MyPlanIQ 401k Investor Nationwide YourLife Survivorship VUL

Nationwide YourLife Survivorship VUL

This Plan is unrated.
Investment Options
Total Available Funds: 84
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS VEIEX NVIT Emerging Markets Fund - Class III
REAL ESTATE
REAL ESTATE VGSIX NVIT Real Estate Fund - Class I
INTERNATIONAL EQUITY
Foreign Large Value MINIX MFS VIT International Value Portfolio - Service Class
Foreign Large Blend GIXIX NVIT International Equity Fund - Class III
Foreign Large Growth VWIGX NVIT Multi-Manager International Growth Fund - Class III
Others
Target Date 2016-2020 FDIFX Fidelity VIP Freedom Fund 2020 Portfolio - Service Class
Target Date 2026-2030 FEFIX Fidelity VIP Freedom Fund 2030 Portfolio - Service Class
Target Date 2000-2010 FCIFX Fidelity VIP Freedom Fund 2010 Portfolio - Service Class
FIXED INCOME
Inflation-Protected Bond APISX American Century VP Inflation Protection Fund - Class II
Intermediate-Term Bond FBNDX Fidelity VIP Investment Grade Bond Portfolio - Service Class
WORLD BOND TPINX Franklin Templeton VIPT Global Bond Securities Fund - Class III
Total Available Funds: 84
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS VEIEX NVIT Emerging Markets Fund - Class III
REAL ESTATE
REAL ESTATE VGSIX NVIT Real Estate Fund - Class I
INTERNATIONAL EQUITY
Foreign Large Value MINIX MFS VIT International Value Portfolio - Service Class
Foreign Large Blend GIXIX NVIT International Equity Fund - Class III
Foreign Large Growth VWIGX NVIT Multi-Manager International Growth Fund - Class III
Foreign Large Blend FAOIX Fidelity VIP Overseas Portfolio - Service Class R
Foreign Large Value TEMFX Templeton VIPT Foreign Securities Fund - Class 3
Foreign Large Value TEMFX Templeton NVIT International Value Fund - Class III
WORLD STOCK OPPAX Oppenheimer Global Securities Fund/VA - Class 3
Foreign Large Blend GIIAX NVIT International Index Fund - Class VI
Foreign Large Value NWVIX NVIT Multi-Manager International Value Fund - Class III
WORLD STOCK HVLBX American Funds NVIT Global Growth Fund - Class II
Others
Target Date 2016-2020 FDIFX Fidelity VIP Freedom Fund 2020 Portfolio - Service Class
Target Date 2026-2030 FEFIX Fidelity VIP Freedom Fund 2030 Portfolio - Service Class
Target Date 2000-2010 FCIFX Fidelity VIP Freedom Fund 2010 Portfolio - Service Class
Moderate Allocation GMDIX NVIT Investor Destinations Moderate Fund - Class II
Conservative Allocation GIMCX NVIT Investor Destinations Moderately Conservative Fund - Class II
Conservative Allocation GIMCX NVIT Investor Destinations Conservative Fund - Class II
Equity Energy FANIX Fidelity VIP Energy Portfolio - Service Class 2
Equity Energy FANIX Fidelity VIP Energy Portfolio - Service Class 2
World Allocation TINCX Franklin Templeton VIPT Templeton Global Income Securities Fund - Class 3
Health PRHSX T. Rowe Price Health Sciences Portfolio - Class II
Technology JGLTX Janus Aspen Series Global Technology Portfolio - Service II Shares
Conservative Allocation FKINX Franklin Templeton VIPT Franklin Income Securities Fund - Class 2
Natural Resources GHAAX Van Eck VIPT Global Hard Assets Fund - Class R1
