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NWMAX

Mutual Fund ticker: NASDAQ

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NET ASSETS

Nationwide Destination 2040 A (NWMAX) Ownership - Who owns Nationwide Destination 2040 A?

The investment seeks capital appreciation and income consistent with its current asset allocation... Show more

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

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Details

Group

Balanced Funds

Fundamentals

NWMAX

Net Assets

184M

Fund Existence

about 18 years

Turnover

44.86

Total Expense Ratio

0.96

Front Load

5.75%

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

2000

Min. Initial Investment IRA

N/A

Morningstar Category

Target-Date 2040

Administrative Fee

N/A

Annual Report Gross Expense Ratio

0.96

Assets in Top Ten Holdings

174M

Average Credit Quality

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Yes

Fund Share Class Net Assets

38.9M

Fund Type

OpenEnd

Index Fund

Management Fee

0.13

Modified Duration

N/A

No Load Fund

Number of Long Holdings

14.00

Number of Net Holdings

15.00

Number of Short Holdings

1.00

Prospectus Acquired Expense Ratio

0.32

Weighting Top Ten Holdings

95.79%

Gain YTD

12.515

Annual Yield % from dividends

2.33

Returns for 1 year

3.31

Returns for 3 years

21.06

Returns for 5 years

24.83

Returns for 10 years

25.42

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