MyPlanIQ 401k Investor Nationwide Survivor Options Premier Variable Life Insurance

Nationwide Survivor Options Premier Variable Life Insurance

This Plan is unrated.
Investment Options
Total Available Funds: 126
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE VGSIX Nationwide NVIT Real Estate Fund - Class I
Emerging Market
DIVERSIFIED EMERGING MKTS VEIEX Nationwide NVIT Emerging Markets Fund - Class III
DIVERSIFIED EMERGING MKTS VEIEX Nationwide NVIT Emerging Markets Fund - Class I
DIVERSIFIED EMERGING MKTS TDADX Templeton Developing Markets Securities Fund
INTERNATIONAL EQUITY
Foreign Large Value VTRIX Nationwide NVIT Multi Manager International Value Fund - Class IV
Foreign Large Blend GIGIX Gartmore NVIT International Equity Fund - Class VI
Foreign Large Growth JAOSX Janus Overseas Portfolio Service Shares
Others
Target Date 2016-2020 FFFDX Fidelity VIP Freedom Fund 2020
Target Date 2026-2030 FFFEX Fidelity VIP Freedom Fund 2030
Conservative Allocation FTANX Fidelity VIP Asset Manager Portfolio
Total Available Funds: 126
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE VGSIX Nationwide NVIT Real Estate Fund - Class I
Emerging Market
DIVERSIFIED EMERGING MKTS VEIEX Nationwide NVIT Emerging Markets Fund - Class III
DIVERSIFIED EMERGING MKTS VEIEX Nationwide NVIT Emerging Markets Fund - Class I
DIVERSIFIED EMERGING MKTS TDADX Templeton Developing Markets Securities Fund
DIVERSIFIED EMERGING MKTS EMRIX Van Eck Emerging Markets Fund - Initial Class
DIVERSIFIED EMERGING MKTS EMRIX Van Eck VIP Emerging Markets Fund - Class R
DIVERSIFIED EMERGING MKTS MSRIX Van Kampen Emerging Markets Debt Portfolio - Class I
INTERNATIONAL EQUITY
Foreign Large Value VTRIX Nationwide NVIT Multi Manager International Value Fund - Class IV
Foreign Large Blend GIGIX Gartmore NVIT International Equity Fund - Class VI
Foreign Large Growth JAOSX Janus Overseas Portfolio Service Shares
Foreign Large Growth JAOSX Janus Overseas Portfolio Service II
WORLD STOCK RWIFX American Funds NVIT Growth-Income Fund - Class II
WORLD STOCK GWLIX Gartmore NVIT Worldwide Leaders Fund- Class III
Foreign Large Blend FOSFX Fidelity VIP Overseas
Foreign Large Blend FOSFX Fidelity VIP Overseas
Foreign Large Value TFEQX Templeton NVIT International Value Fund- Class III
WORLD STOCK IGMIX Oppenheimer Global Securities Fund/VA - Class III
Foreign Large Value IFTIX Templeton Foreign Securities Fund Class I
Foreign Large Blend VWIGX Nationwide NVIT Multi Manager International Growth Fund - Class III
Foreign Large Blend DIISX Dreyfus Stock Index Fund
WORLD STOCK OGIYX Oppenheimer Global Securities Fund/VA - Non-Service Shares
Foreign Large Blend POVYX Putnam VT International Equity Fund - Class 1B
FOREIGN SMALL/MID GROWTH NBISX Neuberger Berman AMT International Portfolio - Class S (1)
WORLD STOCK HVLBX American Funds NVIT Global Growth Fund - Class II
Foreign Large Growth ASKIX American Century VP International Fund Class III
Foreign Large Growth ASKIX American Century VP International Fund Class I
Others
Target Date 2016-2020 FFFDX Fidelity VIP Freedom Fund 2020
Target Date 2026-2030 FFFEX Fidelity VIP Freedom Fund 2030
Conservative Allocation FTANX Fidelity VIP Asset Manager Portfolio