Moderate Allocation FFALX Franklin Templeton VIPT Founding Funds Allocation Fund - Class 2
Moderate Allocation HVABX American Funds NVIT Asset Allocation Fund - Class II
ROOT CASH NVIT Money Market Fund - Class I
FIXED INCOME
Inflation-Protected Bond APISX American Century VP Inflation Protection Fund - Class II
Intermediate-Term Bond FBNDX Fidelity VIP Investment Grade Bond Portfolio - Service Class
WORLD BOND TPINX Franklin Templeton VIPT Global Bond Securities Fund - Class III
WORLD BOND PFUUX PIMCO VIT Foreign Bond Portfolio (unhedged) Administrative Class
High Yield Bond FHIIX Federated NVIT High Income Bond Fund - Class III
Short-Term Bond PLDAX PIMCO VIT Low Duration Portfolio - Administrative Class
Intermediate-Term Bond NBDAX NVIT Core Bond Fund - Class I
Intermediate-Term Bond ABNDX American Funds NVIT Bond Fund - Class II
Short-Term Bond NSBIX Neuberger Berman AMT Short Duration Bond Portfolio - I Class
High Yield Bond OPCHX Oppenheimer High Income Fund/VA - Class 3
Short-Term Bond MCAIX NVIT Short Term Bond Fund - Class II
Intermediate-Term Bond PRADX PIMCO VIT Total Return Portfolio - Administrative Class II
Intermediate Government GGBIX NVIT Government Bond Fund - Class I
Intermediate-Term Bond NoTicker NVIT Core Plus Bond Fund - Class I
US EQUITY
Small Growth VISGX NVIT Multi-Manager Small Cap Growth Fund - Class I
LARGE GROWTH TRBCX T. Rowe Price Blue Chip Growth Portfolio - Class II
Mid-Cap Growth VMGIX NVIT Mid Cap Growth Fund - Class I
Mid-Cap Growth VMGIX NVIT Multi-Manager Mid Cap Growth Fund - Class I
LARGE VALUE FEQIX Fidelity VIP Equity-Income Portfolio - Service Class
LARGE VALUE PRFDX T. Rowe Price Equity Income Portfolio - Class II
LARGE BLEND DGAGX Dreyfus VIF Appreciation Portfolio - Initial Shares
MID-CAP VALUE VMVIX NVIT Multi-Manager Mid Cap Value Fund - Class II
LARGE GROWTH JACAX Janus Aspen Series Forty Portfolio - Service Shares
LARGE BLEND GMIAX NVIT Investor Destinations Moderately Aggressive Fund - Class II
LARGE VALUE MEIIX MFS VIT Value Series - Initial Class
LARGE GROWTH JAGRX Janus Aspen Series Overseas Portfolio - Service II Shares
LARGE GROWTH TWCGX American Century NVIT Growth Fund - Class I
LARGE BLEND GAIDX NVIT Investor Destinations Aggressive Fund - Class II
LARGE VALUE AVLIX American Century NVIT Multi Cap Value Fund - Class I
MID-CAP BLEND GMXIX NVIT Mid Cap Index Fund - Class I
SMALL BLEND DISSX Dreyfus IP Small Cap Stock Index Portfolio - Service Shares
LARGE BLEND PEOPX Dreyfus Stock Index Fund, Inc. - Initial Shares
SMALL BLEND OPMYX Oppenheimer Main Street Small- & Mid-Cap Fund
Mid-Cap Growth FMCCX Fidelity VIP Mid Cap Portfolio - Service Class
LARGE BLEND NBSLX Neuberger Berman NVIT Socially Responsible Fund - Class I
MID-CAP VALUE ABASX AllianceBernstein VPS Small/Mid Cap Value Portfolio - Class A
SMALL VALUE FRVLX Franklin VIPT Small Cap Value Securities Fund - Class 2
LARGE GROWTH NMFAX NVIT Multi-Manager Large Cap Growth Fund - Class I
LARGE VALUE ACSTX Van Kampen NVIT Comstock Value Fund - Class I
SMALL BLEND OPMNX Oppenheimer Main Street Small Cap Fund/VA - Non-service Shares
LARGE GROWTH AGTHX American Funds NVIT Growth Fund - Class II
