Nationwide Inv Dest Mod Cnsrv C River Park 2 1200 River Road Conshohocken PA 19428 Map
Phone: 800-848-0920
| Category: | Conservative Allocation | | Fund Family: | Nationwide | | Net Assets: | 39.05M | | Year-to-Date Return: | 11.68% | | Yield: | 1.71% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Mar-01 |
|
Thomas R. Hickey
Lead Manager since
01-Mar-07 | | | 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: | $1,000 | | Min Initial Investment, AIP: | $1,000 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $50 |
|
| |
| The investment seeks income and long-term growth of capital is secondary. The fund's target allocation is weighted toward bonds and short-term investments, but also includes a significant portion in stock investments for long-term growth. |
| Last Dividend
(22-Sep-09):
| 0.03 | | Last Cap Gain
(22-Dec-08):
| 0.24 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 63.20% |
|
| Expense | NCDCX | Category Avg | | Total Expense Ratio: | 1.50%
| 0.86% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | %
| 4.97% | | Max Deferred Sales Load: | 1.00%
| 2.68% | | 3 Yr Expense Projection*: |
$ 474 | $637 | | 5 Yr Expense Projection*: |
$ 818 | $977 | | 10 Yr Expense Projection*: |
$ 1,791 | $1,926 |
|
|