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Benchmark SP 500  1,629   22.88  Index Moved Down -1.39% United States ...


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Collecting data for NWMRX

Nationwide quote and profile

 
 Companies |  Insiders  | Dashboard  
     
9.61
  
FUND
(0.14)  Macroaxis: -1.44 Down   1.44%  
Last 1 Month(s)
9.529.96
 

Diversification Suggestion

Use Nationwide to protect against small markets fluctuations. The fund experiences somewhat bearish sentiment, but market may correct it shortly
Analyze Nationwide Destination Trend or Check current 30 days Nationwide correlation with market (S&P 500)
1 Month Beta 0.74  
Highest Price:  
Lowest Price:  
9.96  
9.52  
May 21 2013 
June 05 2013 
As returns on market increase, Nationwide returns are expected to increase less than the market. However during bear market, the loss on holding Nationwide will be expected to be smaller as well.
Nationwide Destination 2040 R1 Small BetaNationwide Destination Beta Legend
NWMRX United States NASDAQ
Nationwide Destination 2040 R1
Nationwide
Target Date 2036-2040
Benchmark S&P 500
Contact Number: 800. 848. 0920
Currency: USD - US Dollar
Traded on NASDAQ Stock Exchange
    
Number of Employees1
Net Asset109.11 M
Last Dividend Paid0.1
 United States Russel   1.35 % Macroaxis: change 1.35 Moved Down  
 
 United States SP 500   1.39 % Macroaxis: change 1.39 Moved Down  
 
 thisRed NWMRX NWMRX agains markets  1.44 % Macroaxis: change 1.44 Moved Down  
 
 United States NYSE   1.53 % Macroaxis: change 1.53 Moved Down  
 
Compare to Competition Alpha & Beta   Get Advice
    
Thomas Hickey  Money Manager
Fund Manager since August 28, 2007
Hickey joined NFA in April 2001 and is vice president of Portfolio Analytics and Product Management where he oversees various asset allocation and index mutual fund products....
    

Nationwide Price and Market Media

The median price of Nationwide for the period between Tue, May 21, 2013 and Thu, Jun 20, 2013 is 9.69 with a coefficient of variation of 1.2. The daily time series for the period is distributed with a sample standard deviation of 0.12, arithmetic mean of 9.7, and mean deviation of 0.09. The Fund did not receive any noticable media coverage during the period.
Nationwide         SP 500
Price Growth (%)
 
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Nationwide Summary

Nationwide Destination 2040 R1 [NWMRX] is traded in USA and was established in August 28, 2007. The fund is listed under Target Date 2036-2040 category and is part of Nationwide family. This fund now has accumulated 109.11 M in assets with minimum initial investment of . Nationwide Destination 2040 R1 is currently producing year-to-date (YTD) return of 7.89% with the current yeild of 1.16%, while the total return for the last 3 years was 17.61%.

Fund Instrument Allocation for Nationwide

The fund consists of 86.85% investments in stocks, with the rest of investments allocated between bonds, cashand various exotic instruments.
Past Market
Over 30
Days
0
Out Of
100
 
Chance of
Less
Than
%
 
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Nationwide Research Report

Nationwide vs. VFORX

Correlation analysis and fundamentals comparison between Nationwide Destination and Vanguard Target Reti

Nationwide Asset Under Management

Nationwide Destination 2040 R1 is rated below average in net asset among similar funds. Total Asset Under Management (AUM) of Target Date 2036-2040 category is currently estimated at about 69.5 Billion. Nationwide adds roughly 109.11 Million in net asset claiming only tiny portion of funds listed under Target Date 2036-2040 category.

Nationwide Fundamentals

Annual Yield vs Price to Book
Three Year Return vs Price to Sales
Annual Yield vs Equity Positions Weight
Bond Positions Weight vs Price to Sales

Nationwide vs Competition

Nationwide vs. Vanguard Target Retirement 2040 Inv

Nationwide June 20 2013 Opportunity Range

Downside Deviation0.9545
Information Ratio(0.10)
Maximum Drawdown1.97
Value At Risk(1.45)
Potential Upside1.36

 
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