NWMDX Mutual Fund

NWMDX Mutual Fund (Nationwide Destination 2040 Fund Class R) is managed by Nationwide with $47.4M in net assets. NWMDX expense ratio is 1.21%, holding 16 positions across sectors including Financials. Inception date: 2007-08-29.

NWMDX performance shows a YTD return of 8.28%. The 1-year return is 17.41% and the 5-year return is 6.32%. NWMDX dividend yield stands at 7.83%, paid quarterly.

NWMDX 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 NWMDX holdings, NWMDX sectors, or NWMDX dividends.

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