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Nationwide Life Insurance Co Best of America Future Annuity B Shares
Investment Model Portfolios

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Investment options of Nationwide Life Insurance Co Best of America Future Annuity B Shares

Total Available Funds: 33
Asset Class Ticker Description
US EQUITY
LARGE VALUE AVGIX American Century VP Income & Growth I
LARGE VALUE AVPIX American Century VP Value I
LARGE GROWTH DAPAX Dreyfus Socially Responsible Init
LARGE BLEND PEOPX Dreyfus Stock Index Init
LARGE BLEND DGAGX Dreyfus Var Inv Appreciation I
LARGE GROWTH FCNTX Fidelity V2 Contrafund Svc
LARGE GROWTH FAGAX Fidelity V3 Growth Opportunities Svc
LARGE VALUE FEQIX Fidelity VIP Equity-Income Svc
LARGE GROWTH EPGAX Fidelity VIP Growth Svc
LARGE BLEND VFINX Nationwide VIT Comstock Value 1
LARGE GROWTH NMFAX Nationwide VIT Growth 1
MID-CAP BLEND GMXAX Nationwide VIT Mid Cap Index 1
SMALL BLEND GMRAX Nationwide VIT Small Company 1
SMALL VALUE NWUAX Nationwide VIT Small Cap Value 1
LARGE BLEND NWFAX Nationwide VIT Nation 1
LARGE BLEND NGDLX Neuberger Berman AMT Guardian I
Mid-Cap Growth NBMTX Neuberger Berman AMT Mid-Cap Growth I
LARGE BLEND NBPTX Neuberger Berman AMT Partners I
LARGE GROWTH OPTFX Oppenheimer VA Capital Appreciation NS
LARGE BLEND MSIGX Oppenheimer VA Main Street NS
Mid-Cap Growth OEGAX Oppenheimer VA Small & Mid Cap Growth NS
INTERNATIONAL EQUITY
Foreign Large Growth AVIIX American Century VP International I
Foreign Large Blend FAOAX Fidelity VIP Overseas Svc
WORLD STOCK MWOFX Nationwide VIT Worldwide Leader 1
FIXED INCOME
High Yield Bond SPHIX Fidelity VIP High Income Svc
High Yield Bond FHIIX Nationwide VIT Federated High Income 1
Intermediate Government NUSAX Nationwide VIT Government Bond 1
Multisector Bond FSTAX Nationwide VIT Multi Sector Bond 1
Emerging Markets Bond UEMDX UIF Emerging Market Debt I
Others
ROOT CASH Nationwide VIT Money Market 1
Natural Resources GHAAX Van Eck Worldwide Hard Asset Inl
REAL ESTATE
REAL ESTATE UUSRX UIF US Real Estate I
Emerging Market
DIVERSIFIED EMERGING MKTS GBFAX Van Eck Worldwide Emerging Markets Inl

Investment model portfolios

We provide two types of investment model portfolios for Nationwide Life Insurance Co Best of America Future 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 Best of America Future Annuity B Shares Tactical Asset Allocation Moderate NA -3.55% 7.16% 4.00% 8.73% 8.93% NA 9.38%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA -2.48% 13.87% 10.80% 14.86% 8.03% 5.72% 6.19%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA -4.09% 7.72% 5.10% 8.74% 5.54% 5.12% 5.03%
Data as of 01/31/2019, AR inception is 12/31/2000