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    Nationwide Destination 2040 Instl Svc (NWMSX)

    10.03 Down 0.61(5.73%) Dec 19
    Prev Close:10.64
    YTD Return*:5.36%
    Net Assets*:163.86M
    Yield*:1.68%

    * As of 30-Nov-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 Instl28.17N/A
    Nationwide International Index Instl24.93N/A
    Nationwide Mid Cap Market Index Instl17.01N/A
    Nationwide Portfolio Complt Instl15.99N/A
    Nationwide Small Cap Index Instl11.91N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:163.86M
    Category:Target Date 2036-2040
    Annual Report Expense Ratio (net):0.38%

    Performance & Risk

    YTD Return:5.36%
    5y Avg Return:11.56%
    Rank in Category (ytd):78
    % Rank in Category (ytd):34.36%
    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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