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Nationwide Destination 2040 Instl Svc NWMSX

Medalist Rating as of | See Nationwide Investment Hub
  • NAV / 1-Day Return 9.23  /  0.00
  • Total Assets 173.2 Mil
  • Adj. Expense Ratio
    0.640%
  • Expense Ratio 0.640%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Target-Date 2040
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity
  • Status Open
  • TTM Yield 2.13%
  • Turnover 40%

Morningstar’s Analysis NWMSX

Will NWMSX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Weakness in Nationwide Destination 2040 Instl Svc's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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Portfolio Holdings NWMSX

  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 0
  • Other Holdings 13
  • % Assets in Top 10 Holdings 98.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Nationwide Multi-Cap Portfolio R6

26.40
44,849,756

Nationwide Bond Portfolio R6

18.95
32,192,397

Nationwide International Index R6

17.90
30,411,689

Nationwide U.S. 130/30 Equity R6

11.92
20,252,890

Nationwide Fundamental All Cap Equity R6

6.66
11,309,008

iShares Core MSCI Emerging Markets ETF

6.09
10,352,893

Nationwide Mid Cap Market Idx R6

5.39
9,154,370

Nationwide Small Cap Index R6

2.66
4,516,028

Nationwide Amundi Strat Inc R6

1.80
3,063,159

iShares 20+ Year Treasury Bond ETF

0.99
1,678,984