Moderate Allocation VBINX Nationwide NVIT Investor Destinations Balanced Fund - Class II
Target Date 2000-2010 FFFCX Fidelity VIP Freedom Fund 2010
Moderate Allocation JABAX Janus Balanced
World Allocation MALOX BlackRock Global Allocation V.I.Fund Class II
Moderate Allocation FFAAX Franklin Templeton VIP Founding Funds Allocation Fund Class 2
Moderate Allocation GMDIX Nationwide NVIT Cardinal Moderate Fund - Class I
Conservative Allocation GIMCX Nationwide NVIT Investor Destinations Moderately Conservative Fund - Class II
Conservative Allocation GIMCX Nationwide NVIT Investor Destinations Conservative Fund - Class II
Conservative Allocation GIMCX Nationwide NVIT Cardinal American Conservative Fund - Class I
Conservative Allocation GMIMX Nationwide NVIT Investor Destinations Moderate Fund - Class II (3)
Conservative Allocation GMIMX Nationwide NVIT Cardinal Moderately Conservative Fund - Class I
Equity Energy FSENX Fidelity VIP Energy
Health PRHSX T. Rowe Price Health Sciences Portfolio - Class II
Technology JAGTX Janus Global Technology
Natural Resources GHAIX Global Hard Assets Fund - Initial Class (3)
Natural Resources GHAIX Van Eck Global Hard Assets Fund - Class R1 (1)
ROOT CASH Federated NVIT Money Market Fund - Class IV
Moderate Allocation HVABX American Funds NVIT Asset Allocation Fund - Class II
FIXED INCOME
Intermediate-Term Bond VBMFX Lehman Brothers NVIT Core Plus Bond Fund - Class I
Short-Term Bond VBISX Lehman Brothers AMT Short Duration Bond Portfolio
Intermediate-Term Bond VFICX Federated Quality Bond Fund II Primary Shares
High Yield Bond FHYTX Federated NVIT High Income Bond Fund - Class III
High Yield Bond FHYTX Federated NVIT High Income Bond Fund - Class I
Inflation-Protected Bond APISX American Century VP Inflation Protection Fund Class II
Intermediate-Term Bond GBXIX Nationwide NVIT Core Bond Fund - Class I
High Yield Bond SPHIX Fidelity VIP High Income
High Yield Bond SPHIX Fidelity VIP High Income
WORLD BOND PFUIX PIMCO Foreign Bond Portfolio (unhedged) Administrative Class
Short-Term Bond PTLDX PIMCO Low Duration Portfolio: Administrative Class
WORLD BOND ANAIX AllianceBernstein NVIT Global Fixed Income Fund-Class III
Intermediate-Term Bond FBNDX Fidelity VIP Investment Grade Bond
Intermediate-Term Bond RBFFX American Funds NVIT Bond Fund - Class II
Short-Term Bond PASHX T. Rowe Price Limited Term Bond Portfolio - Class II
WORLD BOND TGBAX Templeton Global Bond Securities Fund Class 3
Intermediate-Term Bond VCPIX Van Kampen Core Plus Fixed Income Portfolio - Class I (2)
High Yield Bond OCHYX Oppenheimer High Income Fund/VA: Class 3
High Yield Bond OCHYX Oppenheimer High Income Fund/VA - Non-Service Shares
Short-Term Bond MCAIX Nationwide NVIT Short Term Bond Fund - Class II
Intermediate Government GGBIX Nationwide NVIT Government Bond Fund - Class IV
US EQUITY
SMALL VALUE VISVX Nationwide NVIT Multi-Manager Small Cap Value Fund - Class IV
Small Growth VISGX Nationwide NVIT Multi-Manager Small Cap Growth Fund - Class I
LARGE GROWTH TRBCX T. Rowe Price Blue Chip Growth Portfolio - Class II
LARGE BLEND NBSRX Neuberger Berman NVIT Socially Responsible Fund - Class II
SMALL BLEND NAESX Nationwide NVIT Multi-Manager Small Company Fund - Class IV
