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Nationwide Financial Advisor Mutual Funds Plan
Investment Model Portfolios

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Investment options of Nationwide Financial Advisor Mutual Funds Plan

Total Available Funds: 53
Asset Class Ticker Description
Others
Target Date 2000-2010 NWDAX Nationwide Destination 2010 A
Target Date 2011-2015 NWEAX Nationwide Destination 2015 A
Target Date 2016-2020 NWAFX Nationwide Destination 2020 A
Target Date 2021-2025 NWHAX Nationwide Destination 2025 A
Target Date 2026-2030 NWIAX Nationwide Destination 2030 A
Target Date 2031-2035 NWLAX Nationwide Destination 2035 A
Target Date 2036-2040 NWMAX Nationwide Destination 2040 A
Target Date 2041-2045 NWNAX Nationwide Destination 2045 A
Target Date 2046-2050 NWOAX Nationwide Destination 2050 A
Target Date 2051+ NTDAX Nationwide Destination 2055 A
Moderate Allocation NWGDX Nationwide HighMark Balanced A
Conservative Allocation NDCAX Nationwide Inv Dest Cnsrv A
Moderate Allocation NADMX Nationwide Inv Dest Mod A
Aggressive Allocation NDMAX Nationwide Inv Destinations Mod Agrsv A
Conservative Allocation NADCX Nationwide Inv Dest Mod Cnsrv A
Conservative Allocation NWAAX Nationwide Alternatives Allc A
Retirement Income NWRAX Nationwide Retirement Income A
ROOT CASH Nationwide Money Market Fund Prime Shares
Technology NWHOX Nationwide Bailard Tech&Sci A
Technology NWJCX Nationwide Ziegler NYSEArcaTech100 A
US EQUITY
LARGE BLEND NDAAX Nationwide Inv Destinations Agrsv A
LARGE BLEND NWFAX Nationwide A
LARGE GROWTH NMFAX Nationwide Growth A
LARGE BLEND NWGHX Nationwide HighMark Lg Cp Core Eq A
LARGE GROWTH NWGLX Nationwide HighMark Lg Cp Gr A
LARGE BLEND NWGTX Nationwide HighMark Value A
LARGE BLEND GRMAX Nationwide S&P 500 Index A
LARGE VALUE NWGYX Nationwide Ziegler Equity Inc A
Mid-Cap Growth NWHVX Nationwide Geneva Mid Cap Growth A
MID-CAP BLEND GMXAX Nationwide Mid Cap Market Index A
SMALL VALUE NWHDX Nationwide Bailard Cognitive Value A
Small Growth NWHZX Nationwide Geneva Small Cap Growth A
SMALL BLEND NWGPX Nationwide HighMark Sm Cp Core A
SMALL BLEND GMRAX Nationwide Small Cap Index A
Small Growth NWSAX Nationwide Small Company Growth A
SMALL VALUE NWUAX Nationwide US Small Cap Value A
FIXED INCOME
Intermediate-Term Bond NBDAX Nationwide Bond A
Intermediate-Term Bond GBIAX Nationwide Bond Index A
Intermediate-Term Bond NWCPX Nationwide Core Plus Bond A
ULTRASHORT BOND NMEAX Nationwide Enhanced Income A
Intermediate Government NUSAX Nationwide Government Bond A
Intermediate-Term Bond NWJGX Nationwide HighMark Bond A
Muni California Intermediate NWJKX Nationwide HighMark CA Interm TFB A
Muni National Interm NWJOX Nationwide HighMark Nat Interm TFB A
Short-Term Bond NWJSX Nationwide HighMark Short Term Bd A
High Yield Bond GGHAX Nationwide High Yield Bond A
Inflation-Protected Bond NIFAX Nationwide Inflation-Protected Secs A
Short-Term Bond MCAPX Nationwide Short Duration Bond A
Muni Single State Interm NWJWX Nationwide Ziegler WI Tax Exempt A
INTERNATIONAL EQUITY
Foreign Large Blend NWHJX Nationwide Bailard Intl Eqs A
WORLD STOCK GGEAX Nationwide Global Equity A
Foreign Large Blend GIIAX Nationwide International Index A
Foreign Large Value NWVAX Nationwide International Value A

Investment model portfolios

We provide two types of investment model portfolios for Nationwide Financial Advisor Mutual Funds Plan participants. You can customize and follow a model portfolio in your plan account.

Types of portfolio strategies

These portfolios are proactively monitored and rebalanced on a monthly basis when needed, ensuring it remains in line with its target allocation.

Let us know (Email us) if you need help to create a custom model portfolio for your plan.

Example model portfolios

The following provides historical returns for example model portfolios with a moderate risk profile (at most 60% in stocks) and their comparison with benchmark index funds. You can customize these portfolios according to your own risk profile.

Strategic Asset Allocation Model Portfolio

The following portfolio is based on the MyPlanIQ Strategic Asset Allocation (SAA) strategy.

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
Nationwide Financial Advisor Mutual Funds Plan Strategic Asset Allocation - Optimal Moderate NA -15.92% -0.24% 1.03% 4.00% 2.50% 4.83% 3.77%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA -14.90% 10.21% 10.38% 12.67% 8.38% 9.69% 7.42%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA -18.12% 1.82% 3.10% 5.30% 3.96% 6.10% 5.02%
Data as of 10/31/2022, AR inception is 12/31/2000

Tactical Asset Allocation Model Portfolio

The following portfolio is based on the MyPlanIQ Tactical Asset Allocation (TAA) strategy.

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
Nationwide Financial Advisor Mutual Funds Plan Tactical Asset Allocation Moderate NA -2.87% 3.28% 1.69% 4.08% 5.13% NA 6.09%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 7.18% 10.93% 11.18% 13.10% 8.60% 6.45% 6.55%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA -0.24% 4.98% 4.97% 7.82% 5.92% 5.61% 5.27%
Data as of 10/31/2018, AR inception is 12/31/2000

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