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    Nationwide Destination 2040 Instl Svc (NWMSX)

    10.28 Up 0.03(0.29%) Mar 27
    Prev Close:10.25
    YTD Return*:3.60%
    Net Assets*:173.44M

    * As of 28-Feb-15

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


    • No Headlines available for NWMSX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    Nationwide S&P 500 Index Instl28.00N/A
    Nationwide International Index Instl25.16N/A
    Nationwide Mid Cap Market Index Instl16.97N/A
    Nationwide Portfolio Complt Instl15.92N/A
    Nationwide Small Cap Index Instl12.04N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:173.44M
    Category:Target Date 2036-2040
    Annual Report Expense Ratio (net):0.38%

    Performance & Risk

    YTD Return:3.60%
    5y Avg Return:11.86%
    Rank in Category (ytd):32
    % Rank in Category (ytd):12.5%
    Beta (3y):1.49
    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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