LARGE BLEND OMGNX Oppenheimer Main Street Fund/VA - Non-service Shares
SMALL BLEND GMRAX NVIT Multi-Manager Small Company Fund - Class I
LARGE GROWTH OTCNX Oppenheimer Capital Appreciation Fund/VA - Non-service Shares
LARGE GROWTH EPGAX Fidelity VIP Growth Portfolio - Service Class
LARGE VALUE AVPIX American Century VP Value Fund - Class I
LARGE BLEND NMULX Neuberger Berman NVIT Multi Cap Opportunities Fund - Class I
LARGE BLEND NoTicker NVIT Cardinal(SM) Aggressive Fund - Class I
LARGE BLEND HVNBX American Funds NVIT Growth-Income Fund - Class II
LARGE BLEND GNWIX NVIT Nationwide Fund - Class I
LARGE VALUE NPVAX NVIT Multi-Manager Large Cap Value Fund - Class I
LARGE GROWTH OEQAX Oppenheimer NVIT Large Cap Growth Fund - Class I
LARGE BLEND HVNBX American Funds NVIT Growth-Income Fund - Class II
Mid-Cap Growth ACDAX Invesco VI Capital Development Fund - Series II Shares
SMALL VALUE NWUAX NVIT Multi-Manager Small Cap Value Fund - Class I
Small Growth WFSIX Wells Fargo Advantage VT Small Cap Growth Fund
Total Available Funds: 84
  • 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 VEIEX NVIT Emerging Markets Fund - Class III 99% 3 60 0 0.08% 3.29%
REAL ESTATE
REAL ESTATE VGSIX NVIT Real Estate Fund - Class I 81% 3 60 0 0.12% 3.94%
INTERNATIONAL EQUITY
Foreign Large Value MINIX MFS VIT International Value Portfolio - Service Class 85% 3 60 0 1.03% 1.75%
Foreign Large Blend GIXIX NVIT International Equity Fund - Class III 84% 3 60 0 1.04% 3.24%
Foreign Large Growth VWIGX NVIT Multi-Manager International Growth Fund - Class III 83% 3 60 0 0.45% 1.84%
Foreign Large Blend FAOIX Fidelity VIP Overseas Portfolio - Service Class R 82% 3 60 0 1.11% 0.89%
Foreign Large Value TEMFX Templeton VIPT Foreign Securities Fund - Class 3 55% 3 60 0 0.85% 1.01%
Foreign Large Value TEMFX Templeton NVIT International Value Fund - Class III 55% 3 60 0 0.85% 1.01%
WORLD STOCK OPPAX Oppenheimer Global Securities Fund/VA - Class 3 49% 3 60 0 1.31% 0%
Foreign Large Blend GIIAX NVIT International Index Fund - Class VI 43% 3 60 0 1.04% 1.71%
Foreign Large Value NWVIX NVIT Multi-Manager International Value Fund - Class III 0% 3 60 0 1% 2.08%
WORLD STOCK HVLBX American Funds NVIT Global Growth Fund - Class II 0% 3 60 0 1.12% 0%
Others
Target Date 2016-2020 FDIFX Fidelity VIP Freedom Fund 2020 Portfolio - Service Class 92% 3 60 0 1.07% 2.15%
Target Date 2026-2030 FEFIX Fidelity VIP Freedom Fund 2030 Portfolio - Service Class 89% 3 60 0 1.16% 1.8%
Target Date 2000-2010 FCIFX Fidelity VIP Freedom Fund 2010 Portfolio - Service Class 85% 3 60 0 0.73% 2.62%
Moderate Allocation GMDIX NVIT Investor Destinations Moderate Fund - Class II 83% 3 60 0 0.84% 3.59%
Conservative Allocation GIMCX NVIT Investor Destinations Moderately Conservative Fund - Class II 81% 3 60 0 1.18% 3.7%
Conservative Allocation GIMCX NVIT Investor Destinations Conservative Fund - Class II 81% 3 60 0 1.18% 3.7%
Equity Energy FANIX Fidelity VIP Energy Portfolio - Service Class 2 76% 3 60 0 1.05% 0%
Equity Energy FANIX Fidelity VIP Energy Portfolio - Service Class 2 76% 3 60 0 1.05% 0%
World Allocation TINCX Franklin Templeton VIPT Templeton Global Income Securities Fund - Class 3 72% 3 60 0 0.97% 3.3%
