NATIONWIDE CHILDREN`S HOSPITAL INC. DEFINED CONTRIBUTION PLAN
Investment Model Portfolios

Investment options of NATIONWIDE CHILDREN`S HOSPITAL INC. DEFINED CONTRIBUTION PLAN

Total Available Funds: 10
Asset Class Ticker Description
INTERNATIONAL EQUITY
Foreign Large Blend TIIEX TIAA-CREF Funds: International Equity Fund; Institutional Class Shares
Foreign Large Blend TCIEX TIAA-CREF Funds: International Equity Index Fund; Institutional Class Shares
Others
Target Date 2000-2010 TCTIX TIAA-CREF Funds: Lifecycle Funds 2010 Fund; Institutional Class Shares
Target Date 2011-2015 TCNIX TIAA-CREF Funds: Lifecycle Funds 2015 Fund; Institutional Class Shares
Target Date 2016-2020 TCWIX TIAA-CREF Funds: Lifecycle Funds 2020 Fund; Institutional Class Shares
Target Date 2021-2025 TCYIX TIAA-CREF Funds: Lifecycle Funds 2025 Fund; Institutional Class Shares
Target Date 2026-2030 TCRIX TIAA-CREF Funds: Lifecycle Funds 2030 Fund; Institutional Class Shares
Target Date 2031-2035 TCIIX TIAA-CREF Funds: Lifecycle Funds 2035 Fund; Institutional Class Shares
Target Date 2036-2040 TCOIX TIAA-CREF Funds: Lifecycle Funds 2040 Fund; Institutional Class Shares
US EQUITY
MID-CAP VALUE TIMVX TIAA-CREF Funds: Mid-Cap Value Fund; Institutional Class Shares

Investment model portfolios

We provide two types of investment model portfolios for NATIONWIDE CHILDREN`S HOSPITAL INC. DEFINED CONTRIBUTION PLAN 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.

The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
AR inception is since 12/31/2000.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
NATIONWIDE CHILDREN`S HOSPITAL INC. DEFINED CONTRIBUTION PLAN Strategic Asset Allocation - Optimal Moderate NA 20.47% 6.74% 7.63% 5.55% 6.48% 4.90% 5.64%
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%

Tactical Asset Allocation Model Portfolio

The following portfolio is based on the MyPlanIQ Tactical Asset Allocation (TAA) strategy.

The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2023.
AR inception is since 12/31/2000.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
NATIONWIDE CHILDREN`S HOSPITAL INC. DEFINED CONTRIBUTION PLAN Tactical Asset Allocation Moderate NA -0.51% 7.38% 4.00% 4.23% 7.29% 6.83% 6.60%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 9.98% 9.75% 10.95% 11.06% 12.38% 9.19% 7.54%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 6.25% 1.68% 4.40% 4.69% 6.67% 5.54% 5.08%