LARGE VALUE PRFDX T. Rowe Price Equity Income Portfolio - Class II
LARGE BLEND DGAGX Dreyfus Appreciation Portfolio
LARGE GROWTH VIGRX Nationwide NVIT Multi-Manager Large Cap Growth Fund - Class I
LARGE VALUE BIGRX American Century VP Income and Growth Fund Class I
MID-CAP BLEND NBREX Neuberger Berman AMT Regency Portfolio - Class S
MID-CAP VALUE VMVIX Nationwide NVIT Multi-Manager Mid Cap Value Fund - Class II
LARGE GROWTH JCAPX Janus Forty Portfolio Service Shares
Mid-Cap Growth WFDDX Wells Fargo Advantage Discovery Fund VT
LARGE BLEND GMIAX Nationwide NVIT Investor Destinations Moderately Aggressive Fund - Class II
LARGE BLEND GMIAX Nationwide NVIT Cardinal Moderately Aggressive Fund - Class I
LARGE VALUE MEIIX MFS Value Series Initial Class
Mid-Cap Growth NMANX Neuberger Berman AMT Mid Cap Growth Portfolio - Class I
SMALL VALUE FVADX Franklin Small Cap Value Securities Fund Class I
LARGE BLEND GAIDX Nationwide NVIT Investor Destinations Aggressive Fund - Class II
LARGE BLEND GAIDX Nationwide NVIT Cardinal Aggressive Fund - Class I
LARGE VALUE AVLIX American Century VP Value Fund Class I
Mid-Cap Growth VMGRX Nationwide NVIT Multi-Manager Mid Cap Growth Fund - Class I
MID-CAP BLEND GMXIX Nationwide NVIT Mid Cap Index Fund - Class I (3)
LARGE GROWTH OTCYX Oppenheimer Capital Appreciation Fund/VA - Non-Service Shares
LARGE BLEND FRDAX Franklin Rising Dividends Securities Fund Class I
SMALL BLEND DISSX Dreyfus Small Cap Stock Index Portfolio Service Shares
LARGE VALUE VIVIX Nationwide NVIT Multi-Manager Large Cap Value Fund - Class I
LARGE VALUE ACSDX Van Kampen NVIT Comstock Value Fund - Class IV
LARGE GROWTH RGAFX American Funds NVIT Growth Fund - Class II
MID-CAP BLEND FSLSX Fidelity VIP Value Strategies
LARGE GROWTH TWUIX American Century VP Ultra Fund Class I
SMALL BLEND OPMYX Oppenheimer Main Street Small Cap Fund/VA - Non-Service Shares
LARGE BLEND GRMSX Nationwide NVIT S and P 500 Index Fund- Class IV
MID-CAP VALUE ABASX AllianceBernstein Small/Mid Cap Value Portfolio Class A
LARGE GROWTH MFEHX MFS Investors Growth Stock Series Initial Class
Small Growth ASIRX Alger Small Cap Growth Portfolio - Class I-2 Shares
LARGE VALUE CBBKX AllianceBernstein Growth and Income Portfolio - Class A
Small Growth WFSIX Wells Fargo Advantage VT Small Cap Growth Fund
MID-CAP BLEND SOPFX Wells Fargo Advantage Variable Trust Opportunity Fund VT
LARGE GROWTH PVOBX Putnam VT Voyager Fund - Class 1B
LARGE VALUE PGIBX Putnam VT Growth and Income Fund - Class 1B
LARGE BLEND IOMIX Oppenheimer Main Street Fund/VA - Non-Service Shares
Small Growth NBSMX Neuberger Berman AMT Small Cap Growth Portfolio - Class S
LARGE BLEND INBIX Neuberger Berman AMT Partners Portfolio Class I
LARGE GROWTH OEQYX Oppenheimer NVIT Large Cap Growth Fund- Class I
LARGE BLEND HCTYX Nationwide NVIT Investor Destinations Capital Appreciation Fund-Class II
LARGE GROWTH GWISX Nationwide NVIT Growth Fund - Class IV
MID-CAP VALUE ACLMX American Century NVIT Multi Cap Value Fund-Class I
Mid-Cap Growth VPFSX Fidelity VIP Mid Cap
LARGE GROWTH VPGSX Fidelity VIP Growth
LARGE VALUE VPESX Fidelity VIP Equity Income Portfolio
LARGE GROWTH VPCSX Fidelity VIP Contrafund Portfolio
