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Nationwide YourLife Survivorship VUL
Investment Model Portfolios

Investment options of Nationwide YourLife Survivorship VUL

Total Available Funds: 93
Asset Class Ticker Description
US EQUITY
SMALL BLEND OPMYX Oppenheimer Main Street Small- & Mid-Cap Fund
Small Growth WFSIX Wells Fargo Advantage VT Small Cap Growth Fund
LARGE GROWTH JAGRX Janus Aspen Series Overseas Portfolio - Service II Shares
SMALL BLEND DISSX Dreyfus IP Small Cap Stock Index Portfolio - Service Shares
SMALL VALUE FRVLX Franklin VIPT Small Cap Value Securities Fund - Class 2
Small Growth VISGX NVIT Multi-Manager Small Cap Growth Fund - Class I
SMALL VALUE NWUAX NVIT Multi-Manager Small Cap Value Fund - Class I
SMALL BLEND GMRAX NVIT Multi-Manager Small Company Fund - Class I
Mid-Cap Growth FMCCX Fidelity VIP Mid Cap Portfolio - Service Class
Mid-Cap Growth ACDAX Invesco VI Capital Development Fund - Series II Shares
MID-CAP BLEND GMXIX NVIT Mid Cap Index Fund - Class I
Mid-Cap Growth VMGIX NVIT Multi-Manager Mid Cap Growth Fund - Class I
MID-CAP VALUE ABASX AllianceBernstein VPS Small/Mid Cap Value Portfolio - Class A
MID-CAP VALUE AVIPX American Century VP Mid Cap Value Fund - Class I
MID-CAP VALUE VMVIX NVIT Multi-Manager Mid Cap Value Fund - Class II
LARGE BLEND PEOPX Dreyfus Stock Index Fund, Inc. - Initial Shares
LARGE BLEND DGAGX Dreyfus VIF Appreciation Portfolio - Initial Shares
LARGE GROWTH EPGAX Fidelity VIP Growth Portfolio - Service Class
LARGE GROWTH JACAX Janus Aspen Series Forty Portfolio - Service Shares
LARGE GROWTH TWCGX American Century NVIT Growth Fund - Class I
LARGE GROWTH AGTHX American Funds NVIT Growth Fund - Class II
LARGE BLEND HVNBX American Funds NVIT Growth-Income Fund - Class II
LARGE BLEND NMULX Neuberger Berman NVIT Multi Cap Opportunities Fund - Class I
LARGE GROWTH NMFAX NVIT Multi-Manager Large Cap Growth Fund - Class I
LARGE GROWTH OEQAX Oppenheimer NVIT Large Cap Growth Fund - Class I
LARGE VALUE FEQIX Fidelity VIP Equity-Income Portfolio - Service Class
LARGE VALUE MEIIX MFS VIT Value Series - Initial Class
LARGE VALUE AVLIX American Century NVIT Multi Cap Value Fund - Class I
LARGE VALUE NPVAX NVIT Multi-Manager Large Cap Value Fund - Class I
LARGE BLEND GNWIX NVIT Nationwide Fund - Class I
LARGE VALUE ACSTX Van Kampen NVIT Comstock Value Fund - Class I
LARGE BLEND OMGNX Oppenheimer Main Street Fund/VA - Non-service Shares
LARGE VALUE AVPIX American Century VP Value Fund - Class I
LARGE BLEND HVNBX American Funds NVIT Growth-Income Fund - Class II
LARGE BLEND NBSLX Neuberger Berman NVIT Socially Responsible Fund - Class I
LARGE BLEND NoTicker NVIT Cardinal(SM) Aggressive Fund - Class I
LARGE BLEND GAIDX NVIT Investor Destinations Aggressive Fund - Class II
LARGE BLEND GMIAX NVIT Investor Destinations Moderately Aggressive Fund - Class II
Mid-Cap Growth VMGIX NVIT Mid Cap Growth Fund - Class I
LARGE GROWTH OTCNX Oppenheimer Capital Appreciation Fund/VA - Non-service Shares
SMALL BLEND OPMNX Oppenheimer Main Street Small Cap Fund/VA - Non-service Shares
LARGE GROWTH TRBCX T. Rowe Price Blue Chip Growth Portfolio - Class II
LARGE VALUE PRFDX T. Rowe Price Equity Income Portfolio - Class II
Others
Equity Energy FANIX Fidelity VIP Energy Portfolio - Service Class 2
Technology JGLTX Janus Aspen Series Global Technology Portfolio - Service II Shares
Health PRHSX T. Rowe Price Health Sciences Portfolio - Class II
Natural Resources GHAAX Van Eck VIPT Global Hard Assets Fund - Class R1
World Allocation TINCX Franklin Templeton VIPT Templeton Global Income Securities Fund - Class 3
ROOT CASH NVIT Money Market Fund - Class I
Equity Energy FANIX Fidelity VIP Energy Portfolio - Service Class 2
