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Nationwide Destination 2020 A (NWAFX)

10.37 0.00(0.00%) Jul 11
Prev Close:10.37
YTD Return*:5.16%
Net Assets*:261.38M
Yield*:1.26%

* As of 30-Jun-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for NWAFX at this time.

Top Holdings

Symbol% AssetsYTD Return %
Nationwide S&P 500 Index Instl21.08N/A
Nationwide International Index Instl19.04N/A
Nationwide Portfolio Complt Instl15.96N/A
Nationwide Bond Index Instl14.97N/A
Nationwide Mid Cap Market Index Instl11.02N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:261.38M
Category:Target Date 2016-2020
Annual Report Expense Ratio (net):0.63%

Performance & Risk

YTD Return:5.16%
5y Avg Return:11.30%
Rank in Category (ytd):34
% Rank in Category (ytd):14.17%
Beta (3y):1.02
Morningstar Risk Rating:3

Fund Summary

The investment seeks capital appreciation and income consistent with its current asset allocation. The fund is a "fund of funds" that invests in affiliated and unaffiliated mutual funds representing a variety of asset classes. It invests in a professionally selected mix of different asset classes that is tailored for investors planning to retire in, or close to, the year 2020. The fund allocates approximately 37% of its net assets in U.S. stocks (16% of which represents smaller companies), approximately 21% in international stocks, and approximately 33.5% in fixed-income securities. It is non-diversified. View More
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