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Nationwide Life Insurance Co MFS SPECTRUM Q B SHARES
Investment Model Portfolios

Investment options of Nationwide Life Insurance Co MFS SPECTRUM Q B SHARES

Total Available Funds: 8
Asset Class Ticker Description
FIXED INCOME
Intermediate-Term Bond MFBFX MFS Bond A Q
High Yield Bond MHITX MFS High Income A Q
Emerging Market
DIVERSIFIED EMERGING MKTS MEMAX MFS Emerging Growth A Q
US EQUITY
LARGE GROWTH MIGFX MFS Massachusetts Inv Growth A Q
LARGE BLEND MITTX MFS Massachusetts Inv Trust A Q
LARGE BLEND MFRFX MFS Research A Q
Others
ROOT CASH MFS Money Market Q
Moderate Allocation MSFRX MFS Total Return A Q

Investment model portfolios

We provide two types of investment model portfolios for Nationwide Life Insurance Co MFS SPECTRUM Q 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 MFS SPECTRUM Q B SHARES Tactical Asset Allocation Moderate NA 15.36% 0.99% 4.93% 4.26% 4.97% 7.03% 7.46%
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