NWMSX Mutual Fund

NWMSX Mutual Fund (Nationwide Destination 2040 Fund Institutional Service Class) is managed by Nationwide with $81.0M in net assets. NWMSX expense ratio is 0.71%, holding 16 positions across sectors including Financials. Inception date: 2007-08-29.

NWMSX performance shows a YTD return of 8.55%. The 1-year return is 17.84% and the 5-year return is 6.88%. NWMSX dividend yield stands at 8.01%, paid quarterly.

NWMSX 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 NWMSX holdings, NWMSX sectors, or NWMSX dividends.

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