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Nationwide Destination 2040 A (NWMAX)

10.64 Down 0.01(0.09%) Sep 17
Prev Close:10.65
YTD Return*:5.51%
Net Assets*:158.89M
Yield*:1.27%

* As of 31-Aug-14

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

Headlines

  • No Headlines available for NWMAX at this time.

Top Holdings

Symbol% AssetsYTD Return %
Nationwide S&P 500 Index Instl28.03N/A
Nationwide International Index Instl24.91N/A
Nationwide Mid Cap Market Index Instl17.06N/A
Nationwide Portfolio Complt Instl15.99N/A
Nationwide Small Cap Index Instl12.03N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:158.89M
Category:Target Date 2036-2040
Annual Report Expense Ratio (net):0.63%

Performance & Risk

YTD Return:5.51%
5y Avg Return:12.65%
Rank in Category (ytd):78
% Rank in Category (ytd):33.48%
Beta (3y):1.52
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 2040. The fund allocates approximately 58% of its net assets in U.S. stocks (29% of which represents smaller companies) and approximately 28% in international stocks. It is non-diversified. View More
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