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Nationwide Life Insurance Co FIDELITY ADVISOR GENERATIONS ANNUITY B SHARES
Investment Model Portfolios

Investment options of Nationwide Life Insurance Co FIDELITY ADVISOR GENERATIONS ANNUITY B SHARES

Total Available Funds: 13
Asset Class Ticker Description
US EQUITY
LARGE GROWTH FCNTX Fidelity V2 Contrafund Svc
LARGE BLEND FUSEX Fidelity V2 Index 500 Init
LARGE GROWTH FAGAX Fidelity V3 Growth Opportunities Svc
LARGE GROWTH FGIRX Fidelity V3 Growth & Income Svc
LARGE GROWTH FAMRX Fidelity V5 Asset Manager Growth Svc
LARGE VALUE FEQIX Fidelity VIP Equity-Income Svc
LARGE GROWTH EPGAX Fidelity VIP Growth Svc
Others
Moderate Allocation FBALX Fidelity V3 Balanced Svc
Moderate Allocation FASMX Fidelity V5 Asset Manager Svc
ROOT CASH Fidelity V5 Money Market Init
FIXED INCOME
Intermediate-Term Bond FBNDX Fidelity V5 Investment Grade Bond Init
High Yield Bond SPHIX Fidelity VIP High Income Svc
INTERNATIONAL EQUITY
Foreign Large Blend FAOAX Fidelity VIP Overseas Svc

Investment model portfolios

We provide two types of investment model portfolios for Nationwide Life Insurance Co FIDELITY ADVISOR GENERATIONS ANNUITY B SHARES 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.

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 Life Insurance Co FIDELITY ADVISOR GENERATIONS ANNUITY B SHARES Tactical Asset Allocation Moderate NA 28.85% 8.10% 10.36% 8.85% 9.84% 9.70% 9.09%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 37.82% 8.86% 15.20% 12.89% 14.04% 10.46% 8.70%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 22.89% 2.25% 6.63% 6.01% 7.19% 6.10% 5.79%
Data as of 10/31/2024, AR inception is 12/31/2000