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

Nationwide Life Insurance Co BEST OF AMERICA IV NQ B SHARES

This Plan is unrated.
Investment Options
Total Available Funds: 38
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 OPPAX Oppenheimer VA Global NS
Foreign Large Blend FAOAX Fidelity VIP Overseas Init
Foreign Large Growth AVIIX American Century VP International I
Others
Moderate Allocation FASMX Fidelity V5 Asset Manager Init
Natural Resources GHAAX Van Eck Worldwide Hard Asset Inl
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
Short-Term Bond NSBTX Neuberger Berman AMT Short Duration I
Total Available Funds: 38
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 OPPAX Oppenheimer VA Global NS
Foreign Large Blend FAOAX Fidelity VIP Overseas Init
Foreign Large Growth AVIIX American Century VP International I
Others
Moderate Allocation FASMX Fidelity V5 Asset Manager Init
Natural Resources GHAAX Van Eck Worldwide Hard Asset Inl
Moderate Allocation AVBIX American Century VP Balanced I
Moderate Allocation OPASX Oppenheimer VA Balanced NS
ROOT CASH Nationwide VIT Money Market 1
FIXED INCOME
High Yield Bond SPHIX Fidelity VIP High Income Init
Intermediate Government NUSAX Nationwide VIT Government Bond 1 N
Short-Term Bond NSBTX Neuberger Berman AMT Short Duration I
Intermediate-Term Bond OPIGX Oppenheimer VA Core Plus Bond NS
WORLD BOND PADMX Van Eck Worldwide Bond Inl
Emerging Markets Bond UEMDX UIF Emerging Market Debt I
US EQUITY
LARGE VALUE FEQIX Fidelity VIP Equity-Income Init
LARGE BLEND DGAGX Dreyfus Var Inv Appreciation I
LARGE GROWTH FCNTX Fidelity V2 Contrafund Init
Mid-Cap Growth NBMTX Neuberger Berman AMT Growth I
LARGE GROWTH FAGCX Fidelity V3 Growth Opportunities Init
LARGE BLEND NBPTX Neuberger Berman AMT Partners I
LARGE BLEND PEOPX Dreyfus Stock Index Init
MID-CAP BLEND WTSGX Credit Suisse US Equity Flexible I
LARGE GROWTH NMFAX Nationwide VIT Growth 1
MID-CAP BLEND SOPVX WFVT Opportunity
SMALL BLEND GMRAX Nationwide VIT Small Company 1
LARGE GROWTH OPTFX Oppenheimer VA Capital Appreciation NS
LARGE BLEND NWFAX Nationwide VIT Nation 1 NQ
LARGE GROWTH EPGAX Fidelity VIP Growth Init
Mid-Cap Growth AVCIX American Century VP Capital Appreciation I
Mid-Cap Growth WFDAX WFVT Discovery
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 DGRIX Dreyfus Var Inv Growth & Income I
LARGE GROWTH DAPAX Dreyfus Socially Responsible Init
Total Available Funds: 38
  • 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 OPPAX Oppenheimer VA Global NS 49% 3 60 0 1.31% 0%
Foreign Large Blend FAOAX Fidelity VIP Overseas Init 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
Moderate Allocation FASMX Fidelity V5 Asset Manager Init 76% 3 60 0 0.92% 2.14%
Natural Resources GHAAX Van Eck Worldwide Hard Asset Inl 49% 3 60 0 0.95% 2.69%
Moderate Allocation AVBIX American Century VP Balanced I 22% 3 60 0 NA 1.71%
Moderate Allocation OPASX Oppenheimer VA Balanced NS 0% 3 60 0 NA 0%
ROOT CASH Nationwide VIT Money Market 1 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 N 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%
Intermediate-Term Bond OPIGX Oppenheimer VA Core Plus Bond NS 33% 3 60 0 0.46% 4.31%
WORLD BOND PADMX Van Eck Worldwide Bond Inl 0% 3 60 0 0.57% 4.6%
Emerging Markets Bond UEMDX UIF Emerging Market Debt I 0% 3 60 0 NA 0%
US EQUITY
LARGE VALUE FEQIX Fidelity VIP Equity-Income Init 98% 3 60 0 0.57% 1.67%
LARGE BLEND DGAGX Dreyfus Var Inv Appreciation I 97% 3 60 0 0.66% 0.57%
LARGE GROWTH FCNTX Fidelity V2 Contrafund Init 96% 3 60 0 0.55% 4.32%
Mid-Cap Growth NBMTX Neuberger Berman AMT Growth I 86% 3 60 0 1.31% 0%
LARGE GROWTH FAGCX Fidelity V3 Growth Opportunities Init 85% 3 60 0 1.65% 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%
MID-CAP BLEND WTSGX Credit Suisse US Equity Flexible I 72% 3 60 0 1.03% 0%
LARGE GROWTH NMFAX Nationwide VIT Growth 1 52% 3 60 0 1.56% 1.18%
MID-CAP BLEND SOPVX WFVT Opportunity 39% 3 60 0 0.72% 4.03%
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 NQ 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%
Mid-Cap Growth WFDAX WFVT Discovery 24% 3 60 0 0.88% 0%
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 DGRIX Dreyfus Var Inv Growth & Income I 0% 3 60 0 1.03% 0%
LARGE GROWTH DAPAX Dreyfus Socially Responsible Init 0% 3 60 0 1.15% 0.05%
Average Expense Ratio: 0.92%
Sign up to get fund ranking change alerts

* If you find the above investment options have changed, please email us the latest change or directly Modify Investment Options after you login
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 5.3% 15.7% 5.5% 6.2% 5.2% 8.0%

Sign up or Login first to get rebalance emails for this portfolio

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

Sign up or Login and subscribe to get rebalance emails for this portfolio
*     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 38 funds. It covers 5 major asset classes and 20 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, Fixed Income, REITs and Emerging Market Equity.


Register for FREE No Credit Card Required
Or Start FREE 30-day trial now >>
MyPlanIQ Newsletters
Get Started
Search

Members enjoy Free features

  • Customize and follow a diversified strategic allocation portfolio for your 401k, IRA and brokerage investments within minutes
  • Receive monthly or quarterly re-balance emails
  • Enter funds and percentages in your portfolio, see its historical performance and receive ongoing rebalance emails
  • Real time fund ranking and selection for your plans
  • Quality retirement investing newsletter emails
  • Fund ranking and selection for your plans

Tens of thousands of users have signed up!

Join Now (Free)
No Credit Card Required

User names can only consist of alphabetic and
numeric characters.(eg: 0-9a-zA-Z)
I agree to the Terms of use

Login With Facebook:

Get Started Now. It's Free!

Get portfolio suggestions for your
401k plan or brokerage accounts

Powered by MyPlanIQ
You have created an account on MyPlanIQ.com by using this email "", please login MyPlanIQ account or reset your password.