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    Nationwide Destination 2040 Instl (NWMHX)

    10.05 Down 0.06(0.59%) Jan 27
    Prev Close:10.05
    YTD Return*:4.74%
    Net Assets*:164.92M

    * As of 31-Dec-14

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


    • No Headlines available for NWMHX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    Nationwide S&P 500 Index Instl27.92N/A
    Nationwide International Index Instl24.63N/A
    Nationwide Mid Cap Market Index Instl17.29N/A
    Nationwide Portfolio Complt Instl15.86N/A
    Nationwide Small Cap Index Instl12.31N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:164.92M
    Category:Target Date 2036-2040
    Annual Report Expense Ratio (net):0.13%

    Performance & Risk

    YTD Return:4.74%
    5y Avg Return:11.03%
    Rank in Category (ytd):65
    % Rank in Category (ytd):28.63%
    Beta (3y):1.45
    Morningstar Risk Rating:4

    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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