MyPlanIQ 401k Investor Nationwide Financial Advisor Mutual Funds Plan

Nationwide Financial Advisor Mutual Funds Plan

This Plan is unrated.
Investment Options
Total Available Funds: 53
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend GIIAX Nationwide International Index A
Foreign Large Blend NWHJX Nationwide Bailard Intl Eqs A
WORLD STOCK GGEAX Nationwide Global Equity A
Others
Conservative Allocation NDCAX Nationwide Inv Dest Cnsrv A
Aggressive Allocation NDMAX Nationwide Inv Destinations Mod Agrsv A
Conservative Allocation NADCX Nationwide Inv Dest Mod Cnsrv A
FIXED INCOME
Intermediate-Term Bond GBIAX Nationwide Bond Index A
Intermediate-Term Bond NBDAX Nationwide Bond A
Intermediate Government NUSAX Nationwide Government Bond A
Total Available Funds: 53
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend GIIAX Nationwide International Index A
Foreign Large Blend NWHJX Nationwide Bailard Intl Eqs A
WORLD STOCK GGEAX Nationwide Global Equity A
Foreign Large Value NWVAX Nationwide International Value A
Others
Conservative Allocation NDCAX Nationwide Inv Dest Cnsrv A
Aggressive Allocation NDMAX Nationwide Inv Destinations Mod Agrsv A
Conservative Allocation NADCX Nationwide Inv Dest Mod Cnsrv A
Moderate Allocation NADMX Nationwide Inv Dest Mod A
Target Date 2051+ NTDAX Nationwide Destination 2055 A
Target Date 2011-2015 NWEAX Nationwide Destination 2015 A
Target Date 2041-2045 NWNAX Nationwide Destination 2045 A
Target Date 2021-2025 NWHAX Nationwide Destination 2025 A
Target Date 2046-2050 NWOAX Nationwide Destination 2050 A
Target Date 2031-2035 NWLAX Nationwide Destination 2035 A
Target Date 2036-2040 NWMAX Nationwide Destination 2040 A
Target Date 2026-2030 NWIAX Nationwide Destination 2030 A
Technology NWJCX Nationwide Ziegler NYSEArcaTech100 A
Technology NWHOX Nationwide Bailard Tech&Sci A
ROOT CASH Nationwide Money Market Fund Prime Shares
Retirement Income NWRAX Nationwide Retirement Income A
Conservative Allocation NWAAX Nationwide Alternatives Allc A
Moderate Allocation NWGDX Nationwide HighMark Balanced A
Target Date 2016-2020 NWAFX Nationwide Destination 2020 A
Target Date 2000-2010 NWDAX Nationwide Destination 2010 A
FIXED INCOME
Intermediate-Term Bond GBIAX Nationwide Bond Index A
Intermediate-Term Bond NBDAX Nationwide Bond A
Intermediate Government NUSAX Nationwide Government Bond A
Intermediate-Term Bond NWCPX Nationwide Core Plus Bond A
Intermediate-Term Bond NWJGX Nationwide HighMark Bond A
Short-Term Bond NWJSX Nationwide HighMark Short Term Bd A
Inflation-Protected Bond NIFAX Nationwide Inflation-Protected Secs A
Muni Single State Interm NWJWX Nationwide Ziegler WI Tax Exempt A
Short-Term Bond MCAPX Nationwide Short Duration Bond A
High Yield Bond GGHAX Nationwide High Yield Bond A
Muni National Interm NWJOX Nationwide HighMark Nat Interm TFB A
