[1] DALBAR Customer Experience Excellence Award, 2020-2024.
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Morningstar Ratings metrics: Morningstar Ratings are based solely on a proprietary mathematical formula based on measures of risk and performance that it recalculates each month. The ratings formula measures the amount of variation in a fund's or ETF’s monthly performance (excluding the effects of sales charges and loads) emphasizing downward variations and rewarding consistency. Ratings are subject to change every month. The top 10% of funds and ETFs in the category receive 5 stars; the next 22.5%, 4 stars; the next 35%, 3 stars; the next 22.5%, 2 stars; and the bottom 10%, 1 star.
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Target Date Funds are designed for people who plan to begin withdrawing money during or near a specific target date like at retirement. These funds are designed to provide diversification and asset allocation across several types of investments and asset classes, primarily by investing in underlying funds. The Funds offer continuous rebalancing over time to become more conservative as investors approach their planned retirement date. In addition to the expenses of the Target Date Funds, an investor is indirectly paying a proportionate share of the applicable fees and expenses of the underlying funds. The principal value of the fund is not guaranteed at any time, including the target date.
Guarantees are subject to the claims-paying ability of the issuing insurance companies.
Provisions of these options may vary based on plan selection and/or by state regulation. These investment options may not be available in all states.
Nationwide Investment Advisors, LLC (NIA) provides investment advice to plan participants enrolled in Nationwide ProAccount. NIA is an SEC-registered investment adviser and a Nationwide affiliate.
NIA assesses participants an asset-based fee for the managed account services.
Retirement products are offered by Nationwide Trust Company, FSB or Nationwide Life Insurance Company.
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