MyPlanIQ 401k Investor Nationwide Life Insurance Co GROUP FLEX FUND RETIREMENT CONTRACT B SHARES

Nationwide Life Insurance Co GROUP FLEX FUND RETIREMENT CONTRACT B SHARES

This Plan is unrated.
Investment Options
Total Available Funds: 42
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth PRITX T Rowe Price Institutional St Short
WORLD STOCK TEMGX Templeton Global Small Company A
Foreign Large Value TEMFX Templeton Foreign A
Others
Moderate Allocation FPURX Fidelity Puritan
Moderate Allocation AMECX American Funds Income A
Moderate Allocation FFAMX Fidelity Asset Manager 50%
FIXED INCOME
High Yield Bond MHITX MFS High Income A
High Yield Bond FAGIX Fidelity Capital & Income
SHORT GOVERNMENT FIGTX Federated Government 2-5 Year Inst
Total Available Funds: 42
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth PRITX T Rowe Price Institutional St Short
WORLD STOCK TEMGX Templeton Global Small Company A
Foreign Large Value TEMFX Templeton Foreign A
Others
Moderate Allocation FPURX Fidelity Puritan
Moderate Allocation AMECX American Funds Income A
Moderate Allocation FFAMX Fidelity Asset Manager 50%
ROOT CASH Nationwide VIT Money Market 1
ROOT CASH Dreyfus Cash Mgt Inst
FIXED INCOME
High Yield Bond MHITX MFS High Income A
High Yield Bond FAGIX Fidelity Capital & Income
SHORT GOVERNMENT FIGTX Federated Government 2-5 Year Inst
Intermediate-Term Bond MPFIX Morgan Stanley Inst Core Plus FI I
Intermediate-Term Bond ABNDX American Funds Bond A
US EQUITY
LARGE BLEND NGUAX Neuberger Guardian Inv
LARGE VALUE FEQIX Fidelity Equity-Inc
LARGE BLEND VFINX SEI Inst S&P 500 E
LARGE BLEND NPRTX Neuberger Partners Inv
LARGE GROWTH FCNTX Fidelity Contrafund
LARGE BLEND FGRIX Fidelity Growth & Income
LARGE GROWTH FOCPX Fidelity OTC
LARGE BLEND NYVTX Davis New York Venture A
LARGE GROWTH TWCGX American Century Growth Inv
Mid-Cap Growth NMANX Neuberger Mid Capital Growth Inv
LARGE VALUE DEDIX Delaware Large Cap Value Inst
LARGE GROWTH DRTHX Dreyfus Third Century Z
LARGE GROWTH TWCIX American Century Select Inv
LARGE GROWTH FMAGX Fidelity Magellan Fund
LARGE GROWTH TWCUX American Century Ultra Inv
LARGE BLEND PEOPX Dreyfus S&P 500 Index
LARGE GROWTH MUIGX Nationwide Growth D
LARGE GROWTH MIGFX MFS Massachusetts Inv Growth A
LARGE GROWTH AGTHX American Funds Growth A
LARGE BLEND MUIFX Nationwide Nationwide D
LARGE BLEND MUIFX Nationwide Bond D
Mid-Cap Growth STCSX WellsFargo Common Stock Inv
LARGE GROWTH SGRFX Seligman Growth A
LARGE GROWTH PVOYX Putnam Voyager A
LARGE BLEND PINVX Putnam Investors A
LARGE GROWTH JAVLX Janus Twenty
LARGE GROWTH JDGAX Janus Fund
LARGE GROWTH CSTGX Invesco Constell A
LARGE VALUE ETRAX Evergreen Equity Income A
Total Available Funds: 42
  • 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 Growth PRITX T Rowe Price Institutional St Short 100% 3 60 0 1.4% 1.08%
WORLD STOCK TEMGX Templeton Global Small Company A 63% 3 60 0 1.31% 0.64%