LARGE BLEND CPAIX Federated Capital Appreciation Fund II Primary Shares
SMALL BLEND DSERX Dreyfus Opportunistic Small Cap Portfolio
Mid-Cap Growth TWVIX American Century VP Vista Fund Class I
MID-CAP VALUE ACLMX American Century VP Mid Cap Value Fund Class I
Mid-Cap Growth ACDVX Invesco V.I. Capital Development Fund - Series I
LARGE GROWTH ACPDX Invesco V.I. Capital Appreciation Fund - Series I
Total Available Funds: 126
  • 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
REAL ESTATE VGSIX Nationwide NVIT Real Estate Fund - Class I 81% 3 60 0 0.12% 3.94%
Emerging Market
DIVERSIFIED EMERGING MKTS VEIEX Nationwide NVIT Emerging Markets Fund - Class III 99% 3 60 0 0.08% 3.29%
DIVERSIFIED EMERGING MKTS VEIEX Nationwide NVIT Emerging Markets Fund - Class I 99% 3 60 0 0.08% 3.29%
DIVERSIFIED EMERGING MKTS TDADX Templeton Developing Markets Securities Fund 80% 3 60 0 1.14% 3.34%
DIVERSIFIED EMERGING MKTS EMRIX Van Eck Emerging Markets Fund - Initial Class 75% 3 60 0 0.91% 3.98%
DIVERSIFIED EMERGING MKTS EMRIX Van Eck VIP Emerging Markets Fund - Class R 75% 3 60 0 0.91% 3.98%
DIVERSIFIED EMERGING MKTS MSRIX Van Kampen Emerging Markets Debt Portfolio - Class I 0% 3 60 0 NA NA
INTERNATIONAL EQUITY
Foreign Large Value VTRIX Nationwide NVIT Multi Manager International Value Fund - Class IV 99% 3 60 0 0.39% 2.76%
Foreign Large Blend GIGIX Gartmore NVIT International Equity Fund - Class VI 95% 3 60 0 1.1% 1.5%
Foreign Large Growth JAOSX Janus Overseas Portfolio Service Shares 95% 3 60 0 2.06% 2.7%
Foreign Large Growth JAOSX Janus Overseas Portfolio Service II 95% 3 60 0 2.06% 2.7%
WORLD STOCK RWIFX American Funds NVIT Growth-Income Fund - Class II 92% 3 60 0 0.75% 1.99%
WORLD STOCK GWLIX Gartmore NVIT Worldwide Leaders Fund- Class III 90% 3 60 0 1.44% 25.24%
Foreign Large Blend FOSFX Fidelity VIP Overseas 88% 3 60 0 0.95% 1.05%
Foreign Large Blend FOSFX Fidelity VIP Overseas 88% 3 60 0 0.95% 1.05%
Foreign Large Value TFEQX Templeton NVIT International Value Fund- Class III 86% 3 60 0 0.97% 7.62%
WORLD STOCK IGMIX Oppenheimer Global Securities Fund/VA - Class III 85% 3 60 0 1.2% 11.25%
Foreign Large Value IFTIX Templeton Foreign Securities Fund Class I 84% 3 60 0 0.97% 4.41%
Foreign Large Blend VWIGX Nationwide NVIT Multi Manager International Growth Fund - Class III 83% 3 60 0 0.45% 1.84%
Foreign Large Blend DIISX Dreyfus Stock Index Fund 81% 3 60 0 0.6% 3.09%
WORLD STOCK OGIYX Oppenheimer Global Securities Fund/VA - Non-Service Shares 81% 3 60 0 1.11% 0%
Foreign Large Blend POVYX Putnam VT International Equity Fund - Class 1B 80% 3 60 0 0.93% 2.05%
FOREIGN SMALL/MID GROWTH NBISX Neuberger Berman AMT International Portfolio - Class S (1) 0% 3 60 0 1.4% 0%
WORLD STOCK HVLBX American Funds NVIT Global Growth Fund - Class II 0% 3 60 0 1.12% 0%
Foreign Large Growth ASKIX American Century VP International Fund Class III 0% 3 60 0 NA NA
Foreign Large Growth ASKIX American Century VP International Fund Class I 0% 3 60 0 NA NA
Others
Target Date 2016-2020 FFFDX Fidelity VIP Freedom Fund 2020 98% 3 60 0 0.58% 3.41%
Target Date 2026-2030 FFFEX Fidelity VIP Freedom Fund 2030 96% 3 60 0 0.66% 3.25%
Conservative Allocation FTANX Fidelity VIP Asset Manager Portfolio 95% 3 60 0 0.83% 2.81%
