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Nationwide Life Insurance Co OPTIONS VIP B SHARES
Investment Model Portfolios

Investment options of Nationwide Life Insurance Co OPTIONS VIP B SHARES

Total Available Funds: 22
Asset Class Ticker Description
US EQUITY
Small Growth AASOX Alger Portfolio Small Cap Growth I-2
LARGE GROWTH FCNTX Fidelity V2 Contrafund Init
LARGE VALUE FEQIX Fidelity VIP Equity-Income Init
LARGE GROWTH EPGAX Fidelity VIP Growth Init
LARGE BLEND VFINX Nationwide VIT Comstock Value 4
LARGE GROWTH NMFAX Nationwide VIT Growth 4
SMALL BLEND GMRAX Nationwide VIT Small Company 4
SMALL VALUE NWUAX Nationwide VIT Small Cap Value 4
LARGE BLEND NWFAX Nationwide VIT Nation 4
LARGE BLEND GRMAX Nationwide VIT S&P Index 4
LARGE BLEND NBPTX Neuberger Berman AMT Partners I
Others
Moderate Allocation FASMX Fidelity V5 Asset Manager Init
ROOT CASH Nationwide VIT Money Market 4
Natural Resources GHAAX Van Eck Worldwide Hard Asset Inl
FIXED INCOME
Intermediate-Term Bond FBNDX Fidelity V5 Investment Grade Bond Init
High Yield Bond SPHIX Fidelity VIP High Income Init
Intermediate Government NUSAX Nationwide VIT Government Bond 4
Short-Term Bond NSBTX Neuberger Berman AMT Short Duration I
WORLD BOND PADMX Van Eck Worldwide Bond Inl
INTERNATIONAL EQUITY
Foreign Large Blend FAOAX Fidelity VIP Overseas Init
Foreign Large Value NWVAX Nationwide VIT MMIVl 4
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 OPTIONS VIP 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 OPTIONS VIP B SHARES Tactical Asset Allocation Moderate NA -5.60% 7.21% 4.64% 7.81% 8.17% NA 8.67%
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