Nationwide Survivor Options Premier Variable Life Insurance
Investment Model Portfolios

This plan is based on a document from a user. Notice we are conservative to funds redemption period (or minimum holding period): they are all set to be 3 months.

Total Available Funds: 137
Asset Class Ticker Description
Others
unknown unknown Invesco V.I. Basic Value Fund - Series I
World Allocation MALOX BlackRock Global Allocation V.I.Fund Class II
Conservative Allocation FTANX Fidelity VIP Asset Manager Portfolio
Target Date 2000-2010 FFFCX Fidelity VIP Freedom Fund 2010
Target Date 2016-2020 FFFDX Fidelity VIP Freedom Fund 2020
Target Date 2026-2030 FFFEX Fidelity VIP Freedom Fund 2030
Equity Energy FSENX Fidelity VIP Energy
Moderate Allocation FFAAX Franklin Templeton VIP Founding Funds Allocation Fund Class 2
Moderate Allocation JABAX Janus Balanced
Technology JAGTX Janus Global Technology
Moderate Allocation HVABX American Funds NVIT Asset Allocation Fund - Class II
ROOT CASH Federated NVIT Money Market Fund - Class IV
Moderate Allocation GMDIX Nationwide NVIT Cardinal Balanced Fund - Class I
unknown unknown Nationwide NVIT Cardinal Capital Appreciation Fund - Class I
Conservative Allocation GIMCX Nationwide NVIT Cardinal American Conservative Fund - Class I
Moderate Allocation GMDIX Nationwide NVIT Cardinal Moderate Fund - Class I
Conservative Allocation GMIMX Nationwide NVIT Cardinal Moderately Conservative Fund - Class I
Moderate Allocation VBINX Nationwide NVIT Investor Destinations Balanced Fund - Class II
Conservative Allocation GIMCX Nationwide NVIT Investor Destinations Conservative Fund - Class II
Conservative Allocation GMIMX Nationwide NVIT Investor Destinations Moderate Fund - Class II (3)
Conservative Allocation GIMCX Nationwide NVIT Investor Destinations Moderately Conservative Fund - Class II
unknown unknown Nationwide NVIT Nationwide Fund - Class IV
unknown van kampen mu Van Kampen NVIT Multi Sector Bond Fund - Class I
Health PRHSX T. Rowe Price Health Sciences Portfolio - Class II
unknown unknown Van Eck Global Bond Fund - Class R1
unknown unknown Van Eck Worldwide Bond Fund - Initial Class (3)
Natural Resources GHAIX Van Eck Global Hard Assets Fund - Class R1 (1)
Natural Resources GHAIX Global Hard Assets Fund - Initial Class (3)
World Allocation IVAEX Ivy Funds Variable Insurance Portfolios, Inc.- Asset Strategy
US EQUITY
LARGE GROWTH ACPDX Invesco V.I. Capital Appreciation Fund - Series I
Mid-Cap Growth ACDVX Invesco V.I. Capital Development Fund - Series I
Small Growth ASIRX Alger Small Cap Growth Portfolio - Class I-2 Shares
LARGE VALUE CBBKX AllianceBernstein Growth and Income Portfolio - Class A
MID-CAP VALUE ABASX AllianceBernstein Small/Mid Cap Value Portfolio Class A
LARGE VALUE BIGRX American Century VP Income and Growth Fund Class I
MID-CAP VALUE ACLMX American Century VP Mid Cap Value Fund Class I
LARGE GROWTH TWUIX American Century VP Ultra Fund Class I
LARGE VALUE AVLIX American Century VP Value Fund Class I
Mid-Cap Growth TWVIX American Century VP Vista Fund Class I
SMALL BLEND DISSX Dreyfus Small Cap Stock Index Portfolio Service Shares
LARGE BLEND DGAGX Dreyfus Appreciation Portfolio
SMALL BLEND DSERX Dreyfus Opportunistic Small Cap Portfolio
LARGE BLEND CPAIX Federated Capital Appreciation Fund II Primary Shares
LARGE GROWTH VPCSX Fidelity VIP Contrafund Portfolio
LARGE VALUE VPESX Fidelity VIP Equity Income Portfolio
LARGE GROWTH VPGSX Fidelity VIP Growth
Mid-Cap Growth VPFSX Fidelity VIP Mid Cap
MID-CAP BLEND FSLSX Fidelity VIP Value Strategies
LARGE BLEND FRDAX Franklin Rising Dividends Securities Fund Class I
SMALL VALUE FVADX Franklin Small Cap Value Securities Fund Class I
LARGE GROWTH JCAPX Janus Forty Portfolio Service Shares
LARGE GROWTH MFEHX MFS Investors Growth Stock Series Initial Class
