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    Nationwide Destination 2020 R (NWFTX)

    9.81 Up 0.02(0.20%) Dec 26
    Prev Close:9.79
    YTD Return*:4.74%
    Net Assets*:265.49M
    Yield*:1.28%

    * As of 30-Nov-14

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

    Headlines

    • No Headlines available for NWFTX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    Nationwide S&P 500 Index Instl21.22N/A
    Nationwide International Index Instl18.99N/A
    Nationwide Portfolio Complt Instl15.86N/A
    Nationwide Bond Index Instl14.98N/A
    Nationwide Mid Cap Market Index Instl11.18N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:265.49M
    Category:Target Date 2016-2020
    Annual Report Expense Ratio (net):0.88%

    Performance & Risk

    YTD Return:4.74%
    5y Avg Return:7.98%
    Rank in Category (ytd):83
    % Rank in Category (ytd):36.4%
    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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