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 Dow Up 0.36% Nasdaq Up 0.71%

Nationwide Destination 2040 C (NWMCX)

10.69 Up 0.06(0.56%) Jul 22
Prev Close:10.63
YTD Return*:5.28%
Net Assets*:154.64M
Yield*:0.97%

* As of 30-Jun-14

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

Headlines

  • No Headlines available for NWMCX at this time.

Top Holdings

Symbol% AssetsYTD Return %
Nationwide S&P 500 Index Instl27.92N/A
Nationwide International Index Instl24.97N/A
Nationwide Mid Cap Market Index Instl17.09N/A
Nationwide Portfolio Complt Instl15.99N/A
Nationwide Small Cap Index Instl12.07N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:154.64M
Category:Target Date 2036-2040
Annual Report Expense Ratio (net):1.13%

Performance & Risk

YTD Return:5.28%
5y Avg Return:14.62%
Rank in Category (ytd):73
% Rank in Category (ytd):31.33%
Beta (3y):1.53
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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