NWMAX Mutual Fund

NWMAX Mutual Fund (Nationwide Destination 2040 Fund Class A) is managed by Nationwide with $37.5M in net assets. NWMAX expense ratio is 0.96%, holding 16 positions across sectors including Financials. Inception date: 2007-08-29.

NWMAX performance shows a YTD return of 8.43%. The 1-year return is 17.69% and the 5-year return is 6.63%. NWMAX dividend yield stands at 7.89%, paid quarterly.

NWMAX top holdings include Nationwide Fundamental All Cap Equity Portfolio, Class R6 (23.6%), Nationwide Bond Portfolio (17.3%), Nationwide International Index Fund, Class R6 (10.5%), Nationwide U.S. 130/30 Equity Portfolio R6 (10.0%), Nationwide Large Cap Equity Portfolio, Class R6 (9.8%). Go to all NWMAX holdings, NWMAX sectors, or NWMAX dividends.

NWMAX can be compared against other funds. Use NWMAX overlap to find shared positions, or NWMAX vs another fund for a side-by-side view. NWMAX alternatives are available via the screener, along with tax-loss harvesting opportunities.