LARGE VALUE MEIIX MFS Value Series Initial Class
MID-CAP VALUE ACLMX American Century NVIT Multi Cap Value Fund-Class I
LARGE GROWTH RGAFX American Funds NVIT Growth Fund - Class II
LARGE BLEND GAIDX Nationwide NVIT Cardinal Aggressive Fund - Class I
LARGE BLEND GMIAX Nationwide NVIT Cardinal Moderately Aggressive Fund - Class I
LARGE GROWTH GWISX Nationwide NVIT Growth Fund - Class IV
LARGE BLEND GAIDX Nationwide NVIT Investor Destinations Aggressive Fund - Class II
LARGE BLEND HCTYX Nationwide NVIT Investor Destinations Capital Appreciation Fund-Class II
LARGE BLEND GMIAX Nationwide NVIT Investor Destinations Moderately Aggressive Fund - Class II
MID-CAP BLEND GMXIX Nationwide NVIT Mid Cap Index Fund - Class I (3)
LARGE GROWTH VIGRX Nationwide NVIT Multi-Manager Large Cap Growth Fund - Class I
LARGE VALUE VIVIX Nationwide NVIT Multi-Manager Large Cap Value Fund - Class I
Mid-Cap Growth VMGRX Nationwide NVIT Multi-Manager Mid Cap Growth Fund - Class I
MID-CAP VALUE VMVIX Nationwide NVIT Multi-Manager Mid Cap Value Fund - Class II
Small Growth VISGX Nationwide NVIT Multi-Manager Small Cap Growth Fund - Class I
SMALL VALUE VISVX Nationwide NVIT Multi-Manager Small Cap Value Fund - Class IV
SMALL BLEND NAESX Nationwide NVIT Multi-Manager Small Company Fund - Class IV
LARGE BLEND GRMSX Nationwide NVIT S and P 500 Index Fund- Class IV
LARGE BLEND NMULX Neuberger Berman NVIT Multi Cap Opportunities Fund - Class I
LARGE BLEND NBSRX Neuberger Berman NVIT Socially Responsible Fund - Class II
LARGE GROWTH OEQYX Oppenheimer NVIT Large Cap Growth Fund- Class I
LARGE VALUE ACSDX Van Kampen NVIT Comstock Value Fund - Class IV
Mid-Cap Growth NMANX Neuberger Berman AMT Mid Cap Growth Portfolio - Class I
LARGE BLEND INBIX Neuberger Berman AMT Partners Portfolio Class I
MID-CAP BLEND NBREX Neuberger Berman AMT Regency Portfolio - Class S
Small Growth NBSMX Neuberger Berman AMT Small Cap Growth Portfolio - Class S
LARGE GROWTH OTCYX Oppenheimer Capital Appreciation Fund/VA - Non-Service Shares
LARGE BLEND IOMIX Oppenheimer Main Street Fund/VA - Non-Service Shares
SMALL BLEND OPMYX Oppenheimer Main Street Small Cap Fund/VA - Non-Service Shares
LARGE VALUE PGIBX Putnam VT Growth and Income Fund - Class 1B
LARGE GROWTH PVOBX Putnam VT Voyager Fund - Class 1B
LARGE GROWTH TRBCX T. Rowe Price Blue Chip Growth Portfolio - Class II
LARGE VALUE PRFDX T. Rowe Price Equity Income Portfolio - Class II
MID-CAP BLEND SOPFX Wells Fargo Advantage Variable Trust Opportunity Fund VT
Mid-Cap Growth WFDDX Wells Fargo Advantage Discovery Fund VT
Small Growth WFSIX Wells Fargo Advantage VT Small Cap Growth Fund
FIXED INCOME
Inflation-Protected Bond APISX American Century VP Inflation Protection Fund Class II
Intermediate-Term Bond VFICX Federated Quality Bond Fund II Primary Shares
High Yield Bond SPHIX Fidelity VIP High Income
High Yield Bond SPHIX Fidelity VIP High Income
Intermediate-Term Bond FBNDX Fidelity VIP Investment Grade Bond
WORLD BOND TGBAX Templeton Global Bond Securities Fund Class 3
Short-Term Bond VBISX Lehman Brothers AMT Short Duration Bond Portfolio
WORLD BOND ANAIX AllianceBernstein NVIT Global Fixed Income Fund-Class III
Intermediate-Term Bond RBFFX American Funds NVIT Bond Fund - Class II
High Yield Bond FHYTX Federated NVIT High Income Bond Fund - Class I
High Yield Bond FHYTX Federated NVIT High Income Bond Fund - Class III
Intermediate-Term Bond VBMFX Lehman Brothers NVIT Core Plus Bond Fund - Class I
Intermediate-Term Bond GBXIX Nationwide NVIT Core Bond Fund - Class I
Intermediate Government GGBIX Nationwide NVIT Government Bond Fund - Class IV
Short-Term Bond MCAIX Nationwide NVIT Short Term Bond Fund - Class II
High Yield Bond OCHYX Oppenheimer High Income Fund/VA - Non-Service Shares
High Yield Bond OCHYX Oppenheimer High Income Fund/VA: Class 3
WORLD BOND PFUIX PIMCO Foreign Bond Portfolio (unhedged) Administrative Class
