Nasdaq - Delayed Quote USD
Nationwide Destination Ret Instl Svc (NWESX)
At close: 8:00 PM EST
Investment Information
- Min Initial Investment
- 1,000,000
- 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
- Morgan Stanley - Brokerage Accounts
- Pershing FundCenter
- Shareholders Services Group
- TD Ameritrade Trust Company
- CommonWealth PPS
- Fifth Third Securities, Inc.
- LPL SAM Eligible - 11.01.2023
- Nationwide Retirement Innovator
- Fidelity Retail FundsNetwork
- Fidelity Institutional FundsNetwork
- Fidelity Institutional FundsNetwork-NTF
- Ameriprise Brokerage
- Nationwide Retirement Resource
- RBC Wealth Management-Advisory Eligible
- Ameriprise SPS Advantage
- Raymond James
- Raymond James WRAP Eligible
- CommonWealth Universe
- RBC Wealth Management-Network Eligible
- DailyAccess Corporation RTC
- DailyAccess Corporation FRIAG
- Sterne, Agee & Leach, Inc.,
- Ameritas NTFN
- TIAA-CREF Brokerage Services
- Fidelity Advisor 401(k) I Shares
- Pershing FundVest NTF
- Morgan Stanley Consulting Group Advisor
- Matrix Financial Solutions
- Trade PMR Transaction Fee
- Trade PMR NTF
- SB Pychx OFS A
- TD Ameritrade Retail
- TD Ameritrade Institutional
- Nationwide Retirement Clear Adva
- ING Financial Advisers - SAS Funds
- ADP Access
- Mid Atlantic Capital Group
- Securities America Advisors
- TD Ameritrade Retail NTF
- TD Ameritrade Institutional NTF
- TIAA-CREF NTF
- MSWM Brokerage
- ADP Access Open Fund Architecture
- DailyAccess Corporation Mid-Atlantic
- RBC Wealth Management-Wrap Eligible
- Securities America Inc.
- Vanguard Load
- Vanguard TF
- Morgan Stanley Portfolio Management
- Nationwide Retirement Flexible Advantage
- DailyAccess Corporation Matrix
- DailyAccess Corporation MATC
- Fidelity Advisor 401(k) A Shares
- LPL SWM - 01.24.2024
- Nationwide Retirement Innovator Advantage
- Fidelity Advisor 401(k) M Shares
- Pershing Retirement Plan Network
- Ameriprise SPS Advisor
- ADP Advisor Access 3(21) Tier 2
- LPL Brokerage Availability - February 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 who have already retired. The fund allocated approximately 65% of its net assets in fixed-income securities, approximately 26% in U.S. stocks (including smaller company stocks), and approximately 9% in international stocks.
Fund Overview
| Category | Target-Date Retirement |
| Fund Family | Nationwide |
| Net Assets | 99.76M |
| YTD Return | 6.29% |
| Yield | 3.17% |
| Morningstar Rating | |
| Inception Date | Aug 29, 2007 |
Performance & Risk
| YTD Return | 7.13% |
| 5y Average Return | 4.20% |
| Rank in Category (ytd) | 66 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.76 |
| Morningstar Risk Rating |
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