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Nationwide Destination 2055 Fund (NTDAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Visitors trend2W10W9M
12.03+0.02 (+0.17%)
As of 08:05AM EDT. Market open.
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Nationwide Destination 2055 Fund

King of Prussia, PA 19406

1000 Continental Drive, Suite 400

Nationwide Mutual Funds

610-230-2864
Management Information
,Lead Manager since June 29, 2017
Mr. Urban joined NFA in July 2016 and became a Senior Director of Asset Strategies in May 2017. Prior to joining NFA, Mr. Urban worked for six years as an investment analyst covering hedge funds for the Ohio Public Employees Retirement System, where he was responsible for hedge fund manager selection and due diligence as well as portfolio risk management.
Morningstar Style Box
Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund.
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryTarget-Date 2055
Fund FamilyNationwide
Net Assets105.9M
YTD Return8.71%
Yield6.18%
Morningstar Rating★★
Inception DateDec 26, 2010

Fund Operations

Last Dividend0.89
Last Cap Gain-2.00
Holdings TurnoverN/A
Average for CategoryN/A

Fees & Expenses

ExpenseNTDAXCategory Average
Annual Report Expense Ratio (net)0.90%0.45%
Prospectus Net Expense Ratio0.90%N/A
Prospectus Gross Expense Ratio0.90%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.35%
Max Deferred Sales LoadN/A1.47%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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