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NWMDX Mutual Fund Price & Analysis

The Nationwide Destination 2040 Fund Class R (NWMDX) is a mutual fund that aims to provide long-term growth and capital appreciation for investors with a target retirement date of 2040. This fund invests in a diversified portfolio of stocks, bonds, and other securities, with a focus on companies and industries that are expected to perform well over the next 20 years. The Class R shares of this fund are designed for retirement plans and have a lower expense ratio compared to other share classes. Investors in this fund can expect a balanced and actively managed approach to achieving their retirement goals.

NWMDX Mutual Fund Chart & Stats

Top 10 Holdings

Name
Weight %
USD_CASH
Nationwide Fundamental All Cap Equity Portfolio
33.39%
USD_CASH
Nationwide Bond Portfolio
19.87%
USD_CASH
Nationwide U.S. 130/30 Equity Portfolio
12.52%
USD_CASH
Nationwide International Index Fund
11.79%
USD_CASH
Nationwide International Equity Portfolio
6.37%
USD_CASH
Nationwide Mid Cap Market Index Fund
5.37%
iShares Core MSCI Emerging Markets ETF
4.04%
USD_CASH
Nationwide Small Cap Index Fund
2.78%
USD_CASH
Nationwide Amundi Strategic Income Fund
1.98%
iShares 20+ Year Treasury Bond ETF
1.05%
Total99.16%

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