Nationwide Destination 2040 FundNWMSX
Type
Mutual fund
Peer group
Target-date
Net assets
$191.9M
Expense ratio
0.72%
1-year return
+24.2%
3 years, a year
+15.4%
5 years, a year
+7.3%
Holdings
18
What it aims to do.
The Nationwide Destination 2040 Fund seeks capital appreciation and income consistent with its current asset allocation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| Nationwide Fundamental All Cap Equity Portfolio | 23.87% |
| Nationwide Bond Portfolio | 17.05% |
| Nationwide International Index Fund | 10.19% |
| Nationwide U.S. 130/30 Equity Portfolio | 10.04% |
| Nationwide Large Cap Equity Portfolio | 9.96% |
| Nationwide International Equity Portfolio | 8.98% |
| iShares Core MSCI Emerging Markets ETF | 8.07% |
| iShares Core S&P 500 ETF | 3.21% |
| Nationwide Small Cap Index Fund | 2.90% |
| Nationwide Strategic Income Fund | 2.15% |
More on NWMSX.
- NWMSX overview
- NWMSX holdings
- NWMSX risk
- NWMSX costs
- NWMSX money in and out
- NWMSX share classes
- Compare NWMSX with other funds
Returns after fees, from the fund's SEC filings up to Apr 2026. Past returns are not a promise. Not financial advice.