Advisor Equity Growth Fund Class A	EPGAX	C--	U.S. All Cap - Growth	19	1.1%
T. Rowe Price New Horizons Fund	PRNHX	C-	U.S. Mid Cap - Growth	20	0.8%
Vanguard Growth Index Fund Investor Shares	VIGRX	C--	U.S. Large Cap - Growth	20	0.24%
Oppenheimer Capital Appreciation Fund Class A	OPTFX	C--	U.S. All Cap - Growth	21	1.11%
U.S. Equities - Value
Vanguard Dividend Growth Fund Investor Shares	VDIGX	C++	U.S. Mega Cap - Value	13	0.31%
Buffalo Flexible Income Fund	BUFBX	B++	U.S. Mega Cap - Value	14	1.01%
Principal Equity Income Fund Institutional Class	PEIIX	C++	U.S. Large Cap - Value	14	0.52%
RidgeWorth Ceredex Mid-Cap Value Equity Fund I Shares	SMVTX	B++	U.S. Large Cap - Value	16	1.09%
Eaton Vance Atlanta Capital SMID-Cap Fund Class A	EAASX	D++	U.S. Mid Cap - Value	18	1.25%
Ivy Global Natural Resources Fund Class Y	IGNYX	D++	U.S. All Cap - Value	19	1.33%
Vanguard Small Capitalization Value Index Fund Investor Shares	VISVX	B++	U.S. Small Cap - Value	22	0.24%
Specialty
Prudential Global Real Estate Fund Class A	PURAX	B++	U.S. Real Estate	15	1.26%
Deutsche Real Estate Securities Fund Class A	RRRAX	B++	U.S. Real Estate	18	0.96%
Global & Intl. Equity
Janus Overseas Fund Class S	JIGRX	B++	International Small Cap	15	0.93%
American Funds EuroPacific Growth Fund Class R-6	RERGX	A-	International Large Cap - Growth	16	0.49%
Oppenheimer Developing Markets Fund Class A	ODMAX	C	Emerging Markets	17	1.35%
Ivy Emerging Markets Equity Fund Class Y	IPOYX	B	Emerging Markets	19	1.47%
Bonds
Vanguard GNMA Fund Investor Shares	VFIIX	C	Bond - U.S. Mortgages	2	0.21%
Principal High Yield Fund I Institutional Class	PYHIX	B++	Bond - U.S. High Yield	3	0.65%
Other
Nationwide Government Bond Fund Class A	NUSAX		Other	0	1.15%
Nationwide Government Money Market Fund Institutional Class	GMIXX		Other	0	0%

Following Plans

Following a plan allows you to:

Access the plan directly from your profile page
Receive e-mail alerts when the plan is rebalanced, or changed
Make modifications and contribute to the plan information