Nasdaq - Delayed Quote USD
Nationwide Destination 2040 A (NWMAX)
8.48
+0.01
+(0.12%)
At close: 8:01:47 PM EDT
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8.47 - YTD Return -0.57%
- Expense Ratio 0.96%
- Category Target-Date 2040
- Last Cap Gain 17.00
- Morningstar Rating
- Morningstar Risk Rating High
- Sustainability Rating
- Net Assets 180.03M
- Beta (5Y Monthly) 1.19
- Yield 2.46%
- 5y Average Return --
- Holdings Turnover 44.86%
- Last Dividend 0.24
- Inception Date Aug 29, 2007
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.
Nationwide
Fund Family
Target-Date 2040
Fund Category
180.03M
Net Assets
2007-08-29
Inception Date
Performance Overview: NWMAX
View MoreTrailing returns as of 4/15/2025. Category is Target-Date 2040.
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NDMAX Nationwide Inv Dest Mod Agrsv A
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NDAAX Nationwide Inv Dest Agrsv A
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NWMDX Nationwide Destination 2040 R
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NADCX Nationwide Inv Dest Mod Cnsrv A
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NADMX Nationwide Inv Dest Mod A
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GMXAX Nationwide Mid Cap Market Idx A
14.03
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GRMAX Nationwide S&P 500 Index A
25.10
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GMRAX Nationwide Small Cap Index A
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NWMHX Nationwide Destination 2040 R6
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Holdings: NWMAX
View MoreSector Weightings
SectorNWMAX
Technology 22.96%
Financial Services 17.25%
Industrials 12.49%
Consumer Cyclical 12.25%
Healthcare 10.47%
Communication Services 7.62%
Consumer Defensive 4.77%
Basic Materials 3.78%
Real Estate 2.85%
Energy 2.85%
Utilities 2.69%
Recent News: NWMAX
View MoreResearch Reports: NWMAX
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