Moderate Allocation VBINX Nationwide NVIT Investor Destinations Balanced Fund - Class II 93% 3 60 0 0.07% 1.83%
Target Date 2000-2010 FFFCX Fidelity VIP Freedom Fund 2010 92% 3 60 0 0.49% 3.21%
Moderate Allocation JABAX Janus Balanced 91% 3 60 0 0.7% 3.12%
World Allocation MALOX BlackRock Global Allocation V.I.Fund Class II 90% 3 60 0 0.84% 0.44%
Moderate Allocation FFAAX Franklin Templeton VIP Founding Funds Allocation Fund Class 2 86% 3 60 0 1.23% 2.89%
Moderate Allocation GMDIX Nationwide NVIT Cardinal Moderate Fund - Class I 83% 3 60 0 0.84% 3.59%
Conservative Allocation GIMCX Nationwide NVIT Investor Destinations Moderately Conservative Fund - Class II 81% 3 60 0 1.18% 3.7%
Conservative Allocation GIMCX Nationwide NVIT Investor Destinations Conservative Fund - Class II 81% 3 60 0 1.18% 3.7%
Conservative Allocation GIMCX Nationwide NVIT Cardinal American Conservative Fund - Class I 81% 3 60 0 1.18% 3.7%
Conservative Allocation GMIMX Nationwide NVIT Investor Destinations Moderate Fund - Class II (3) 79% 3 60 0 0.52% 3.17%
Conservative Allocation GMIMX Nationwide NVIT Cardinal Moderately Conservative Fund - Class I 79% 3 60 0 0.52% 3.17%
Equity Energy FSENX Fidelity VIP Energy 75% 3 60 0 0.83% 0%
Health PRHSX T. Rowe Price Health Sciences Portfolio - Class II 63% 3 60 0 0.8% 5.33%
Technology JAGTX Janus Global Technology 59% 3 60 0 1% 0%
Natural Resources GHAIX Global Hard Assets Fund - Initial Class (3) 52% 3 60 0 0.95% 3.02%
Natural Resources GHAIX Van Eck Global Hard Assets Fund - Class R1 (1) 52% 3 60 0 0.95% 3.02%
ROOT CASH Federated NVIT Money Market Fund - Class IV 0% 1 60 0 NA 4.14%
Moderate Allocation HVABX American Funds NVIT Asset Allocation Fund - Class II 0% 3 60 0 0.86% 0%
FIXED INCOME
Intermediate-Term Bond VBMFX Lehman Brothers NVIT Core Plus Bond Fund - Class I 100% 3 60 0 0.15% 3.15%
Short-Term Bond VBISX Lehman Brothers AMT Short Duration Bond Portfolio 100% 3 60 0 0.07% 2.54%
Intermediate-Term Bond VFICX Federated Quality Bond Fund II Primary Shares 99% 3 60 0 0.2% 4.04%
High Yield Bond FHYTX Federated NVIT High Income Bond Fund - Class III 95% 3 60 0 0.98% 4.48%
High Yield Bond FHYTX Federated NVIT High Income Bond Fund - Class I 95% 3 60 0 0.98% 4.48%
Inflation-Protected Bond APISX American Century VP Inflation Protection Fund Class II 94% 3 60 0 0.88% 2.95%
Intermediate-Term Bond GBXIX Nationwide NVIT Core Bond Fund - Class I 93% 3 60 0 0.64% 3.24%
High Yield Bond SPHIX Fidelity VIP High Income 92% 3 60 0 1.16% 4.08%
High Yield Bond SPHIX Fidelity VIP High Income 92% 3 60 0 1.16% 4.08%
WORLD BOND PFUIX PIMCO Foreign Bond Portfolio (unhedged) Administrative Class 90% 3 60 0 0.61% 3.21%
Short-Term Bond PTLDX PIMCO Low Duration Portfolio: Administrative Class 90% 3 60 0 1.05% 4.06%
WORLD BOND ANAIX AllianceBernstein NVIT Global Fixed Income Fund-Class III 82% 3 60 0 0.55% 3.38%
Intermediate-Term Bond FBNDX Fidelity VIP Investment Grade Bond 76% 3 60 0 0.76% 3.71%
Intermediate-Term Bond RBFFX American Funds NVIT Bond Fund - Class II 75% 3 60 0 0.33% 3.84%
Short-Term Bond PASHX T. Rowe Price Limited Term Bond Portfolio - Class II 62% 3 60 0 0.33% 2.82%