Muni California Intermediate NWJKX Nationwide HighMark CA Interm TFB A
ULTRASHORT BOND NMEAX Nationwide Enhanced Income A
US EQUITY
LARGE GROWTH NMFAX Nationwide Growth A
LARGE BLEND NDAAX Nationwide Inv Destinations Agrsv A
MID-CAP BLEND GMXAX Nationwide Mid Cap Market Index A
SMALL BLEND GMRAX Nationwide Small Cap Index A
LARGE BLEND GRMAX Nationwide S&P 500 Index A
LARGE BLEND NWFAX Nationwide A
Small Growth NWSAX Nationwide Small Company Growth A
SMALL VALUE NWHDX Nationwide Bailard Cognitive Value A
Small Growth NWHZX Nationwide Geneva Small Cap Growth A
Mid-Cap Growth NWHVX Nationwide Geneva Mid Cap Growth A
SMALL BLEND NWGPX Nationwide HighMark Sm Cp Core A
SMALL VALUE NWUAX Nationwide US Small Cap Value A
LARGE VALUE NWGYX Nationwide Ziegler Equity Inc A
LARGE BLEND NWGTX Nationwide HighMark Value A
LARGE GROWTH NWGLX Nationwide HighMark Lg Cp Gr A
LARGE BLEND NWGHX Nationwide HighMark Lg Cp Core Eq A
Total Available Funds: 53
  • 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 GIIAX Nationwide International Index A 44% 1 60 0 1.04% 1.71%
Foreign Large Blend NWHJX Nationwide Bailard Intl Eqs A 2% 1 60 0 1.24% 2.06%
WORLD STOCK GGEAX Nationwide Global Equity A 1% 1 60 0 1.25% 7.92%
Foreign Large Value NWVAX Nationwide International Value A 0% 1 60 0 1.25% 1.81%
Others
Conservative Allocation NDCAX Nationwide Inv Dest Cnsrv A 63% 1 60 0 0.8% 2.15%
Aggressive Allocation NDMAX Nationwide Inv Destinations Mod Agrsv A 60% 1 60 0 0.9% 3.23%
Conservative Allocation NADCX Nationwide Inv Dest Mod Cnsrv A 52% 1 60 0 0.51% 2.77%
Moderate Allocation NADMX Nationwide Inv Dest Mod A 51% 1 60 0 0.84% 3.24%
Target Date 2051+ NTDAX Nationwide Destination 2055 A 23% 1 60 0 1.13% 1.97%
Target Date 2011-2015 NWEAX Nationwide Destination 2015 A 13% 1 60 0 0.92% 3.97%
Target Date 2041-2045 NWNAX Nationwide Destination 2045 A 12% 1 60 0 0.89% 2.07%
Target Date 2021-2025 NWHAX Nationwide Destination 2025 A 11% 1 60 0 0.92% 3.7%
Target Date 2046-2050 NWOAX Nationwide Destination 2050 A 11% 1 60 0 0.38% 2.07%
Target Date 2031-2035 NWLAX Nationwide Destination 2035 A 10% 1 60 0 0.9% 1.63%
Target Date 2036-2040 NWMAX Nationwide Destination 2040 A 9% 1 60 0 0.89% 1.96%
Target Date 2026-2030 NWIAX Nationwide Destination 2030 A 9% 1 60 0 0.66% 2.38%
Technology NWJCX Nationwide Ziegler NYSEArcaTech100 A 2% 1 60 0 0.31% 13.51%
Technology NWHOX Nationwide Bailard Tech&Sci A 2% 1 60 0 0.91% 7.85%
ROOT CASH Nationwide Money Market Fund Prime Shares 0% 1 60 0 NA 4.14%
Retirement Income NWRAX Nationwide Retirement Income A 0% 1 60 0 0.93% 0%
Conservative Allocation NWAAX Nationwide Alternatives Allc A 0% 1 60 0 1% 2.05%
Moderate Allocation NWGDX Nationwide HighMark Balanced A 0% 1 60 0 1.24% 0.72%
Target Date 2016-2020 NWAFX Nationwide Destination 2020 A 0% 1 60 0 0.91% 3.29%
