NWMAX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

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

Profile

Details

Group

Balanced Funds

Fundamentals

NWMAX

Net Assets

180M

Fund Existence

over 17 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

N/A

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Yes

Fund Share Class Net Assets

34.7M

Fund Type

OpenEnd

Index Fund

Management Fee

0.13

Modified Duration

N/A

No Load Fund

Number of Long Holdings

13.00

Number of Net Holdings

13.00

Number of Short Holdings

N/A

Prospectus Acquired Expense Ratio

0.32

Weighting Top Ten Holdings

98.96%

Gain YTD

-0.114

Annual Yield % from dividends

2.45

Returns for 1 year

-2.24

Returns for 3 years

3.84

Returns for 5 years

28.67

Returns for 10 years

2.90

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