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NWMAX
Mutual Fund ticker: NASDAQ
AS OF
May 1 closing price
Price
$8.77
Change
+$0.01 (+0.11%)
Net Assets
179.54M

NWMAX Nationwide Destination 2040 A Forecast, Technical & Fundamental Analysis

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

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A.I.Advisor
published Highlights

Industry description

The investment seeks capital appreciation and income consistent with its current asset allocation. The fund is a "fund of funds" that invests primarily in affiliated 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 allocated approximately 54% of its net assets in U.S. stocks (including smaller company stocks), approximately 22% in international stocks, and approximately 24% in bonds.
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A.I. Advisor
published General Information

General Information

Category

Profile
Fundamentals
Details
Category
Target-Date 2040
Address
Nationwide Mutual Funds1000 Continental Drive, Suite 400King of Prussia,
Phone
610-230-2864
Web
www.nationwide.com/mutualfunds
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NWMAX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, NWMAX has been closely correlated with RAKTX. These tickers have moved in lockstep 92% of the time. This A.I.-generated data suggests there is a high statistical probability that if NWMAX jumps, then RAKTX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To NWMAX
1D Price
Change %
NWMAX100%
N/A
RAKTX - NWMAX
92%
Closely correlated
+0.30%
RCKTX - NWMAX
92%
Closely correlated
+0.25%
REGTX - NWMAX
92%
Closely correlated
+0.29%
RBKTX - NWMAX
92%
Closely correlated
+0.25%
RDGTX - NWMAX
92%
Closely correlated
+0.25%
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