Target Date 2000-2010 NWDAX Nationwide Destination 2010 A 0% 1 60 0 0.88% 3.16%
FIXED INCOME
Intermediate-Term Bond GBIAX Nationwide Bond Index A 60% 1 60 0 1.28% 2.61%
Intermediate-Term Bond NBDAX Nationwide Bond A 54% 1 60 0 1.51% 3.25%
Intermediate Government NUSAX Nationwide Government Bond A 52% 1 60 0 0.4% 3.62%
Intermediate-Term Bond NWCPX Nationwide Core Plus Bond A 3% 1 60 0 0.57% 3.66%
Intermediate-Term Bond NWJGX Nationwide HighMark Bond A 3% 1 60 0 0.73% 3.15%
Short-Term Bond NWJSX Nationwide HighMark Short Term Bd A 2% 1 60 0 1.28% 3.64%
Inflation-Protected Bond NIFAX Nationwide Inflation-Protected Secs A 2% 1 60 0 0.72% 3.36%
Muni Single State Interm NWJWX Nationwide Ziegler WI Tax Exempt A 0% 1 60 0 0.9% 2.32%
Short-Term Bond MCAPX Nationwide Short Duration Bond A 0% 1 60 0 0.83% 0.78%
High Yield Bond GGHAX Nationwide High Yield Bond A 0% 1 60 0 1.13% 3.64%
Muni National Interm NWJOX Nationwide HighMark Nat Interm TFB A 0% 1 60 0 0.77% 2.32%
Muni California Intermediate NWJKX Nationwide HighMark CA Interm TFB A 0% 1 60 0 0.79% 3.58%
ULTRASHORT BOND NMEAX Nationwide Enhanced Income A 0% 1 60 0 0.71% 0%
US EQUITY
LARGE GROWTH NMFAX Nationwide Growth A 52% 1 60 0 1.56% 1.18%
LARGE BLEND NDAAX Nationwide Inv Destinations Agrsv A 47% 1 60 0 0.5% 3.06%
MID-CAP BLEND GMXAX Nationwide Mid Cap Market Index A 43% 1 60 0 0.49% 8.41%
SMALL BLEND GMRAX Nationwide Small Cap Index A 37% 1 60 0 0.99% 1.54%
LARGE BLEND GRMAX Nationwide S&P 500 Index A 35% 1 60 0 0.59% 1.34%
LARGE BLEND NWFAX Nationwide A 34% 1 60 0 0.56% 3.03%
Small Growth NWSAX Nationwide Small Company Growth A 13% 1 60 0 1.34% 8.51%
SMALL VALUE NWHDX Nationwide Bailard Cognitive Value A 1% 1 60 0 0.97% 2.81%
Small Growth NWHZX Nationwide Geneva Small Cap Growth A 1% 1 60 0 1.22% 1.63%
Mid-Cap Growth NWHVX Nationwide Geneva Mid Cap Growth A 1% 1 60 0 0.78% 30.05%
SMALL BLEND NWGPX Nationwide HighMark Sm Cp Core A 0% 1 60 0 0.88% 1.85%
SMALL VALUE NWUAX Nationwide US Small Cap Value A 0% 1 60 0 1.29% 25.58%
LARGE VALUE NWGYX Nationwide Ziegler Equity Inc A 0% 1 60 0 1.05% 2.92%
LARGE BLEND NWGTX Nationwide HighMark Value A 0% 1 60 0 1.25% 1.53%
LARGE GROWTH NWGLX Nationwide HighMark Lg Cp Gr A 0% 1 60 0 1.27% 0.63%
LARGE BLEND NWGHX Nationwide HighMark Lg Cp Core Eq A 0% 1 60 0 1.68% 25.68%
Average Expense Ratio: 0.94%
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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 3.7% -6.6% 1.2% 1.2% 4.6% 3.4%

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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 53 funds. It covers 3 major asset classes and 36 minor asset classes. The major asset classes it covers are Fixed Income, Foreign Equity and US Equity.
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