Dow Down 0.32% Nasdaq Down 0.62%

Nationwide Destination 2020 R (NWFTX)

9.24 Down 0.03(0.32%) Apr 29
Prev Close:9.27
YTD Return*:1.09%
Net Assets*:261.87M
Yield*:1.16%

* As of 31-Mar-16

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 Instl21.05N/A
Nationwide International Index Instl18.97N/A
Nationwide Bond Index Instl17.98N/A
Nationwide Portfolio Complt Instl15.98N/A
Nationwide Mid Cap Market Index Instl10.06N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:261.87M
Category:Target Date 2016-2020
Annual Report Expense Ratio (net):0.88%

Performance & Risk

YTD Return:1.09%
5y Avg Return:4.14%
Rank in Category (ytd):62
% Rank in Category (ytd):24.12%
Beta (3y):1.05
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 primarily in affiliated 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 35% of its net assets in U.S. stocks (14% of which represents smaller companies), approximately 21% in international stocks, and approximately 37% in fixed-income securities. It is non-diversified. View More
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