Health PRHSX T. Rowe Price Health Sciences Portfolio - Class II 63% 3 60 0 0.8% 5.33%
Technology JGLTX Janus Aspen Series Global Technology Portfolio - Service II Shares 59% 3 60 0 0.97% 0%
Conservative Allocation FKINX Franklin Templeton VIPT Franklin Income Securities Fund - Class 2 51% 3 60 0 0.72% 5.56%
Natural Resources GHAAX Van Eck VIPT Global Hard Assets Fund - Class R1 49% 3 60 0 0.95% 2.69%
Moderate Allocation FFALX Franklin Templeton VIPT Founding Funds Allocation Fund - Class 2 45% 3 60 0 1.23% 2.69%
Moderate Allocation HVABX American Funds NVIT Asset Allocation Fund - Class II 0% 3 60 0 0.86% 0%
ROOT CASH NVIT Money Market Fund - Class I 0% 3 60 0 NA 4.14%
FIXED INCOME
Inflation-Protected Bond APISX American Century VP Inflation Protection Fund - Class II 94% 3 60 0 0.88% 2.95%
Intermediate-Term Bond FBNDX Fidelity VIP Investment Grade Bond Portfolio - Service Class 76% 3 60 0 0.76% 3.71%
WORLD BOND TPINX Franklin Templeton VIPT Global Bond Securities Fund - Class III 73% 3 60 0 0.96% 3.86%
WORLD BOND PFUUX PIMCO VIT Foreign Bond Portfolio (unhedged) Administrative Class 66% 3 60 0 0.61% 2.97%
High Yield Bond FHIIX Federated NVIT High Income Bond Fund - Class III 60% 3 60 0 0.9% 5.56%
Short-Term Bond PLDAX PIMCO VIT Low Duration Portfolio - Administrative Class 56% 3 60 0 1.05% 3.81%
Intermediate-Term Bond NBDAX NVIT Core Bond Fund - Class I 54% 3 60 0 1.51% 3.25%
Intermediate-Term Bond ABNDX American Funds NVIT Bond Fund - Class II 39% 3 60 0 0.33% 3.52%
Short-Term Bond NSBIX Neuberger Berman AMT Short Duration Bond Portfolio - I Class 39% 3 60 0 0.35% 4.86%
High Yield Bond OPCHX Oppenheimer High Income Fund/VA - Class 3 0% 3 60 0 1.42% 0%
Short-Term Bond MCAIX NVIT Short Term Bond Fund - Class II 0% 3 60 0 0.55% 1.16%
Intermediate-Term Bond PRADX PIMCO VIT Total Return Portfolio - Administrative Class II 0% 3 60 0 0.75% 1.21%
Intermediate Government GGBIX NVIT Government Bond Fund - Class I 0% 3 60 0 NA NA
Intermediate-Term Bond NoTicker NVIT Core Plus Bond Fund - Class I 0% 3 60 0 NA NA
US EQUITY
Small Growth VISGX NVIT Multi-Manager Small Cap Growth Fund - Class I 100% 3 60 0 0.07% 0.54%
LARGE GROWTH TRBCX T. Rowe Price Blue Chip Growth Portfolio - Class II 100% 3 60 0 1.23% 0%
Mid-Cap Growth VMGIX NVIT Mid Cap Growth Fund - Class I 98% 3 60 0 0.19% 0.58%
Mid-Cap Growth VMGIX NVIT Multi-Manager Mid Cap Growth Fund - Class I 98% 3 60 0 0.19% 0.58%
LARGE VALUE FEQIX Fidelity VIP Equity-Income Portfolio - Service Class 98% 3 60 0 0.57% 1.67%
LARGE VALUE PRFDX T. Rowe Price Equity Income Portfolio - Class II 97% 3 60 0 1.23% 1.94%
LARGE BLEND DGAGX Dreyfus VIF Appreciation Portfolio - Initial Shares 97% 3 60 0 0.66% 0.57%
MID-CAP VALUE VMVIX NVIT Multi-Manager Mid Cap Value Fund - Class II 96% 3 60 0 0.19% 2.11%
LARGE GROWTH JACAX Janus Aspen Series Forty Portfolio - Service Shares 95% 3 60 0 0.55% 0.18%
LARGE BLEND GMIAX NVIT Investor Destinations Moderately Aggressive Fund - Class II 91% 3 60 0 0.9% 3.55%
LARGE VALUE MEIIX MFS VIT Value Series - Initial Class 91% 3 60 0 0.8% 8.54%
LARGE GROWTH JAGRX Janus Aspen Series Overseas Portfolio - Service II Shares 89% 3 60 0 0.81% 0.12%
