MyPlanIQ 401k Investor Union Center National Bank 401(k) Profit Sharing Plan

Union Center National Bank 401(k) Profit Sharing Plan

This Plan is unrated.
Investment Options
Total Available Funds: 23
Asset Class Ticker Description Rating
REAL ESTATE
Global Real Estate PURAX Prudential Dryden Global Real Estate Fund
INTERNATIONAL EQUITY
Foreign Large Value OAKIX Oakmark International Fund LI
Foreign Large Blend HAINX Harbor International Fund Inst
Others
Target Date 2050+ NWOIX Nationwide Destination 2050 Fund Inst
Target Date 2011-2015 NWEIX Nationwide Destination 2015 Fund Inst
Target Date 2041-2045 NWNIX Nationwide Destination 2045 Fund Inst
US EQUITY
Small Growth HASGX Harbor Small Cap Growth Fund
MID-CAP VALUE FLMVX JPM Mid Cap Value Fund A
Mid-Cap Growth HAGAX Eagle Series Trust Mid Cap Fund
Total Available Funds: 23
Asset Class Ticker Description Rating
REAL ESTATE
Global Real Estate PURAX Prudential Dryden Global Real Estate Fund
INTERNATIONAL EQUITY
Foreign Large Value OAKIX Oakmark International Fund LI
Foreign Large Blend HAINX Harbor International Fund Inst
Others
Target Date 2050+ NWOIX Nationwide Destination 2050 Fund Inst
Target Date 2011-2015 NWEIX Nationwide Destination 2015 Fund Inst
Target Date 2041-2045 NWNIX Nationwide Destination 2045 Fund Inst
Target Date 2026-2030 NWIIX Nationwide Destination 2030 Fund Inst
Target Date 2021-2025 NWHIX Nationwide Destination 2025 Fund Inst
Target Date 2016-2020 NWFIX Nationwide Destination 2020 Fund Inst
Target Date 2000-2010 NWDIX Nationwide Destination 2010 Fund Inst
ROOT CASH Nationwide Money Market Fund Inst
US EQUITY
Small Growth HASGX Harbor Small Cap Growth Fund
MID-CAP VALUE FLMVX JPM Mid Cap Value Fund A
Mid-Cap Growth HAGAX Eagle Series Trust Mid Cap Fund
LARGE VALUE CVFCX Pioneer Cullen Value Fund A
Small Growth BSCFX Baron Small Cap Fund
SMALL VALUE GSSMX Goldman Sachs Small Cap Value Fund A
LARGE BLEND GRMIX Nationwide S&P 500 Index Fund
LARGE GROWTH RGACX American Funds Growth Fund of America R3
LARGE VALUE OSVAX Oppenheimer Value Fund A
FIXED INCOME
Inflation-Protected Bond AIANX American Century Inflation Adjusted Bond Fund Inst
Intermediate-Term Bond PTTAX PIMCO Total Return Fund Class A
SHORT GOVERNMENT STABLEVALUE Best of America Indexed Fixed Annuity
Total Available Funds: 23
  • 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 Dryden Global Real Estate Fund 57% 3 60 0 1.31% 1.9%
INTERNATIONAL EQUITY
Foreign Large Value OAKIX Oakmark International Fund LI 100% 3 60 0 0.75% 1.9%
Foreign Large Blend HAINX Harbor International Fund Inst 99% 3 60 0 1.02% 3.47%
Others
Target Date 2050+ NWOIX Nationwide Destination 2050 Fund Inst 85% 3 60 0 0.38% 2.49%
Target Date 2011-2015 NWEIX Nationwide Destination 2015 Fund Inst 76% 3 60 0 0.92% 4.5%
Target Date 2041-2045 NWNIX Nationwide Destination 2045 Fund Inst 76% 3 60 0 0.89% 2.47%
Target Date 2026-2030 NWIIX Nationwide Destination 2030 Fund Inst 75% 3 60 0 0.66% 2.93%
Target Date 2021-2025 NWHIX Nationwide Destination 2025 Fund Inst 73% 3 60 0 0.92% 4.17%
Target Date 2016-2020 NWFIX Nationwide Destination 2020 Fund Inst 0% 3 60 0 0.41% 3.76%
Target Date 2000-2010 NWDIX Nationwide Destination 2010 Fund Inst 0% 3 60 0 0.38% 3.64%
ROOT CASH Nationwide Money Market Fund Inst 0% 1 60 0 NA 4.14%
US EQUITY
Small Growth HASGX Harbor Small Cap Growth Fund 90% 3 60 0 0.88% 4%
MID-CAP VALUE FLMVX JPM Mid Cap Value Fund A 86% 3 60 0 1.14% 1.22%
Mid-Cap Growth HAGAX Eagle Series Trust Mid Cap Fund 59% 3 60 0 0.64% 1.2%
LARGE VALUE CVFCX Pioneer Cullen Value Fund A 46% 3 60 0 0.45% 2.71%
Small Growth BSCFX Baron Small Cap Fund 39% 3 60 0 1.31% 3.11%
SMALL VALUE GSSMX Goldman Sachs Small Cap Value Fund A 39% 3 60 0 1.23% 3.76%
LARGE BLEND GRMIX Nationwide S&P 500 Index Fund 38% 3 60 0 0.59% 1.66%
LARGE GROWTH RGACX American Funds Growth Fund of America R3 37% 3 60 0 0.3% 0%
LARGE VALUE OSVAX Oppenheimer Value Fund A 0% 3 60 0 1.14% 2.75%
FIXED INCOME
Inflation-Protected Bond AIANX American Century Inflation Adjusted Bond Fund Inst 93% 3 60 0 0.76% 4.69%
Intermediate-Term Bond PTTAX PIMCO Total Return Fund Class A 65% 3 60 0 0.8% 4.84%
SHORT GOVERNMENT STABLEVALUE Best of America Indexed Fixed Annuity 16% 3 60 0 NA 27.03%
Average Expense Ratio: 0.8%
Sign up to get fund ranking change alerts

* If you find the above investment options have changed, please email us the latest change or directly Modify Investment Options after you login
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 0.6% 13.8% 6.6% 8.0% 5.3% 8.2%

Sign up or Login first to get rebalance emails for this portfolio

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

Sign up or Login and subscribe to get rebalance emails for this portfolio
*     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 24 funds. It covers 4 major asset classes and 20 minor asset classes. The major asset classes it covers are Fixed Income, US Equity, Foreign Equity and REITs.
--


Register for FREE No Credit Card Required
Or Start FREE 30-day trial now >>
MyPlanIQ Newsletters
Get Started
Search

Members enjoy Free features

  • Customize and follow a diversified strategic allocation portfolio for your 401k, IRA and brokerage investments within minutes
  • Receive monthly or quarterly re-balance emails
  • Enter funds and percentages in your portfolio, see its historical performance and receive ongoing rebalance emails
  • Real time fund ranking and selection for your plans
  • Quality retirement investing newsletter emails
  • Fund ranking and selection for your plans

Tens of thousands of users have signed up!

Join Now (Free)
No Credit Card Required

User names can only consist of alphabetic and
numeric characters.(eg: 0-9a-zA-Z)
I agree to the Terms of use

Login With Facebook:

Get Started Now. It's Free!

Get portfolio suggestions for your
401k plan or brokerage accounts

Powered by MyPlanIQ
You have created an account on MyPlanIQ.com by using this email "", please login MyPlanIQ account or reset your password.