Nationwide Destination 2040 Instl Svc
Nationwide Mutual Funds 1200 River Road??River Park 2 Conshohocken, PA 19428
Phone: 800-848-0920
| Category: |
Target Date 2036-2040 |
| Fund Family: |
Nationwide |
| Net Assets: |
3.64M |
| Year-to-Date Return: |
-4.03% |
| Yield: |
2.03% |
| Morningstar Rating: |
N/A |
| Fund Inception Date: |
29-Aug-07 |
|
Thomas R. Hickey
Lead Manager since
29-Aug-07 |
|
| Hickey joined NFA in April 2001 and is vice president of Portfolio Analytics and Product Management where he oversees various asset allocation and index mutual fund products. |
| Min Initial Investment: |
$50,000 |
| Min Initial Investment, IRA: |
NaN |
| Min Initial Investment, AIP: |
NaN |
| Min Subsequent Investment: |
NaN |
| Min Subsequent Investment, IRA: |
N/A |
| Min Subsequent Investment, AIP: |
N/A |
|
|
|
| The investment seeks capital appreciation and income. The fund seeks to achieve objective by investing in a professionally selected mix of different asset classes that is tailored for investors planning to retire in, or close to, the target date designated in 2040. It invests in asset classes which include, but are not limited to, U.S. stocks, international and emerging market stocks, real estate investment trusts ("REITs"), commodity-linked instruments, bonds (U.S., international and emerging markets) and short-term investments. |
| Last Dividend
(22-Dec-09):
|
0.08 |
| Last Cap Gain
(22-Dec-09):
|
0.07 |
| Annual Holdings Turnover
|
16.68% |
| Average for Category:
|
42.51% |
|
| Expense |
NWMSX |
Category
Avg |
| Total Expense Ratio: |
0.82%
|
0.64% |
| Max 12b1 Fee: |
%
|
N/A |
| Max Front End Sales Load: |
%
|
5.24% |
| Max Deferred Sales Load: |
%
|
2.29% |
| 3 Yr Expense Projection*: |
$262 |
$909 |
| 5 Yr Expense Projection*: |
$455 |
$1,392 |
| 10 Yr Expense Projection*: |
$1,014 |
$2,629 |
|
|
Help
0.11 (1.52%) 
Profile
