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Nationwide Life Insurance Co GROUP FLEX FUND RETIREMENT CONTRACT B SHARES
Investment Model Portfolios

Investment options of Nationwide Life Insurance Co GROUP FLEX FUND RETIREMENT CONTRACT B SHARES

Total Available Funds: 42
Asset Class Ticker Description
US EQUITY
LARGE GROWTH TWCGX American Century Growth Inv
LARGE GROWTH TWCIX American Century Select Inv
LARGE GROWTH TWCUX American Century Ultra Inv
LARGE GROWTH AGTHX American Funds Growth A
LARGE BLEND NYVTX Davis New York Venture A
LARGE VALUE DEDIX Delaware Large Cap Value Inst
LARGE BLEND PEOPX Dreyfus S&P 500 Index
LARGE GROWTH DRTHX Dreyfus Third Century Z
LARGE VALUE ETRAX Evergreen Equity Income A
LARGE GROWTH FCNTX Fidelity Contrafund
LARGE VALUE FEQIX Fidelity Equity-Inc
LARGE BLEND FGRIX Fidelity Growth & Income
LARGE GROWTH FMAGX Fidelity Magellan Fund
LARGE GROWTH FOCPX Fidelity OTC
LARGE GROWTH CSTGX Invesco Constell A
LARGE GROWTH JDGAX Janus Fund
LARGE GROWTH JAVLX Janus Twenty
LARGE GROWTH MIGFX MFS Massachusetts Inv Growth A
LARGE BLEND MUIFX Nationwide Bond D
LARGE GROWTH MUIGX Nationwide Growth D
LARGE BLEND MUIFX Nationwide Nationwide D
LARGE BLEND NGUAX Neuberger Guardian Inv
Mid-Cap Growth NMANX Neuberger Mid Capital Growth Inv
LARGE BLEND NPRTX Neuberger Partners Inv
LARGE BLEND PINVX Putnam Investors A
LARGE GROWTH PVOYX Putnam Voyager A
LARGE BLEND VFINX SEI Inst S&P 500 E
LARGE GROWTH SGRFX Seligman Growth A
Mid-Cap Growth STCSX WellsFargo Common Stock Inv
FIXED INCOME
Intermediate-Term Bond ABNDX American Funds Bond A
SHORT GOVERNMENT FIGTX Federated Government 2-5 Year Inst
High Yield Bond FAGIX Fidelity Capital & Income
High Yield Bond MHITX MFS High Income A
Intermediate-Term Bond MPFIX Morgan Stanley Inst Core Plus FI I
Others
Moderate Allocation AMECX American Funds Income A
ROOT CASH Dreyfus Cash Mgt Inst
Moderate Allocation FFAMX Fidelity Asset Manager 50%
Moderate Allocation FPURX Fidelity Puritan
ROOT CASH Nationwide VIT Money Market 1
INTERNATIONAL EQUITY
Foreign Large Growth PRITX T Rowe Price Institutional St Short
Foreign Large Value TEMFX Templeton Foreign A
WORLD STOCK TEMGX Templeton Global Small Company A

Investment model portfolios

We provide two types of investment model portfolios for Nationwide Life Insurance Co GROUP FLEX FUND RETIREMENT CONTRACT 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 GROUP FLEX FUND RETIREMENT CONTRACT B SHARES Tactical Asset Allocation Moderate NA 20.74% 4.06% 6.47% 4.83% 6.51% 7.32% 7.40%
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

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