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Nasdaq USD

Nationwide Destination 2055 Fund (NTDAX)

12.61
+0.02
+(0.16%)
At close: 8:01:46 PM EDT

Investment Information

Min Initial Investment
0
Min Initial Investment, IRA
--
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • Mid Atlantic Capital Corp
  • Pershing FundCenter
  • Shareholders Services Group
  • TD Ameritrade Trust Company
  • CommonWealth PPS
  • Fifth Third Securities, Inc.
  • LPL SAM Eligible - 10.24.2024
  • Nationwide Retirement Innovator
  • Fidelity Retail FundsNetwork
  • Fidelity Institutional FundsNetwork
  • Fidelity Institutional FundsNetwork-NTF
  • Nationwide Retirement Resource
  • RBC Wealth Management-Advisory Eligible
  • Raymond James
  • Raymond James WRAP Eligible
  • CommonWealth Universe
  • RBC Wealth Management-Network Eligible
  • DailyAccess Corporation RTC
  • Ameritas NTFN
  • Fidelity Advisor 401(k) I Shares
  • TD Ameritrade Retail
  • TD Ameritrade Institutional
  • Nationwide Retirement Clear Adva
  • ADP Access
  • Mid Atlantic Capital Group
  • Securities America Advisors
  • TD Ameritrade Retail NTF
  • TD Ameritrade Institutional NTF
  • ADP Access Open Fund Architecture
  • RBC Wealth Management-Wrap Eligible
  • H Beck Inc.
  • Securities America Inc.
  • Vanguard Load
  • Vanguard TF
  • Nationwide Retirement Flexible Advantage
  • DailyAccess Corporation Matrix
  • DailyAccess Corporation MATC
  • Fidelity Advisor 401(k) A Shares
  • LPL SWM - 10.24.2024
  • Nationwide Retirement Innovator Advantage
  • Fidelity Advisor 401(k) M Shares
  • Pershing Retirement Plan Network
  • LPL Brokerage Availability - November 2024
  • Mid Atlantic Clearing and Settlement

Fund Summary

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 2055. The fund allocated approximately 63% of its net assets in U.S. stocks (including smaller company stocks), approximately 26% in international stocks, and approximately 11% to bonds.

Fund Overview

Category Target-Date 2055
Fund Family Nationwide
Net Assets 104.33M
YTD Return -1.07%
Yield 2.18%
Morningstar Rating
Inception Date Dec 27, 2010

Performance & Risk

YTD Return -4.03%
5y Average Return 11.55%
Rank in Category (ytd) 68
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.29
Morningstar Risk Rating

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