An asset allocation plan seeks to balance risk and reward based on an investor’s risk tolerance, goals and investment time frame. Understanding the basics about different asset classes is key to building an effective well-rounded plan. Nationwide Funds President Mike Spangler discusses the importance of working with a financial advisor to create a customized asset allocation plan. In October we will continue our series of investor education videos. We encourage investors at each stage of life to seek empowerment through knowledge and advice.
This information is for discussion purposes only, does not constitute investment advice and is not intended to reflect any Nationwide Funds® product. This report does not have regard to the specific investment objectives, financial situation and particular needs of any specific person who may receive this report.
Asset allocation is the process of spreading assets across several different investment styles and asset classes. The Fund is designed to provide asset allocation across several types of alternative investments in an attempt to achieve performance that may have a low correlation to the performance of more-traditional investments.