Nationwide Inv Dest Mod Svc River Park 2 1200 River Road Conshohocken PA 19428 Map
Phone: 800-848-0920
| Category: | Moderate Allocation | | Fund Family: | Nationwide | | Net Assets: | 829.25M | | Year-to-Date Return: | 15.89% | | Yield: | 1.94% | | Morningstar Rating: |  | | Fund Inception Date: | 31-Mar-00 |
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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: | $50,000 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | NaN | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks growth of capital and income. The fund's target allocation is weighted toward U.S. and international stock investments, but also includes a significant portion in bonds and short-term investments to add income and reduce volatility. |
| Last Dividend
(22-Sep-09):
| 0.03 | | Last Cap Gain
(22-Dec-08):
| 0.71 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 74.74% |
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| Expense | NSDMX | Category Avg | | Total Expense Ratio: | 0.90%
| 1.02% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | %
| 5.29% | | Max Deferred Sales Load: | %
| 2.72% | | 3 Yr Expense Projection*: |
$ 287 | $632 | | 5 Yr Expense Projection*: |
$ 498 | $951 | | 10 Yr Expense Projection*: |
$ 1,108 | $1,857 |
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