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    Nationwide Destination 2015 Instl Svc (NWESX)

    9.16 Down 0.03(0.33%) Jul 6
    Prev Close:9.16
    YTD Return*:1.95%
    Net Assets*:135.33M
    Yield*:2.01%

    * As of 30-Jun-15

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

    Headlines

    • No Headlines available for NWESX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    Nationwide Bond Index Instl23.14N/A
    Nationwide S&P 500 Index Instl17.99N/A
    Nationwide International Index Instl15.79N/A
    Nationwide Portfolio Complt Instl11.95N/A
    Nationwide Mid Cap Market Index Instl9.02N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:135.33M
    Category:Target Date 2011-2015
    Annual Report Expense Ratio (net):0.38%

    Performance & Risk

    YTD Return:1.95%
    5y Avg Return:8.05%
    Rank in Category (ytd):13
    % Rank in Category (ytd):6.84%
    Beta (3y):0.94
    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 2015. The fund allocates approximately 32% of its net assets in U.S. stocks (14% of which represents smaller companies), approximately 17% in international stocks, and approximately 46% in fixed-income securities. It is non-diversified. View More
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