MyPlanIQ 401k Investor Nationwide Life Insurance Co BEST OF AMERICA III NQ B SHARES

Nationwide Life Insurance Co BEST OF AMERICA III NQ B SHARES

This Plan is unrated.
Investment Options
Total Available Funds: 29
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE UUSRX UIF US Real Estate I
INTERNATIONAL EQUITY
WORLD STOCK OPPAX Oppenheimer VA Global NS
Foreign Large Blend FAOAX Fidelity VIP Overseas Init
Others
Moderate Allocation FASMX Fidelity V5 Asset Manager Init
Natural Resources GHAAX Van Eck Worldwide Hard Asset Inl
Moderate Allocation OPASX Oppenheimer VA Balanced NS
FIXED INCOME
High Yield Bond SPHIX Fidelity VIP High Income Init
Intermediate Government NUSAX Nationwide VIT Government Bond 1 N
High Yield Bond AHITX American Funds Insur High-Income 1
Total Available Funds: 29
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE UUSRX UIF US Real Estate I
INTERNATIONAL EQUITY
WORLD STOCK OPPAX Oppenheimer VA Global NS
Foreign Large Blend FAOAX Fidelity VIP Overseas Init
Others
Moderate Allocation FASMX Fidelity V5 Asset Manager Init
Natural Resources GHAAX Van Eck Worldwide Hard Asset Inl
Moderate Allocation OPASX Oppenheimer VA Balanced NS
ROOT CASH Nationwide VIT Money Market 1
Moderate Allocation AVBIX American Century VP Balanced I
FIXED INCOME
High Yield Bond SPHIX Fidelity VIP High Income Init
Intermediate Government NUSAX Nationwide VIT Government Bond 1 N
High Yield Bond AHITX American Funds Insur High-Income 1
Intermediate Government AMUSX American Funds Insur US Government/AAA-Rated 1
Intermediate-Term Bond OPIGX Oppenheimer VA Core Plus Bond NS
WORLD BOND PADMX Van Eck Worldwide Bond Inl
Short-Term Bond NSBTX Neuberger Berman AMT Short Duration I
US EQUITY
LARGE VALUE FEQIX Fidelity VIP Equity-Income Init
LARGE GROWTH FCNTX Fidelity V2 Contrafund Init
Mid-Cap Growth NBMTX Neuberger Berman AMT Growth I
MID-CAP BLEND WTSGX Credit Suisse US Equity Flexible I
LARGE BLEND PEOPX Dreyfus Stock Index Init
LARGE GROWTH NMFAX Nationwide VIT Growth 1
LARGE GROWTH AGTHX American Funds Insur Growth 1
MID-CAP BLEND SOPVX WFVT Opportunity
SMALL BLEND GMRAX Nationwide VIT Small Company 1
LARGE BLEND NWFAX Nationwide VIT Nation 1 NQ
LARGE GROWTH EPGAX Fidelity VIP Growth Init
Mid-Cap Growth WFDAX Wells Fargo VT Discovery
LARGE GROWTH DAPAX Dreyfus Socially Responsible Init
Mid-Cap Growth AVCIX American Century VP Capital Appreciation I
Total Available Funds: 29
  • 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 UUSRX UIF US Real Estate I 0% 3 60 0 NA 1.32%
INTERNATIONAL EQUITY
WORLD STOCK OPPAX Oppenheimer VA Global NS 48% 3 60 0 1.31% 10.76%
Foreign Large Blend FAOAX Fidelity VIP Overseas Init 46% 3 60 0 2.16% 1.26%
Others
Moderate Allocation FASMX Fidelity V5 Asset Manager Init 75% 3 60 0 0.92% 3.86%
Natural Resources GHAAX Van Eck Worldwide Hard Asset Inl 49% 3 60 0 0.95% 2.62%
Moderate Allocation OPASX Oppenheimer VA Balanced NS 0% 3 60 0 NA 0.76%
ROOT CASH Nationwide VIT Money Market 1 0% 3 60 0 NA 2.61%
Moderate Allocation AVBIX American Century VP Balanced I 0% 3 60 0 NA 2.07%
FIXED INCOME
High Yield Bond SPHIX Fidelity VIP High Income Init 91% 3 60 0 1.16% 5.9%
Intermediate Government NUSAX Nationwide VIT Government Bond 1 N 52% 3 60 0 0.4% 3.28%
High Yield Bond AHITX American Funds Insur High-Income 1 47% 3 60 0 0.41% 5.94%
Intermediate Government AMUSX American Funds Insur US Government/AAA-Rated 1 43% 3 60 0 0.24% 3.81%
Intermediate-Term Bond OPIGX Oppenheimer VA Core Plus Bond NS 33% 3 60 0 0.46% 4.06%
WORLD BOND PADMX Van Eck Worldwide Bond Inl 0% 3 60 0 0.57% 10.28%
Short-Term Bond NSBTX Neuberger Berman AMT Short Duration I 0% 3 60 0 0.35% 4.33%
US EQUITY
LARGE VALUE FEQIX Fidelity VIP Equity-Income Init 98% 3 60 0 0.57% 5.21%
LARGE GROWTH FCNTX Fidelity V2 Contrafund Init 96% 3 60 0 0.55% 5.1%
Mid-Cap Growth NBMTX Neuberger Berman AMT Growth I 85% 3 60 0 1.31% 9.97%
MID-CAP BLEND WTSGX Credit Suisse US Equity Flexible I 72% 3 60 0 1.03% 0%
LARGE BLEND PEOPX Dreyfus Stock Index Init 72% 3 60 0 0.5% 10.04%
LARGE GROWTH NMFAX Nationwide VIT Growth 1 52% 3 60 0 1.56% 0.96%
LARGE GROWTH AGTHX American Funds Insur Growth 1 41% 3 60 0 0.3% 8.93%
MID-CAP BLEND SOPVX WFVT Opportunity 39% 3 60 0 0.72% 9.48%
SMALL BLEND GMRAX Nationwide VIT Small Company 1 37% 3 60 0 0.99% 1.66%
LARGE BLEND NWFAX Nationwide VIT Nation 1 NQ 34% 3 60 0 0.56% 0.19%
LARGE GROWTH EPGAX Fidelity VIP Growth Init 31% 3 60 0 0.72% 11.63%
Mid-Cap Growth WFDAX Wells Fargo VT Discovery 25% 3 60 0 0.88% 10.02%
LARGE GROWTH DAPAX Dreyfus Socially Responsible Init 0% 3 60 0 1.15% 31.57%
Mid-Cap Growth AVCIX American Century VP Capital Appreciation I 0% 3 60 0 NA 4.12%
Average Expense Ratio: 0.82%
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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 5.2% 13.1% 5.2% 7.0% 6.2% 7.7%

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Strategic Asset Allocation - Optimal: Click here to see this strategy description
Optimal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click to Create Model Portfolio

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Tactical Asset Allocation: Click here to see this strategy description
Dynamic Asset Switching YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 4.4% -0.3% 4.5% 2.7% 7.6% 8.4%

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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 29 funds. It covers 4 major asset classes and 16 minor asset classes. The major asset classes it covers are US Equity, Fixed Income, Foreign Equity and REITs.


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