MyPlanIQ 401k Investor Nationwide Life Insurance Co Best of America Future Annuity B Shares

Nationwide Life Insurance Co Best of America Future Annuity B Shares

This Plan is unrated.
Investment Options
Total Available Funds: 33
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS GBFAX Van Eck Worldwide Emerging Markets Inl
REAL ESTATE
REAL ESTATE UUSRX UIF US Real Estate I
INTERNATIONAL EQUITY
WORLD STOCK MWOFX Nationwide VIT Worldwide Leader 1
Foreign Large Blend FAOAX Fidelity VIP Overseas Svc
Foreign Large Growth AVIIX American Century VP International I
Others
Natural Resources GHAAX Van Eck Worldwide Hard Asset Inl
ROOT CASH Nationwide VIT Money Market 1
FIXED INCOME
High Yield Bond SPHIX Fidelity VIP High Income Svc
Multisector Bond FSTAX Nationwide VIT Multi Sector Bond 1
High Yield Bond FHIIX Nationwide VIT Federated High Income 1
Total Available Funds: 33
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS GBFAX Van Eck Worldwide Emerging Markets Inl
REAL ESTATE
REAL ESTATE UUSRX UIF US Real Estate I
INTERNATIONAL EQUITY
WORLD STOCK MWOFX Nationwide VIT Worldwide Leader 1
Foreign Large Blend FAOAX Fidelity VIP Overseas Svc
Foreign Large Growth AVIIX American Century VP International I
Others
Natural Resources GHAAX Van Eck Worldwide Hard Asset Inl
ROOT CASH Nationwide VIT Money Market 1
FIXED INCOME
High Yield Bond SPHIX Fidelity VIP High Income Svc
Multisector Bond FSTAX Nationwide VIT Multi Sector Bond 1
High Yield Bond FHIIX Nationwide VIT Federated High Income 1
Intermediate Government NUSAX Nationwide VIT Government Bond 1
Emerging Markets Bond UEMDX UIF Emerging Market Debt I
US EQUITY
LARGE VALUE FEQIX Fidelity VIP Equity-Income Svc
LARGE BLEND VFINX Nationwide VIT Comstock Value 1
LARGE BLEND DGAGX Dreyfus Var Inv Appreciation I
LARGE GROWTH FCNTX Fidelity V2 Contrafund Svc
Mid-Cap Growth NBMTX Neuberger Berman AMT Mid-Cap Growth I
LARGE BLEND NBPTX Neuberger Berman AMT Partners I
LARGE BLEND PEOPX Dreyfus Stock Index Init
LARGE GROWTH NMFAX Nationwide VIT Growth 1
MID-CAP BLEND GMXAX Nationwide VIT Mid Cap Index 1
Mid-Cap Growth OEGAX Oppenheimer VA Small & Mid Cap Growth NS
LARGE GROWTH FAGAX Fidelity V3 Growth Opportunities Svc
LARGE BLEND MSIGX Oppenheimer VA Main Street NS
SMALL BLEND GMRAX Nationwide VIT Small Company 1
LARGE GROWTH OPTFX Oppenheimer VA Capital Appreciation NS
LARGE BLEND NWFAX Nationwide VIT Nation 1
LARGE GROWTH EPGAX Fidelity VIP Growth Svc
LARGE BLEND NGDLX Neuberger Berman AMT Guardian I
LARGE VALUE AVGIX American Century VP Income & Growth I
LARGE VALUE AVPIX American Century VP Value I
SMALL VALUE NWUAX Nationwide VIT Small Cap Value 1
LARGE GROWTH DAPAX Dreyfus Socially Responsible Init
Total Available Funds: 33
  • 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
Emerging Market
DIVERSIFIED EMERGING MKTS GBFAX Van Eck Worldwide Emerging Markets Inl 48% 3 60 0 0.91% 3.55%
