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Nationwide Life Insurance Co BEST OF AMERICA III NQ B SHARES
Investment Model Portfolios

Investment options of Nationwide Life Insurance Co BEST OF AMERICA III NQ B SHARES

Total Available Funds: 29
Asset Class Ticker Description
Others
Moderate Allocation AVBIX American Century VP Balanced I
Moderate Allocation FASMX Fidelity V5 Asset Manager Init
ROOT CASH Nationwide VIT Money Market 1
Moderate Allocation OPASX Oppenheimer VA Balanced NS
Natural Resources GHAAX Van Eck Worldwide Hard Asset Inl
US EQUITY
Mid-Cap Growth AVCIX American Century VP Capital Appreciation I
LARGE GROWTH AGTHX American Funds Insur Growth 1
MID-CAP BLEND WTSGX Credit Suisse US Equity Flexible I
LARGE GROWTH DAPAX Dreyfus Socially Responsible Init
LARGE BLEND PEOPX Dreyfus Stock Index Init
LARGE GROWTH FCNTX Fidelity V2 Contrafund Init
LARGE VALUE FEQIX Fidelity VIP Equity-Income Init
LARGE GROWTH EPGAX Fidelity VIP Growth Init
LARGE GROWTH NMFAX Nationwide VIT Growth 1
SMALL BLEND GMRAX Nationwide VIT Small Company 1
LARGE BLEND NWFAX Nationwide VIT Nation 1 NQ
Mid-Cap Growth NBMTX Neuberger Berman AMT Growth I
Mid-Cap Growth WFDAX Wells Fargo VT Discovery
MID-CAP BLEND SOPVX WFVT Opportunity
FIXED INCOME
High Yield Bond AHITX American Funds Insur High-Income 1
Intermediate Government AMUSX American Funds Insur US Government/AAA-Rated 1
High Yield Bond SPHIX Fidelity VIP High Income Init
Intermediate Government NUSAX Nationwide VIT Government Bond 1 N
Short-Term Bond NSBTX Neuberger Berman AMT Short Duration I
Intermediate-Term Bond OPIGX Oppenheimer VA Core Plus Bond NS
WORLD BOND PADMX Van Eck Worldwide Bond Inl
INTERNATIONAL EQUITY
Foreign Large Blend FAOAX Fidelity VIP Overseas Init
WORLD STOCK OPPAX Oppenheimer VA Global NS
REAL ESTATE
REAL ESTATE UUSRX UIF US Real Estate I

Investment model portfolios

We provide two types of investment model portfolios for Nationwide Life Insurance Co BEST OF AMERICA III NQ 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 III NQ B SHARES Tactical Asset Allocation Moderate NA -4.68% 4.40% 2.99% 7.56% 8.23% NA 8.90%
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

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