WORLD BOND TGBAX Templeton Global Bond Securities Fund Class 3 52% 3 60 0 0.64% 4.14%
Intermediate-Term Bond VCPIX Van Kampen Core Plus Fixed Income Portfolio - Class I (2) 0% 3 60 0 NA NA
High Yield Bond OCHYX Oppenheimer High Income Fund/VA: Class 3 0% 3 60 0 0.81% 0%
High Yield Bond OCHYX Oppenheimer High Income Fund/VA - Non-Service Shares 0% 3 60 0 0.81% 0%
Short-Term Bond MCAIX Nationwide NVIT Short Term Bond Fund - Class II 0% 3 60 0 0.55% 1.16%
Intermediate Government GGBIX Nationwide NVIT Government Bond Fund - Class IV 0% 3 60 0 NA NA
US EQUITY
SMALL VALUE VISVX Nationwide NVIT Multi-Manager Small Cap Value Fund - Class IV 100% 3 60 0 0.06% 1.97%
Small Growth VISGX Nationwide NVIT Multi-Manager Small Cap Growth Fund - Class I 100% 3 60 0 0.07% 0.54%
LARGE GROWTH TRBCX T. Rowe Price Blue Chip Growth Portfolio - Class II 100% 3 60 0 1.23% 0%
LARGE BLEND NBSRX Neuberger Berman NVIT Socially Responsible Fund - Class II 99% 3 60 0 1.06% 0.22%
SMALL BLEND NAESX Nationwide NVIT Multi-Manager Small Company Fund - Class IV 99% 3 60 0 0.03% 1.4%
LARGE VALUE PRFDX T. Rowe Price Equity Income Portfolio - Class II 97% 3 60 0 1.23% 1.94%
LARGE BLEND DGAGX Dreyfus Appreciation Portfolio 97% 3 60 0 0.66% 0.57%
LARGE GROWTH VIGRX Nationwide NVIT Multi-Manager Large Cap Growth Fund - Class I 97% 3 60 0 0.04% 0.43%
LARGE VALUE BIGRX American Century VP Income and Growth Fund Class I 97% 3 60 0 0.91% 1.47%
MID-CAP BLEND NBREX Neuberger Berman AMT Regency Portfolio - Class S 97% 3 60 0 1.5% 0.36%
MID-CAP VALUE VMVIX Nationwide NVIT Multi-Manager Mid Cap Value Fund - Class II 96% 3 60 0 0.19% 2.11%
LARGE GROWTH JCAPX Janus Forty Portfolio Service Shares 95% 3 60 0 1.64% 8.47%
Mid-Cap Growth WFDDX Wells Fargo Advantage Discovery Fund VT 92% 3 60 0 0.88% 0%
LARGE BLEND GMIAX Nationwide NVIT Investor Destinations Moderately Aggressive Fund - Class II 91% 3 60 0 0.9% 3.55%
LARGE BLEND GMIAX Nationwide NVIT Cardinal Moderately Aggressive Fund - Class I 91% 3 60 0 0.9% 3.55%
LARGE VALUE MEIIX MFS Value Series Initial Class 91% 3 60 0 0.8% 8.54%
Mid-Cap Growth NMANX Neuberger Berman AMT Mid Cap Growth Portfolio - Class I 87% 3 60 0 1.31% 0%
SMALL VALUE FVADX Franklin Small Cap Value Securities Fund Class I 87% 3 60 0 1.73% 0.55%
LARGE BLEND GAIDX Nationwide NVIT Investor Destinations Aggressive Fund - Class II 85% 3 60 0 0.5% 3.23%
LARGE BLEND GAIDX Nationwide NVIT Cardinal Aggressive Fund - Class I 85% 3 60 0 0.5% 3.23%
LARGE VALUE AVLIX American Century VP Value Fund Class I 82% 3 60 0 2.01% 14.53%
Mid-Cap Growth VMGRX Nationwide NVIT Multi-Manager Mid Cap Growth Fund - Class I 80% 3 60 0 0.37% 0.36%
MID-CAP BLEND GMXIX Nationwide NVIT Mid Cap Index Fund - Class I (3) 80% 3 60 0 0.5% 1.28%
LARGE GROWTH OTCYX Oppenheimer Capital Appreciation Fund/VA - Non-Service Shares 80% 3 60 0 0.63% 0%
LARGE BLEND FRDAX Franklin Rising Dividends Securities Fund Class I 79% 3 60 0 0.52% 1.14%
SMALL BLEND DISSX Dreyfus Small Cap Stock Index Portfolio Service Shares 79% 3 60 0 0.5% 12.27%
LARGE VALUE VIVIX Nationwide NVIT Multi-Manager Large Cap Value Fund - Class I 79% 3 60 0 0.04% 2.48%
LARGE VALUE ACSDX Van Kampen NVIT Comstock Value Fund - Class IV 77% 3 60 0 1.55% 1.51%
