Nationwide Investor Destinations Moderately Aggressive Fund Class R

 (MUTF:GMARX)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +0.00%  
1 week   +0.36%
   
4 week   +2.06%
   
3 month   +4.66%
   
YTD   +13.67%
   
1 year   +17.59%
   
3 years*   +8.40%
   
5 years*   +9.37%
   
*annualized
Best 3 month return+23.35%  
Worst 3 month return-26.95%  

Morningstar statistics

Morningstar category: Allocation--70% to 85% Equity
  Return Risk Rating
3 years Average Average
5 years Average Average
10 years Average Average
Overall Average Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets1.71B 
Front load-  
Deferred load-  
Expense ratio1.19%  
Management fee-  
Fund familyNationwide 

Asset allocation

Cash1.20%  
Stocks82.23%  
Bonds16.46%  
Preferred0.07%  
Other0.04%  

Purchase information

Initial$0  
11.09+0.02(0.18%)
Oct 12, 8:00PM EDT Overall Morningstar RatingTM

Description

The investment seeks to maximize total investment return for a moderately aggressive level of risk. The fund is a "fund of funds" that invests primarily in affiliated mutual funds representing a variety of asset classes. Through investments in the underlying funds, the fund invests a significant portion of its assets in equity securities, such as common stocks of U.S. and international companies, including smaller companies, and a smaller portion in bonds.
Fund filings (PDF) »
Asset managers:
Christopher Graham (Started: Nov 15, 2016)
Keith Robinette (Started: Jun 30, 2017)
Andrew Urban (Started: Jun 30, 2017)
Advisor Company:
Nationwide Fund Advisors
Fund family reports on Morningstar »
Nationwide, One Nationwide Plaza, King of Prussia, PA 19406, USA

Risk

  1 year 3 years 5 years 10 years  
Alpha* 1.55 -0.83 -0.64 -2.16
Beta* 1.18 1.30 1.31 1.32
Mean annual return 1.14 0.58 0.75 0.45
R-squared* 81.88 95.40 96.31 98.13
Standard deviation 4.06 8.05 7.93 13.18
Sharpe ratio 3.20 0.82 1.10 0.37
* Against standard index

Top 10 holdings