IMPORTANT: iQUANT variable annuity models reconstitute Feb, May, Aug, and Nov.

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IMPORTANT: iQUANT variable annuity models reconstitute Feb, May, Aug, and Nov. 〰️

Nationwide Variable Annuity Sub Account Models

iQ Nationwide Large Cap Growth Model

The investment objective of the iQ Nationwide Large Cap Growth Model is to achieve long-term capital growth by selecting a diversified portfolio of large-cap U.S. equity mutual fund subaccounts.

  • The model starts with a base selection of mutual fund equivalents to the large cap equity subaccounts found in the Nationwide Variable Annuity platforms.

  • The model then selects the top five retail equivalent large company mutual funds based on price momentum of multiple durations as well as a compsison of current price to moving averages.

    The Model reconstitutes every Feb, May, Aug, Nov.

iQ Nationwide All Cap Growth Model

The investment objective of the iQ Nationwide All Cap Growth Model is to achieve long-term capital growth by selecting a diversified portfolio of large, mid, and small company U.S. equity mutual fund subaccounts.

  • The model begins with a starting universe of large, mid, and small cap mutual funds equivalent to the subaccounts found in the Nationwide Variable Annuity platforms.

  • The model then selects the top five retail equivalent mutual funds based on price momentum, historical Alpha, and Money Flow Index (MFI).

    The Model reconstitutes every Feb, May, Aug, Nov

iQ Nationwide International Growth Model

The investment objective of the iQ Nationwide International Growth Model is to achieve long-term capital growth by selecting a diversified portfolio of international equity mutual fund subaccounts.

  • The model begins with a starting universe of Emerging and Developed international market mutual fund equivalents to the subaccounts found in the Nationwide Variable Annuity platforms.

  • The model then selects the top five retail equivalent international mutual funds based on relative strength and Alpha.

    The Model reconstitutes every Feb, May, Aug, Nov

iQ Nationwide All Funds Model

The investment objective of the iQ Nationwide All Funds Model is to achieve long-term capital growth by selecting a diversified portfolio stock, bond, and alternative mutual fund subaccounts.

  • The model starts with a starting universe of all mutual fund equivalents to the subaccounts found in the Nationwide Variable Annuity platforms.

  • The model then selects the top five retail equivalent mutual funds based on multiple durations of exponential price momentum.

    The Model reconstitutes every Feb, May, Aug, Nov

iQ Nationwide Income Model

The iQ Nationwide Income Model aims to balance risk and return in the U.S. bond market by choosing top-performing bond mutual funds through a rules-based approach, with an emphasis on mitigating risks associated with bond market volatility and interest rate changes.

  • The model starts with a starting universe of all domestic income mutual fund equivalents to the subaccounts found in the Nationwide Variable Annuity platforms.

  • The model then selects the top five retail equivalent domestic bond mutual funds based on short-term price momentum and comparison of price to moving average.

  • As a hedge, the Model may move to 100% money market position based on the 14-day Stochastic Indicator level for domestic bond indices.

    The Model reconstitutes every Feb, May, Aug, Nov

iQUANT is committed to providing valuable financial models and information to assist advisors in making informed investment decisions, including those related to annuities and 401(k) plans. However, it is essential to note that iQUANT is an independent investment strategy service, and we are not affiliated with any annuity or 401(k) companies or their affiliates.

Our models are designed to help you assess various investment options and strategies, including those involving annuities and 401(k) plans, with a focus on optimizing your clients’ investment objectives. While we strive to offer accurate and unbiased data, our services do not represent endorsements or partnerships with any specific annuity providers or 401(k) plan administrators.