LARGE GROWTH RGAFX American Funds NVIT Growth Fund - Class II 75% 3 60 0 0.63% 0.75%
MID-CAP BLEND FSLSX Fidelity VIP Value Strategies 74% 3 60 0 1.15% 0.61%
LARGE GROWTH TWUIX American Century VP Ultra Fund Class I 73% 3 60 0 0.79% 4.95%
SMALL BLEND OPMYX Oppenheimer Main Street Small Cap Fund/VA - Non-Service Shares 72% 3 60 0 1.06% 0%
LARGE BLEND GRMSX Nationwide NVIT S and P 500 Index Fund- Class IV 71% 3 60 0 0.59% 1.32%
MID-CAP VALUE ABASX AllianceBernstein Small/Mid Cap Value Portfolio Class A 62% 3 60 0 0.86% 6.3%
LARGE GROWTH MFEHX MFS Investors Growth Stock Series Initial Class 60% 3 60 0 0.5% 0.28%
Small Growth ASIRX Alger Small Cap Growth Portfolio - Class I-2 Shares 44% 3 60 0 1.73% 0%
LARGE VALUE CBBKX AllianceBernstein Growth and Income Portfolio - Class A 37% 3 60 0 0.65% 6.73%
Small Growth WFSIX Wells Fargo Advantage VT Small Cap Growth Fund 0% 3 60 0 NA 0%
MID-CAP BLEND SOPFX Wells Fargo Advantage Variable Trust Opportunity Fund VT 0% 3 60 0 1.33% 0%
LARGE GROWTH PVOBX Putnam VT Voyager Fund - Class 1B 0% 3 60 0 1.92% 0%
LARGE VALUE PGIBX Putnam VT Growth and Income Fund - Class 1B 0% 3 60 0 1.85% 2.02%
LARGE BLEND IOMIX Oppenheimer Main Street Fund/VA - Non-Service Shares 0% 3 60 0 NA 0%
Small Growth NBSMX Neuberger Berman AMT Small Cap Growth Portfolio - Class S 0% 3 60 0 0.9% 0%
LARGE BLEND INBIX Neuberger Berman AMT Partners Portfolio Class I 0% 3 60 0 NA NA
LARGE GROWTH OEQYX Oppenheimer NVIT Large Cap Growth Fund- Class I 0% 3 60 0 0.81% 0%
LARGE BLEND HCTYX Nationwide NVIT Investor Destinations Capital Appreciation Fund-Class II 0% 3 60 0 0.9% 2.32%
LARGE GROWTH GWISX Nationwide NVIT Growth Fund - Class IV 0% 3 60 0 NA NA
MID-CAP VALUE ACLMX American Century NVIT Multi Cap Value Fund-Class I 0% 3 60 0 0.81% 2.05%
Mid-Cap Growth VPFSX Fidelity VIP Mid Cap 0% 3 60 0 1.21% 0%
LARGE GROWTH VPGSX Fidelity VIP Growth 0% 3 60 0 NA NA
LARGE VALUE VPESX Fidelity VIP Equity Income Portfolio 0% 3 60 0 1.11% 0%
LARGE GROWTH VPCSX Fidelity VIP Contrafund Portfolio 0% 3 60 0 1.2% 0%
LARGE BLEND CPAIX Federated Capital Appreciation Fund II Primary Shares 0% 3 60 0 0.99% 0%
SMALL BLEND DSERX Dreyfus Opportunistic Small Cap Portfolio 0% 3 60 0 1.16% 11.7%
Mid-Cap Growth TWVIX American Century VP Vista Fund Class I 0% 3 60 0 0.8% 0%
MID-CAP VALUE ACLMX American Century VP Mid Cap Value Fund Class I 0% 3 60 0 0.81% 2.05%
Mid-Cap Growth ACDVX Invesco V.I. Capital Development Fund - Series I 0% 3 60 0 NA 0%
LARGE GROWTH ACPDX Invesco V.I. Capital Appreciation Fund - Series I 0% 3 60 0 NA NA
Average Expense Ratio: 0.84%
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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 1.2% 8.4% 1.1% 5.8% 5.4% 7.3%

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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 137 funds. It covers 5 major asset classes and 32 minor asset classes. The major asset classes it covers are US Equity, Fixed Income, Foreign Equity, Emerging Market Equity and REITs.

This plan is based on a document from a user. Notice we are conservative to funds redemption period (or minimum holding period): they are all set to be 3 months.



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