MyPlanIQ 401k Investor Nationwide Life Insurance Co DCVA (TSA) B SHARES

Nationwide Life Insurance Co DCVA (TSA) B SHARES

This Plan is unrated.
Investment Options
Total Available Funds: 16
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend FAOAX Fidelity VIP Overseas Init
Others
Moderate Allocation FASMX Fidelity V5 Asset Manager Init
Moderate Allocation AVBIX American Century VP Balanced I
ROOT CASH Nationwide Money Market Prime
FIXED INCOME
High Yield Bond SPHIX Fidelity VIP High Income Init
Intermediate Government NUSAX Nationwide VIT Government Bond 1
Short-Term Bond NSBTX Neuberger Berman AMT Short Duration I
US EQUITY
LARGE VALUE FEQIX Fidelity VIP Equity-Income Init
Mid-Cap Growth NBMTX Neuberger Berman AMT Growth I
LARGE BLEND NBPTX Neuberger Berman AMT Partners I
Total Available Funds: 16
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend FAOAX Fidelity VIP Overseas Init
Others
Moderate Allocation FASMX Fidelity V5 Asset Manager Init
Moderate Allocation AVBIX American Century VP Balanced I
ROOT CASH Nationwide Money Market Prime
FIXED INCOME
High Yield Bond SPHIX Fidelity VIP High Income Init
Intermediate Government NUSAX Nationwide VIT Government Bond 1
Short-Term Bond NSBTX Neuberger Berman AMT Short Duration I
US EQUITY
LARGE VALUE FEQIX Fidelity VIP Equity-Income Init
Mid-Cap Growth NBMTX Neuberger Berman AMT Growth I
LARGE BLEND NBPTX Neuberger Berman AMT Partners I
LARGE BLEND PEOPX Dreyfus Stock Index Init
LARGE GROWTH NMFAX Nationwide VIT Growth 1
LARGE BLEND NWFAX Nationwide VIT Nation 1
LARGE GROWTH EPGAX Fidelity VIP Growth Init
Mid-Cap Growth AVCIX American Century VP Capital Appreciation I
LARGE GROWTH DAPAX Dreyfus Socially Responsible Init
Total Available Funds: 16
  • 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 Init 46% 3 60 0 2.16% 0.69%
Others
Moderate Allocation FASMX Fidelity V5 Asset Manager Init 76% 3 60 0 0.92% 2.14%
Moderate Allocation AVBIX American Century VP Balanced I 22% 3 60 0 NA 1.71%
ROOT CASH Nationwide Money Market Prime 0% 3 60 0 NA 4.14%
FIXED INCOME
High Yield Bond SPHIX Fidelity VIP High Income Init 92% 3 60 0 1.16% 4.08%
Intermediate Government NUSAX Nationwide VIT Government Bond 1 52% 3 60 0 0.4% 3.62%
Short-Term Bond NSBTX Neuberger Berman AMT Short Duration I 38% 3 60 0 0.35% 4.76%
US EQUITY
LARGE VALUE FEQIX Fidelity VIP Equity-Income Init 98% 3 60 0 0.57% 1.67%
Mid-Cap Growth NBMTX Neuberger Berman AMT 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%
LARGE BLEND NWFAX Nationwide VIT Nation 1 34% 3 60 0 0.56% 3.03%
LARGE GROWTH EPGAX Fidelity VIP Growth Init 31% 3 60 0 0.72% 1.7%
Mid-Cap Growth AVCIX American Century VP Capital Appreciation I 25% 3 60 0 NA 0.13%
LARGE GROWTH DAPAX Dreyfus Socially Responsible Init 0% 3 60 0 1.15% 0.05%
Average Expense Ratio: 0.91%
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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 9.3% 1.1% 5.1% 3.6% 6.9% 4.7%

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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 16 funds. It covers 3 major asset classes and 9 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.


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