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    Nationwide Destination 2040 Instl (NWMHX)

    9.81 Up 0.02(0.20%) Aug 28
    Prev Close:9.79
    YTD Return*:3.68%
    Net Assets*:180.06M
    Yield*:2.23%

    * As of 31-Jul-15

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

    Headlines

    • No Headlines available for NWMHX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    Nationwide S&P 500 Index Instl27.98N/A
    Nationwide International Index Instl25.11N/A
    Nationwide Mid Cap Market Index Instl17.00N/A
    Nationwide Portfolio Complt Instl15.95N/A
    Nationwide Small Cap Index Instl10.95N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:180.06M
    Category:Target Date 2036-2040
    Annual Report Expense Ratio (net):0.13%

    Performance & Risk

    YTD Return:3.68%
    5y Avg Return:11.67%
    Rank in Category (ytd):34
    % Rank in Category (ytd):13.33%
    Beta (3y):1.46
    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 56% of its net assets in U.S. stocks (28% of which represents smaller companies), approximately 27% in international stocks, and approximately 10% in bonds. It is non-diversified. View More
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