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Nationwide Destination 2040 Instl Svc (NWMSX)

10.33 Up 0.10(0.98%) Apr 16
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Prev Close:10.23
YTD Return*:1.59%
Net Assets*:145.71M
Yield*:1.53%

* As of 31-Mar-14

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

Headlines

  • No Headlines available for NWMSX at this time.

Top Holdings

Symbol% AssetsYTD Return %
Nationwide S&P 500 Index Instl27.90N/A
Nationwide International Index Instl25.12N/A
Nationwide Mid Cap Market Index Instl17.03N/A
Nationwide Portfolio Complt Instl15.95N/A
Nationwide Small Cap Index Instl12.04N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:145.71M
Category:Target Date 2036-2040
Annual Report Expense Ratio (net):0.38%

Performance & Risk

YTD Return:1.59%
5y Avg Return:18.73%
Rank in Category (ytd):27
% Rank in Category (ytd):11.39%
Beta (3y):1.52
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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