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Nationwide Life Insurance Co NATIONWIDE CLASSIC B SHARES
Investment Model Portfolios

Investment options of Nationwide Life Insurance Co NATIONWIDE CLASSIC B SHARES

Total Available Funds: 13
Asset Class Ticker Description
US EQUITY
LARGE GROWTH FCNTX Fidelity V2 Contrafund Init
LARGE BLEND FUSEX Fidelity V2 Index 500 Init
LARGE GROWTH FAGCX Fidelity V3 Growth Opportunities Init
LARGE GROWTH FGIOX Fidelity V3 Growth & Income Init
LARGE GROWTH FAMRX Fidelity V5 Asset Manager Growth Init
LARGE VALUE FEQIX Fidelity VIP Equity-Income Init
LARGE GROWTH EPGAX Fidelity VIP Growth Init
Others
Moderate Allocation FBALX Fidelity V3 Balanced Init
Moderate Allocation FASMX Fidelity V5 Asset Manager Init
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 Init
INTERNATIONAL EQUITY
Foreign Large Blend FAOAX Fidelity VIP Overseas Init

Investment model portfolios

We provide two types of investment model portfolios for Nationwide Life Insurance Co NATIONWIDE CLASSIC 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 NATIONWIDE CLASSIC B SHARES Tactical Asset Allocation Moderate NA 28.91% 8.07% 10.37% 9.19% 10.09% 9.90% 9.27%
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