Foreign Large Value TEMFX Templeton Foreign A 55% 3 60 0 0.85% 1.01%
Others
Moderate Allocation FPURX Fidelity Puritan 82% 3 60 0 0.5% 4.31%
Moderate Allocation AMECX American Funds Income A 39% 3 60 0 0.69% 3.71%
Moderate Allocation FFAMX Fidelity Asset Manager 50% 28% 3 60 0 0.91% 5.97%
ROOT CASH Nationwide VIT Money Market 1 0% 3 60 0 NA 4.14%
ROOT CASH Dreyfus Cash Mgt Inst 0% 3 60 0 NA 4.14%
FIXED INCOME
High Yield Bond MHITX MFS High Income A 100% 3 60 0 0.88% 5.83%
High Yield Bond FAGIX Fidelity Capital & Income 92% 3 60 0 0.93% 4.03%
SHORT GOVERNMENT FIGTX Federated Government 2-5 Year Inst 83% 3 60 0 1.33% 2.95%
Intermediate-Term Bond MPFIX Morgan Stanley Inst Core Plus FI I 73% 3 60 0 0.77% 4.99%
Intermediate-Term Bond ABNDX American Funds Bond A 39% 3 60 0 0.33% 3.52%
US EQUITY
LARGE BLEND NGUAX Neuberger Guardian Inv 99% 3 60 0 0.58% 0.18%
LARGE VALUE FEQIX Fidelity Equity-Inc 98% 3 60 0 0.57% 1.67%
LARGE BLEND VFINX SEI Inst S&P 500 E 98% 3 60 0 0.14% 1.27%
LARGE BLEND NPRTX Neuberger Partners Inv 97% 3 60 0 0.98% 2.42%
LARGE GROWTH FCNTX Fidelity Contrafund 96% 3 60 0 0.55% 4.32%
LARGE BLEND FGRIX Fidelity Growth & Income 95% 3 60 0 0.58% 1.47%
LARGE GROWTH FOCPX Fidelity OTC 94% 3 60 0 0.81% 0.06%
LARGE BLEND NYVTX Davis New York Venture A 92% 3 60 0 1.75% 8.07%
LARGE GROWTH TWCGX American Century Growth Inv 89% 3 60 0 0.98% 1.42%
Mid-Cap Growth NMANX Neuberger Mid Capital Growth Inv 87% 3 60 0 1.31% 0%
LARGE VALUE DEDIX Delaware Large Cap Value Inst 85% 3 60 0 1.29% 4.44%
LARGE GROWTH DRTHX Dreyfus Third Century Z 84% 3 60 0 0.7% 3.47%
LARGE GROWTH TWCIX American Century Select Inv 84% 3 60 0 0.75% 7.47%
LARGE GROWTH FMAGX Fidelity Magellan Fund 75% 3 60 0 0.52% 0.34%
LARGE GROWTH TWCUX American Century Ultra Inv 73% 3 60 0 0.99% 5.24%
LARGE BLEND PEOPX Dreyfus S&P 500 Index 72% 3 60 0 0.5% 9.47%
LARGE GROWTH MUIGX Nationwide Growth D 53% 3 60 0 1.56% 1.35%
LARGE GROWTH MIGFX MFS Massachusetts Inv Growth A 49% 3 60 0 0.71% 0%
LARGE GROWTH AGTHX American Funds Growth A 41% 3 60 0 0.3% 0%
LARGE BLEND MUIFX Nationwide Nationwide D 36% 3 60 0 0.56% 3.41%
LARGE BLEND MUIFX Nationwide Bond D 36% 3 60 0 0.56% 3.41%
Mid-Cap Growth STCSX WellsFargo Common Stock Inv 0% 3 60 0 1.3% 0%
LARGE GROWTH SGRFX Seligman Growth A 0% 3 60 0 NA NA
LARGE GROWTH PVOYX Putnam Voyager A 0% 3 60 0 1.17% 0%
LARGE BLEND PINVX Putnam Investors A 0% 3 60 0 1.18% 0.97%
LARGE GROWTH JAVLX Janus Twenty 0% 3 60 0 0.94% 0%
LARGE GROWTH JDGAX Janus Fund 0% 3 60 0 0.99% 0%
LARGE GROWTH CSTGX Invesco Constell A 0% 3 60 0 1.29% 0%
LARGE VALUE ETRAX Evergreen Equity Income A 0% 3 60 0 NA 0.08%
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 3.1% 15.2% 1.8% 7.3% 5.7% 7.7%

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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 42 funds. It covers 3 major asset classes and 11 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.


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