MyPlanIQ 401k Investor Nationwide Life Insurance Co FIDELITY ADVISOR GENERATIONS ANNUITY B SHARES

Nationwide Life Insurance Co FIDELITY ADVISOR GENERATIONS ANNUITY B SHARES

This Plan is unrated.
Investment Options
Total Available Funds: 13
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend FAOAX Fidelity VIP Overseas Svc
Others
Moderate Allocation FBALX Fidelity V3 Balanced Svc
Moderate Allocation FASMX Fidelity V5 Asset Manager Svc
ROOT CASH Fidelity V5 Money Market Init
FIXED INCOME
High Yield Bond SPHIX Fidelity VIP High Income Svc
Intermediate-Term Bond FBNDX Fidelity V5 Investment Grade Bond Init
US EQUITY
LARGE VALUE FEQIX Fidelity VIP Equity-Income Svc
LARGE GROWTH FCNTX Fidelity V2 Contrafund Svc
LARGE GROWTH FAMRX Fidelity V5 Asset Manager Growth Svc
Total Available Funds: 13
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend FAOAX Fidelity VIP Overseas Svc
Others
Moderate Allocation FBALX Fidelity V3 Balanced Svc
Moderate Allocation FASMX Fidelity V5 Asset Manager Svc
ROOT CASH Fidelity V5 Money Market Init
FIXED INCOME
High Yield Bond SPHIX Fidelity VIP High Income Svc
Intermediate-Term Bond FBNDX Fidelity V5 Investment Grade Bond Init
US EQUITY
LARGE VALUE FEQIX Fidelity VIP Equity-Income Svc
LARGE GROWTH FCNTX Fidelity V2 Contrafund Svc
LARGE GROWTH FAMRX Fidelity V5 Asset Manager Growth Svc
LARGE BLEND FUSEX Fidelity V2 Index 500 Init
LARGE GROWTH FAGAX Fidelity V3 Growth Opportunities Svc
LARGE GROWTH FGIRX Fidelity V3 Growth & Income Svc
LARGE GROWTH EPGAX Fidelity VIP Growth Svc
Total Available Funds: 13
  • 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 FAOAX Fidelity VIP Overseas Svc 46% 3 60 0 2.16% 0.69%
Others
Moderate Allocation FBALX Fidelity V3 Balanced Svc 80% 3 60 0 0.5% 1.59%
Moderate Allocation FASMX Fidelity V5 Asset Manager Svc 76% 3 60 0 0.92% 2.14%
ROOT CASH Fidelity V5 Money Market Init 0% 3 60 0 NA 4.14%
FIXED INCOME
High Yield Bond SPHIX Fidelity VIP High Income Svc 92% 3 60 0 1.16% 4.08%
Intermediate-Term Bond FBNDX Fidelity V5 Investment Grade Bond Init 76% 3 60 0 0.76% 3.71%
US EQUITY
LARGE VALUE FEQIX Fidelity VIP Equity-Income Svc 98% 3 60 0 0.57% 1.67%
LARGE GROWTH FCNTX Fidelity V2 Contrafund Svc 96% 3 60 0 0.55% 4.32%
LARGE GROWTH FAMRX Fidelity V5 Asset Manager Growth Svc 85% 3 60 0 1.23% 4.33%
LARGE BLEND FUSEX Fidelity V2 Index 500 Init 79% 3 60 0 0.09% 1.79%
LARGE GROWTH FAGAX Fidelity V3 Growth Opportunities Svc 41% 3 60 0 0.52% 0%
LARGE GROWTH FGIRX Fidelity V3 Growth & Income Svc 37% 3 60 0 1.15% 1.57%
LARGE GROWTH EPGAX Fidelity VIP Growth Svc 31% 3 60 0 0.72% 1.7%
Average Expense Ratio: 0.86%
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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 4.4% 13.9% 4.9% 9.8% 7.9% 9.2%

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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 13 funds. It covers 3 major asset classes and 8 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.


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