Nationwide Destination Retirement Fund Class A NWEAX Strategy
Strategy
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 who have already retired. The fund allocated approximately 66% of its net assets in fixed-income securities, approximately 24% in U.S. stocks (including smaller company stocks), and approximately 10% in international stocks.
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Ticker
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Name
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Share Class Type
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Investment Status
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Morningstar Rating for Funds
Overall
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Medalist Rating
Overall
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Inception Date
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Total Net Assets for Share Class
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Adjusted Expense Ratio
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Fee Level
Distribution
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Minimum Initial Investment
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1-Year Net Flow
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NWESX
| Nationwide Destination Retirement Fund Institutional Service Class | Institutional | Open | $50.00M | 0.710% | High | $50,000 | −$9.94M | |||
NWEAX
| Nationwide Destination Retirement Fund Class A | Front Load | Open | $39.52M | 0.960% | High | $2,000 | −$5.60M | |||
NWEIX
| Nationwide Destination Retirement Fund Class R6 | Retirement, Large | Open | $57.31M | 0.460% | Above Average | $1M | −$10.81M | |||
NWEBX
| Nationwide Destination Retirement Fund Class R | Retirement, Medium | Open | $43.80M | 1.210% | High | $0 | −$7.98M |