Nasdaq - Delayed Quote USD

Nationwide Destination 2050 Instl Svc (NWOSX)

9.98 +0.09 (+0.91%)
At close: 8:00 PM EST

Investment Information

Min Initial Investment
50,000
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
  • 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 planning to retire in, or close to, the year 2050. The fund allocated approximately 64% of its net assets in U.S. stocks (including smaller company stocks), approximately 25% in international stocks, and approximately 11% in bonds.

Fund Overview

Category Target-Date 2050
Fund Family Nationwide
Net Assets 174.82M
YTD Return 12.14%
Yield 1.85%
Morningstar Rating
Inception Date Aug 29, 2007

Performance & Risk

YTD Return 15.64%
5y Average Return 9.19%
Rank in Category (ytd) 92
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.28
Morningstar Risk Rating

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