NADMX : Nationwide Investor Destinations Moderate Fund Class A

NADMX is a Allocation Market All-In-One with MODERATE fees.

NADMX

Nationwide Investor Destinations Moderate Fund Class A

FI Score

62 /100

Expense Ratio Rating

8 /10

Expense Rating

5 /10

Market Score

7 /10

Category Score

5 /10

Market Size

7 /10

62% FI Score
  • nadmx
  • Mutual Fund
  • Allocation
  • All-In-One

Nationwide Investor Destinations Moderate Fund Class A

Expenses: 0.53% (Better than 1% of similar funds)

This is an OK choice for a All-In-One Allocation fund. See why ยป

Fund Summary

The investment seeks to maximize total investment return for a moderate level of risk. The fund is a "fund of funds" that invests primarily in affiliated mutual funds representing a variety of asset classes. It also invests in certain underlying funds that are not index funds. The fund aims to provide diversification across major asset classes-U.S. stocks, international stocks, and bonds-by investing primarily in mutual funds offered by Nationwide Mutual Funds and affiliated or unaffiliated exchange-traded funds, as well as a fixed interest contract issued by Nationwide Life Insurance Company ("Nationwide Contract").

Largest Holdings

Amount Holding
35.79% Nationwide Multi-Cap Portfolio R6
13.64% Nationwide International Index R6
8.21% Nationwide Bond Index R6
5.37% Nationwide Mid Cap Market Idx R6
4.81% iShares Core MSCI Emerging Markets ETF
4.64% Nationwide Core Plus Bond R6
4.59% Nationwide Loomis Core Bond R6
3.60% Nationwide Loomis Short Term Bd R6
2.71% Nationwide Amundi Glbl Hi Yld R6
2.08% Nationwide International Sm Cp R6
1.95% Nationwide Loomis All Cap Gr R6
1.77% Nationwide Emerging Mkts Dbt R6
1.48% iShares 20+ Year Treasury Bond ETF
1.25% Nationwide Amundi Strat Inc R6
0.96% Nationwide Inflation-Prot Secs R6

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo