Asset Allocation Tool

Step 3 of 4: SELECT PORTFOLIO MODEL

Select Portfolio Model

If you're not sure of investment style, take the questionnaire.

  Portfolio Models
Asset Class Conservative Moderately Conservative Moderate Moderately Aggressive Aggressive
Select Model
 



Selected Model Selected Model Selected Model Selected Model Selected Model
International Stocks
International Stocks
Shares of ownership in corporations headquartered outside of the U.S.
8% 14% 20% 24% 32%
Small-Cap Stocks
Small-Cap Stocks
Shares of ownership in small corporations.
2% 2% 2% 4% 4%
Mid-Cap Stocks
Mid-Cap Stocks
Shares of ownership in mid-sized corporations.
2% 4% 4% 6% 8%
Large-Cap Stocks
Large-Cap Stocks
Shares of ownership in large-sized corporations.
18% 25% 34% 41% 46%
Bonds
Bonds
IOUs issued by governments or corporations.
40% 38% 29% 17% 7%
Capital Preservation
Capital Preservation
Capital Preservation funds have durations between one and 3.5 years. These funds invest in a variety of bonds, from Treasury bonds, to mortgages and corporates.
30% 17% 11% 8% 3%
Total 100% 100% 100% 100% 100%

The Asset Allocation tool is provided for educational purposes only. It is not intended to provide personalized investment advice.

The Asset Allocation Tool presented is available through a license agreement between Wilshire Associates and Nationwide. Its sole purpose is to assist you in determining your general attitudes towards investment risk. This questionnaire does not consider all factors necessary in making an investment decision (e.g., personal and financial information and investment objective). In no way should this questionnaire be viewed as investment advice or establishing any kind of advisory relationship with Wilshire Associates. Wilshire Associates does not endorse and/or recommend any specific financial product that may be used in conjunction with the asset allocation models that are presented. Please consult with your financial professional and obtain the financial product's prospectus (or its equivalent) and read it carefully prior to investing.

NFW-0979AO.2