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Nationwide
Investment Model Portfolios

Investment options of Nationwide

Total Available Funds: 23
Asset Class Ticker Description
Others
Moderate Allocation DODBX Dodge & Cox Balanced
Moderate Allocation OARBX Oakmark Equity & Income II
Utilities PRUAX Jennison Utility A
FIXED INCOME
Intermediate Government RGVGX American Funds US Government Sec R6
Intermediate-Term Bond PTTAX PIMCO Total Return A
High Yield Bond CPHYX Principal High Yield A
WORLD BOND OIBAX Oppenheimer International Bond A
Short-Term Bond WLTYX Ivy Limited-Term Bond Y
US EQUITY
SMALL BLEND FSCDX Fidelity Advisor Small Cap A
SMALL BLEND RSPFX RS Partners A
SMALL BLEND SMVAX Wells Fargo Advantage Small Cap Value A
LARGE GROWTH RGAGX American Funds Growth Fund of Amer R6
LARGE VALUE JIVAX JPMorgan Intrepid Value A
LARGE GROWTH JARTX Janus Forty S
LARGE VALUE CVFCX Pioneer Cullen Value A
LARGE GROWTH PTWAX Jennison 20/20 Focus A
MID-CAP BLEND FLSAX Fidelity Advisor Leveraged Co Stk A
MID-CAP BLEND QVSCX Oppenheimer Small & Mid Cap Value A
Small Growth FKASX Federated Kaufmann Small Cap A
REAL ESTATE
Global Real Estate PURAX Dryden Global Real Estate A
INTERNATIONAL EQUITY
WORLD STOCK RWIGX American Funds Capital World G/I R6
Foreign Large Blend TGVIX Thornburg International Value I
Emerging Market
DIVERSIFIED EMERGING MKTS LZOEX Lazard Emerging Markets Equity Open

Investment model portfolios

We provide two types of investment model portfolios for Nationwide 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.