Nationwide Destination 2040 Instl Svc (NWMSX)
* As of 31-Mar-14
Quotes delayed, except where indicated otherwise. Currency in USD.
- No Headlines available for NWMSX at this time.
|Symbol||% Assets||YTD Return %|
|Nationwide S&P 500 Index Instl||27.90||N/A|
|Nationwide International Index Instl||25.12||N/A|
|Nationwide Mid Cap Market Index Instl||17.03||N/A|
|Nationwide Portfolio Complt Instl||15.95||N/A|
|Nationwide Small Cap Index Instl||12.04||N/A|
|Morningstar Overall Rating:|
|Category:||Target Date 2036-2040|
|Annual Report Expense Ratio (net):||0.38%|
Performance & Risk
|5y Avg Return:||18.73%|
|Rank in Category (ytd):||27|
|% Rank in Category (ytd):||11.39%|
|Morningstar Risk Rating:||4|
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