MyPlanIQ 401k Investor NATIONWIDE SAVINGS PLAN

NATIONWIDE SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 24
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend VGTSX International Index Fund
INTERNATIONAL EQUITY VGTSX International Equity Fund
Others
Target Date 2021-2025 VTTVX Target 2025 Model
Target Date 2041-2045 VTIVX Target 2045 Model
Target Date 2031-2035 VTTHX Target 2035 Model
US EQUITY
US Small Cap NAESX Small Cap Index Fund
LARGE GROWTH VWUSX Large Cap Growth Fund
US Large Cap VFINX Large Cap Index Fund
FIXED INCOME
FIXED INCOME VBMFX Bond Index Fund
Intermediate-Term Bond VFICX Core Plus Bond Fund
Total Available Funds: 24
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend VGTSX International Index Fund
INTERNATIONAL EQUITY VGTSX International Equity Fund
Others
Target Date 2021-2025 VTTVX Target 2025 Model
Target Date 2041-2045 VTIVX Target 2045 Model
Target Date 2031-2035 VTTHX Target 2035 Model
Target Date 2051+ VFFVX Target 2055 Model
Target Date 2046-2050 VFIFX Target 2050 Model
Target Date 2036-2040 VFORX Target 2040 Model
Target Date 2026-2030 VTHRX Target 2030 Model
Target Date 2016-2020 VTWNX Target 2020 Model
ROOT CASH Vanguard Prime Money Market Instl
Target Date 2011-2015 VTXVX Target 2015 Model
Target Date 2000-2010 VTENX Target 2010 Model
Target Date 2000-2010 VTOVX Target 2005 Model
CONVERTIBLE SECURITIES VCVSX Conservative Income Model
US EQUITY
US Small Cap NAESX Small Cap Index Fund
LARGE GROWTH VWUSX Large Cap Growth Fund
US Large Cap VFINX Large Cap Index Fund
US Mid Cap VIMSX Mid Cap Index Fund
LARGE VALUE VIVAX Large Cap Value Fund
MID-CAP VALUE ABSIX Small/Mid Cap Value Fund
Mid-Cap Growth WSMDX Small/Mid Growth Fund
FIXED INCOME
FIXED INCOME VBMFX Bond Index Fund
Intermediate-Term Bond VFICX Core Plus Bond Fund
Total Available Funds: 24
  • 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
INTERNATIONAL EQUITY
Foreign Large Blend VGTSX International Index Fund 16% 1 60 0 0.08% 3.12%
INTERNATIONAL EQUITY VGTSX International Equity Fund 16% 1 60 0 0.08% 3.12%
Others
Target Date 2021-2025 VTTVX Target 2025 Model 97% 1 60 0 0.08% 2.62%
Target Date 2041-2045 VTIVX Target 2045 Model 97% 1 60 0 0.08% 2.34%
Target Date 2031-2035 VTTHX Target 2035 Model 96% 1 60 0 0.08% 2.34%
Target Date 2051+ VFFVX Target 2055 Model 80% 1 60 0 0.08% 1.85%
Target Date 2046-2050 VFIFX Target 2050 Model 75% 1 60 0 0.08% 2.02%
Target Date 2036-2040 VFORX Target 2040 Model 70% 1 60 0 0.08% 2.23%
Target Date 2026-2030 VTHRX Target 2030 Model 70% 1 60 0 0.08% 2.21%
Target Date 2016-2020 VTWNX Target 2020 Model 66% 1 60 0 0.08% 4.48%
ROOT CASH Vanguard Prime Money Market Instl 0% 1 60 0 NA 4.14%
Target Date 2011-2015 VTXVX Target 2015 Model 0% 1 60 0 0.08% 2.59%
Target Date 2000-2010 VTENX Target 2010 Model 0% 1 60 0 0.17% 0%
Target Date 2000-2010 VTOVX Target 2005 Model 0% 1 60 0 NA 2.78%
CONVERTIBLE SECURITIES VCVSX Conservative Income Model 0% 1 60 0 0.59% 0%
US EQUITY
US Small Cap NAESX Small Cap Index Fund 99% 1 60 0 0.03% 1.4%
LARGE GROWTH VWUSX Large Cap Growth Fund 99% 1 60 0 0.3% 0.25%
US Large Cap VFINX Large Cap Index Fund 98% 1 60 0 0.14% 1.27%
US Mid Cap VIMSX Mid Cap Index Fund 97% 1 60 0 0.04% 1.35%
LARGE VALUE VIVAX Large Cap Value Fund 96% 1 60 0 0.05% 2.23%
MID-CAP VALUE ABSIX Small/Mid Cap Value Fund 87% 1 60 0 1.08% 0.66%
Mid-Cap Growth WSMDX Small/Mid Growth Fund 79% 1 60 0 1.24% 0%
FIXED INCOME
FIXED INCOME VBMFX Bond Index Fund 100% 1 60 0 0.15% 3.15%
Intermediate-Term Bond VFICX Core Plus Bond Fund 99% 1 60 0 0.2% 4.04%
Average Expense Ratio: 0.23%
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Related Retirement Plans
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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 2.8% 10.8% 2.3% 6.8% 5.7% 7.5%

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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 26 funds. It covers 3 major asset classes and 21 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.


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