REAL ESTATE
REAL ESTATE UUSRX UIF US Real Estate I 0% 3 60 0 NA 0%
INTERNATIONAL EQUITY
WORLD STOCK MWOFX Nationwide VIT Worldwide Leader 1 58% 3 60 0 1.97% 0%
Foreign Large Blend FAOAX Fidelity VIP Overseas Svc 46% 3 60 0 2.16% 0.69%
Foreign Large Growth AVIIX American Century VP International I 26% 3 60 0 NA 1.37%
Others
Natural Resources GHAAX Van Eck Worldwide Hard Asset Inl 49% 3 60 0 0.95% 2.69%
ROOT CASH Nationwide VIT Money Market 1 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%
Multisector Bond FSTAX Nationwide VIT Multi Sector Bond 1 67% 3 60 0 0.97% 3.08%
High Yield Bond FHIIX Nationwide VIT Federated High Income 1 61% 3 60 0 0.9% 5.56%
Intermediate Government NUSAX Nationwide VIT Government Bond 1 52% 3 60 0 0.4% 3.62%
Emerging Markets Bond UEMDX UIF Emerging Market Debt I 0% 3 60 0 NA 0%
US EQUITY
LARGE VALUE FEQIX Fidelity VIP Equity-Income Svc 98% 3 60 0 0.57% 1.67%
LARGE BLEND VFINX Nationwide VIT Comstock Value 1 98% 3 60 0 0.14% 1.27%
LARGE BLEND DGAGX Dreyfus Var Inv Appreciation I 97% 3 60 0 0.66% 0.57%
LARGE GROWTH FCNTX Fidelity V2 Contrafund Svc 96% 3 60 0 0.55% 4.32%
Mid-Cap Growth NBMTX Neuberger Berman AMT Mid-Cap Growth I 86% 3 60 0 1.31% 0%
LARGE BLEND NBPTX Neuberger Berman AMT Partners I 84% 3 60 0 0.51% 0%
LARGE BLEND PEOPX Dreyfus Stock Index Init 72% 3 60 0 0.5% 9.47%
LARGE GROWTH NMFAX Nationwide VIT Growth 1 52% 3 60 0 1.56% 1.18%
MID-CAP BLEND GMXAX Nationwide VIT Mid Cap Index 1 43% 3 60 0 0.49% 8.41%
Mid-Cap Growth OEGAX Oppenheimer VA Small & Mid Cap Growth NS 42% 3 60 0 0.79% 0%
LARGE GROWTH FAGAX Fidelity V3 Growth Opportunities Svc 41% 3 60 0 0.52% 0%
LARGE BLEND MSIGX Oppenheimer VA Main Street NS 41% 3 60 0 0.49% 0%
SMALL BLEND GMRAX Nationwide VIT Small Company 1 37% 3 60 0 0.99% 1.54%
LARGE GROWTH OPTFX Oppenheimer VA Capital Appreciation NS 36% 3 60 0 0.63% 0%
LARGE BLEND NWFAX Nationwide VIT Nation 1 34% 3 60 0 0.56% 3.03%
LARGE GROWTH EPGAX Fidelity VIP Growth Svc 31% 3 60 0 0.72% 1.7%
LARGE BLEND NGDLX Neuberger Berman AMT Guardian I 24% 3 60 0 1.17% 0%
LARGE VALUE AVGIX American Century VP Income & Growth I 23% 3 60 0 NA 1.8%
LARGE VALUE AVPIX American Century VP Value I 23% 3 60 0 NA 10.39%
SMALL VALUE NWUAX Nationwide VIT Small Cap Value 1 0% 3 60 0 1.29% 25.58%
LARGE GROWTH DAPAX Dreyfus Socially Responsible Init 0% 3 60 0 1.15% 0.05%
Average Expense Ratio: 0.89%
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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 5.5% 15.7% 4.5% 5.6% 4.7% 8.1%

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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 33 funds. It covers 5 major asset classes and 17 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, Fixed Income, REITs and Emerging Market Equity.
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