Target Date 2000-2010 FCIFX Fidelity VIP Freedom Fund 2010 Portfolio - Service Class
Target Date 2016-2020 FDIFX Fidelity VIP Freedom Fund 2020 Portfolio - Service Class
Target Date 2026-2030 FEFIX Fidelity VIP Freedom Fund 2030 Portfolio - Service Class
Moderate Allocation FFALX Franklin Templeton VIPT Founding Funds Allocation Fund - Class 2
Conservative Allocation FKINX Franklin Templeton VIPT Franklin Income Securities Fund - Class 2
Moderate Allocation HVABX American Funds NVIT Asset Allocation Fund - Class II
NotFound NoTicker NVIT Cardinal(SM) Balanced Fund - Class I
NotFound NoTicker NVIT Cardinal(SM) Capital Appreciation Fund - Class I
NotFound NoTicker NVIT Cardinal(SM) Conservative Fund - Class I
NotFound NoTicker NVIT Cardinal(SM) Moderate Fund - Class I
NotFound NoTicker NVIT Cardinal(SM) Moderately Aggressive Fund - Class I
NotFound NoTicker NVIT Cardinal(SM) Moderately Conservative Fund - Class I
Conservative Allocation GIMCX NVIT Investor Destinations Conservative Fund - Class II
Moderate Allocation GMDIX NVIT Investor Destinations Moderate Fund - Class II
Conservative Allocation GIMCX NVIT Investor Destinations Moderately Conservative Fund - Class II
FIXED INCOME
WORLD BOND TPINX Franklin Templeton VIPT Global Bond Securities Fund - Class III
WORLD BOND PFUUX PIMCO VIT Foreign Bond Portfolio (unhedged) Administrative Class
High Yield Bond FHIIX Federated NVIT High Income Bond Fund - Class III
High Yield Bond NoTicker NVIT Multi Sector Bond Fund - Class I
Inflation-Protected Bond APISX American Century VP Inflation Protection Fund - Class II
Intermediate-Term Bond FBNDX Fidelity VIP Investment Grade Bond Portfolio - Service Class
Intermediate-Term Bond ABNDX American Funds NVIT Bond Fund - Class II
Intermediate-Term Bond NBDAX NVIT Core Bond Fund - Class I
Intermediate-Term Bond NoTicker NVIT Core Plus Bond Fund - Class I
Intermediate Government GGBIX NVIT Government Bond Fund - Class I
Intermediate-Term Bond PRADX PIMCO VIT Total Return Portfolio - Administrative Class II
Short-Term Bond MCAIX NVIT Short Term Bond Fund - Class II
Short-Term Bond NSBIX Neuberger Berman AMT Short Duration Bond Portfolio - I Class
Short-Term Bond PLDAX PIMCO VIT Low Duration Portfolio - Administrative Class
High Yield Bond OPCHX Oppenheimer High Income Fund/VA - Class 3
Intermediate-Term Bond NoTicker Van Kampen UIF Core Plus Fixed Income Portfolio - Class I
REAL ESTATE
REAL ESTATE VGSIX NVIT Real Estate Fund - Class I
Emerging Market
DIVERSIFIED EMERGING MKTS VEIEX NVIT Emerging Markets Fund - Class III
INTERNATIONAL EQUITY
Foreign Large Blend FAOIX Fidelity VIP Overseas Portfolio - Service Class R
Foreign Large Value MINIX MFS VIT International Value Portfolio - Service Class
WORLD STOCK HVLBX American Funds NVIT Global Growth Fund - Class II
Foreign Large Blend GIIAX NVIT International Index Fund - Class VI
Foreign Large Growth VWIGX NVIT Multi-Manager International Growth Fund - Class III
Foreign Large Value NWVIX NVIT Multi-Manager International Value Fund - Class III
Foreign Large Value TEMFX Templeton NVIT International Value Fund - Class III
Foreign Large Blend GIXIX NVIT International Equity Fund - Class III
WORLD STOCK OPPAX Oppenheimer Global Securities Fund/VA - Class 3
Foreign Large Value TEMFX Templeton VIPT Foreign Securities Fund - Class 3

Investment model portfolios

We provide two types of investment model portfolios for Nationwide YourLife Survivorship VUL 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 YourLife Survivorship VUL Tactical Asset Allocation Moderate NA 22.00% 1.78% 7.22% 5.33% 6.30% 8.11% 9.31%
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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