LARGE GROWTH TWCGX American Century NVIT Growth Fund - Class I 89% 3 60 0 0.98% 1.42%
LARGE BLEND GAIDX NVIT Investor Destinations Aggressive Fund - Class II 85% 3 60 0 0.5% 3.23%
LARGE VALUE AVLIX American Century NVIT Multi Cap Value Fund - Class I 82% 3 60 0 2.01% 14.53%
MID-CAP BLEND GMXIX NVIT Mid Cap Index Fund - Class I 80% 3 60 0 0.5% 1.28%
SMALL BLEND DISSX Dreyfus IP Small Cap Stock Index Portfolio - Service Shares 79% 3 60 0 0.5% 12.27%
LARGE BLEND PEOPX Dreyfus Stock Index Fund, Inc. - Initial Shares 72% 3 60 0 0.5% 9.47%
SMALL BLEND OPMYX Oppenheimer Main Street Small- & Mid-Cap Fund 72% 3 60 0 1.06% 0%
Mid-Cap Growth FMCCX Fidelity VIP Mid Cap Portfolio - Service Class 71% 3 60 0 1.22% 0.76%
LARGE BLEND NBSLX Neuberger Berman NVIT Socially Responsible Fund - Class I 65% 3 60 0 1.3% 0%
MID-CAP VALUE ABASX AllianceBernstein VPS Small/Mid Cap Value Portfolio - Class A 62% 3 60 0 0.86% 6.3%
SMALL VALUE FRVLX Franklin VIPT Small Cap Value Securities Fund - Class 2 55% 3 60 0 1.73% 0.35%
LARGE GROWTH NMFAX NVIT Multi-Manager Large Cap Growth Fund - Class I 52% 3 60 0 1.56% 1.18%
LARGE VALUE ACSTX Van Kampen NVIT Comstock Value Fund - Class I 49% 3 60 0 1.55% 1.32%
SMALL BLEND OPMNX Oppenheimer Main Street Small Cap Fund/VA - Non-service Shares 41% 3 60 0 1.32% 0%
LARGE GROWTH AGTHX American Funds NVIT Growth Fund - Class II 41% 3 60 0 0.3% 0%
LARGE BLEND OMGNX Oppenheimer Main Street Fund/VA - Non-service Shares 38% 3 60 0 0.49% 0%
SMALL BLEND GMRAX NVIT Multi-Manager Small Company Fund - Class I 37% 3 60 0 0.99% 1.54%
LARGE GROWTH OTCNX Oppenheimer Capital Appreciation Fund/VA - Non-service Shares 35% 3 60 0 0.63% 0%
LARGE GROWTH EPGAX Fidelity VIP Growth Portfolio - Service Class 31% 3 60 0 0.72% 1.7%
LARGE VALUE AVPIX American Century VP Value Fund - Class I 23% 3 60 0 NA 10.39%
LARGE BLEND NMULX Neuberger Berman NVIT Multi Cap Opportunities Fund - Class I 20% 3 60 0 0.82% 0%
LARGE BLEND NoTicker NVIT Cardinal(SM) Aggressive Fund - Class I 0% 3 60 0 NA NA
LARGE BLEND HVNBX American Funds NVIT Growth-Income Fund - Class II 0% 3 60 0 0.81% 0%
LARGE BLEND GNWIX NVIT Nationwide Fund - Class I 0% 3 60 0 NA NA
LARGE VALUE NPVAX NVIT Multi-Manager Large Cap Value Fund - Class I 0% 3 60 0 NA NA
LARGE GROWTH OEQAX Oppenheimer NVIT Large Cap Growth Fund - Class I 0% 3 60 0 1.12% 0%
LARGE BLEND HVNBX American Funds NVIT Growth-Income Fund - Class II 0% 3 60 0 0.81% 0%
Mid-Cap Growth ACDAX Invesco VI Capital Development Fund - Series II Shares 0% 3 60 0 1.75% 8.13%
SMALL VALUE NWUAX NVIT Multi-Manager Small Cap Value Fund - Class I 0% 3 60 0 1.29% 25.58%
Small Growth WFSIX Wells Fargo Advantage VT Small Cap Growth Fund 0% 3 60 0 NA 0%
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 0.6% 6.8% 0.2% 4.9% 4.2% 6.5%

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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 93 funds. It covers 5 major asset classes and 31 minor asset classes. The major asset classes it covers are US Equity, Fixed Income, REITs, Emerging Market Equity and Foreign Equity.


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