Short-Term Bond PTLDX PIMCO Low Duration Portfolio: Administrative Class
Short-Term Bond PASHX T. Rowe Price Limited Term Bond Portfolio - Class II
Intermediate-Term Bond VCPIX Van Kampen Core Plus Fixed Income Portfolio - Class I (2)
INTERNATIONAL EQUITY
Foreign Large Growth ASKIX American Century VP International Fund Class I
Foreign Large Growth ASKIX American Century VP International Fund Class III
Foreign Large Blend DIISX Dreyfus Stock Index Fund
Foreign Large Blend FOSFX Fidelity VIP Overseas
Foreign Large Blend FOSFX Fidelity VIP Overseas
Foreign Large Value IFTIX Templeton Foreign Securities Fund Class I
Foreign Large Growth JAOSX Janus Overseas Portfolio Service II
Foreign Large Growth JAOSX Janus Overseas Portfolio Service Shares
WORLD STOCK HVLBX American Funds NVIT Global Growth Fund - Class II
WORLD STOCK RWIFX American Funds NVIT Growth-Income Fund - Class II
Foreign Large Blend GIGIX Gartmore NVIT International Equity Fund - Class VI
WORLD STOCK GWLIX Gartmore NVIT Worldwide Leaders Fund- Class III
Foreign Large Value VTRIX Nationwide NVIT Multi Manager International Value Fund - Class III
Foreign Large Value VTRIX Nationwide NVIT Multi Manager International Value Fund - Class IV
Foreign Large Blend VWIGX Nationwide NVIT Multi Manager International Growth Fund - Class III
Foreign Large Value TFEQX Templeton NVIT International Value Fund- Class III
FOREIGN SMALL/MID GROWTH NBISX Neuberger Berman AMT International Portfolio - Class S (1)
WORLD STOCK IGMIX Oppenheimer Global Securities Fund/VA - Class III
WORLD STOCK OGIYX Oppenheimer Global Securities Fund/VA - Non-Service Shares
Foreign Large Blend POVYX Putnam VT International Equity Fund - Class 1B
Emerging Market
DIVERSIFIED EMERGING MKTS TDADX Templeton Developing Markets Securities Fund
DIVERSIFIED EMERGING MKTS VEIEX Nationwide NVIT Emerging Markets Fund - Class I
DIVERSIFIED EMERGING MKTS VEIEX Nationwide NVIT Emerging Markets Fund - Class III
DIVERSIFIED EMERGING MKTS EMRIX Van Eck VIP Emerging Markets Fund - Class R
DIVERSIFIED EMERGING MKTS EMRIX Van Eck Emerging Markets Fund - Initial Class
DIVERSIFIED EMERGING MKTS MSRIX Van Kampen Emerging Markets Debt Portfolio - Class I
REAL ESTATE
REAL ESTATE VGSIX Nationwide NVIT Real Estate Fund - Class I
REAL ESTATE ACREX Van Kampen U.S. Real Estate Portfolio - Class I

The following is a moderate-risk model portfolio constructed from the investment options of Nationwide Survivor Options Premier Variable Life Insurance.

This portfolio is proactively monitored and rebalanced on a monthly basis when needed, ensuring it remains in line with its target allocation. We offer customization features, allowing subscribers to tailor the portfolio to align with their own risk tolerance and return expectations by changing risk profile parameter.

Our model portfolio is rooted in the MyPlanIQ Asset Allocation Composite (AAC) strategy. This dynamic (tactical) asset allocation and quantitative fund selection algorithm prioritize risk management by dynamically adjusting stock allocations based on prevailing asset momentum. Extensive research has shown that this momentum-based tactical approach can potentially reduce temporary losses while maintaining or outperforming traditional buy-and-hold strategies.

Both historical back test and real-time portfolio return and risk data are shown in the table on this page. These metrics are compared with stock and moderate allocation index funds.

Furthermore, subscribers have the option to explore alternative strategies such as Strategic Asset Allocation Optimal (SAA) and Tactical Asset Allocation (TAA) to further customize their model portfolio. See our investment methodology for more details on the investment strategies


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