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MyPlanIQ 401k Investor Nationwide Life Insurance Co NEA VALUEBUILDER NQ B SHARES

Nationwide Life Insurance Co NEA VALUEBUILDER NQ B SHARES

This Plan is unrated.
Investment Options
Total Available Funds: 19
Asset Class Ticker Description Rating
Others
ROOT CASH Nationwide VIT Money Market 1 NQ
INTERNATIONAL EQUITY
Foreign Large Growth AIEVX Invesco VI International Growth I
Foreign Large Value TEMFX Franklin VIP Foreign Security 1
US EQUITY
LARGE VALUE FEQIX Fidelity VIP Equity-Income Init
LARGE BLEND DGAGX Dreyfus Var Inv Appreciation I
LARGE GROWTH JAGRX Janus Aspen Overseas Inst
FIXED INCOME
High Yield Bond SPHIX Fidelity VIP High Income Init
High Yield Bond FHIIX Nationwide VIT Federated High Income 1
Intermediate Government NUSAX Nationwide VIT Government Bond 1 N
Total Available Funds: 19
Asset Class Ticker Description Rating
Others
ROOT CASH Nationwide VIT Money Market 1 NQ
INTERNATIONAL EQUITY
Foreign Large Growth AIEVX Invesco VI International Growth I
Foreign Large Value TEMFX Franklin VIP Foreign Security 1
US EQUITY
LARGE VALUE FEQIX Fidelity VIP Equity-Income Init
LARGE BLEND DGAGX Dreyfus Var Inv Appreciation I
LARGE GROWTH JAGRX Janus Aspen Overseas Inst
LARGE BLEND NBPTX Neuberger Berman AMT Partners I
LARGE BLEND PEOPX Dreyfus Stock Index Init
MID-CAP BLEND SOPVX WFVT Opportunity
LARGE BLEND NWFAX Nationwide VIT Nation 1 NQ
LARGE GROWTH LCGAX Invesco VI Capital Appreciation I
SMALL BLEND DRELX Dreyfus Var Inv Leader I
LARGE GROWTH DAPAX Dreyfus Socially Responsible Init
LARGE VALUE AVGIX American Century VP Income & Growth I
Mid-Cap Growth AVCIX American Century VP Capital Appreciation I
FIXED INCOME
High Yield Bond SPHIX Fidelity VIP High Income Init
High Yield Bond FHIIX Nationwide VIT Federated High Income 1
Intermediate Government NUSAX Nationwide VIT Government Bond 1 N
Intermediate-Term Bond SDFIX Dreyfus Var Inv Quality Bond I
Total Available Funds: 19
  • 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
Others
ROOT CASH Nationwide VIT Money Market 1 NQ 0% 3 60 0 NA 2.53%
INTERNATIONAL EQUITY
Foreign Large Growth AIEVX Invesco VI International Growth I 93% 3 60 0 1.27% 15.85%
Foreign Large Value TEMFX Franklin VIP Foreign Security 1 54% 3 60 0 0.85% 4.06%
US EQUITY
LARGE VALUE FEQIX Fidelity VIP Equity-Income Init 98% 3 60 0 0.57% 5.43%
LARGE BLEND DGAGX Dreyfus Var Inv Appreciation I 97% 3 60 0 0.66% 16.83%
LARGE GROWTH JAGRX Janus Aspen Overseas Inst 89% 3 60 0 0.81% 7.96%
LARGE BLEND NBPTX Neuberger Berman AMT Partners I 84% 3 60 0 0.51% 6.8%
LARGE BLEND PEOPX Dreyfus Stock Index Init 72% 3 60 0 0.5% 10.91%
MID-CAP BLEND SOPVX WFVT Opportunity 39% 3 60 0 0.72% 9.21%
LARGE BLEND NWFAX Nationwide VIT Nation 1 NQ 34% 3 60 0 0.56% 22.34%
LARGE GROWTH LCGAX Invesco VI Capital Appreciation I 0% 3 60 0 1.25% 4.1%
SMALL BLEND DRELX Dreyfus Var Inv Leader I 0% 3 60 0 NA 0.01%
LARGE GROWTH DAPAX Dreyfus Socially Responsible Init 0% 3 60 0 1.15% 31.57%
LARGE VALUE AVGIX American Century VP Income & Growth I 0% 3 60 0 NA 1.59%
Mid-Cap Growth AVCIX American Century VP Capital Appreciation I 0% 3 60 0 NA 4.12%
FIXED INCOME
High Yield Bond SPHIX Fidelity VIP High Income Init 91% 3 60 0 1.16% 6.67%
High Yield Bond FHIIX Nationwide VIT Federated High Income 1 59% 3 60 0 0.9% 5.45%
Intermediate Government NUSAX Nationwide VIT Government Bond 1 N 52% 3 60 0 0.4% 3.09%
Intermediate-Term Bond SDFIX Dreyfus Var Inv Quality Bond I 0% 3 60 0 0.56% 2.46%
Average Expense Ratio: 0.79%
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Model Portfolios
Strategic Asset Allocation - Optimal: Click here to see this strategy description
Optimal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click to Create Model Portfolio

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Tactical Asset Allocation: Click here to see this strategy description
Dynamic Asset Switching YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 6.9% 0.8% 3.2% 1.3% 5.8% 6.1%

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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 19 funds. It covers 3 major asset classes and 11 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.


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