Nationwide Inv Dest Cnsrv C
Nationwide Mutual Funds1000 Continental Drive, Suite 400King of Prussia, PA 19406
Map
Phone: 800-848-0920
| Category: | Conservative Allocation | | Fund Family: | Nationwide | | Net Assets: | 432.28M | | Year-to-Date Return: | 1.61% | | Yield: | 1.29% | | Morningstar Rating: |  | | Fund Inception Date: | Feb 28, 2001 |
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Thomas R. Hickey, Jr.
Lead Manager since Aug 31, 2007 | | | Hickey joined NFA in April 2001 and is vice president of Portfolio Analytics and Product Management where he oversees various asset allocation and index mutual fund products. |
| Min Initial Investment: | 2,000 | | Min Initial Investment, IRA: | 2,000 | | Min Initial Investment, AIP: | 0 | | Min Subsequent Investment: | 100 | | Min Subsequent Investment, IRA: | 100 | | Min Subsequent Investment, AIP: | 50 |
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| The investment seeks to maximize total investment return for a conservative level of risk.
The fund is a "fund of funds" that invests primarily in affiliated index mutual funds representing a variety of asset classes. It also invests in certain underlying funds that are not index funds. The fund allocates approximately 75% of its net assets in bonds and approximately 20% in stocks. It is non-diversified. |
| Last Dividend
(Mar 18, 2013)
:
| 0.02 | | Last Cap Gain
:
| 0.00 | | Annual Holdings Turnover
(May 19, 2013)
:
| 15.75% | | Average for Category: | 96.51% |
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| Expense | NDCCX | Category Avg |
|---|
| Annual Report Expense Ratio (net): | 1.23% | 0.91% | | Prospectus Net Expense Ratio: | 1.48% | N/A | | Prospectus Gross Expense Ratio: | 1.48% | N/A | | Max 12b1 Fee: | 1.00% | N/A | | Max Front End Sales Load: | N/A | 4.95% | | Max Deferred Sales Load:
| 1.00% | 2.47% | | 3 Yr Expense Projection*: | 468 | 594 | | 5 Yr Expense Projection*: | 808 | 927 | | 10 Yr Expense Projection*: | 1,768 | 1,857 |
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0.01(0.09%) May 23