Mutual Fund Insights: Nationwide Destination 2025 Instl Fund (NWHIX)

In-depth Analysis of Nationwide Destination 2025 Instl Fund (NWHIX)

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See Nationwide Destination 2025 Instl Fund (NWHIX) performance details as of February 28, 2010

  

Last Trade: $8.64 on 3/19/2010, Change: -0.06 (-0.69%)

  

Fund Manager - Thomas R. Hickey

Fund Manager Tenure: 2.6 years   [Similar Funds: NWHAX  NWHBX  NWHCX  NWHRX  NWHSX ]
Fundmojo Fund Grade: D (Score: 0.48)     (What does this score mean?)

Thomas R. Hickey joined NFA in April 2001 and is vice president of Portfolio Analytics and Product Management where Thomas R. Hickey oversees various asset allocation and index mutual fund products.  Get more insights on Thomas R. Hickey

  

 What we like about Nationwide Destination 2025 Instl Fund (NWHIX)

Data for Nationwide Destination 2025 Instl Fund (NWHIX) as of February 28, 2010

• Nationwide Destination 2025 Instl Fund (NWHIX) has an annual stock turnover rate of 17.69% vs Target Date 2021-2025 average of 29.23%. It is good that Nationwide Destination 2025 Instl management does not trade extensively for its return.
• Nationwide Destination 2025 Instl Fund (NWHIX) has a lower management fee than its Target Date 2021-2025 average: 0.33% vs 0.58%
• Nationwide Destination 2025 Instl Fund (NWHIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

 What we are cautious about Nationwide Destination 2025 Instl Fund (NWHIX)

Data for Nationwide Destination 2025 Instl Fund (NWHIX) as of February 28, 2010

• Nationwide Destination 2025 Instl Fund (NWHIX) management has been with Nationwide Destination 2025 Instl Fund for only 2.6 years, it is hard to judge manager's ability based on this fund's operation record
• Nationwide Destination 2025 Instl Fund is a focused fund with 97.52% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
• Nationwide Destination 2025 Instl Fund (NWHIX) has a less-than-ideal short-term performance (1-year return 44.84% vs 47.78 % Target Date 2021-2025 category average)
• Nationwide Destination 2025 Instl Fund (NWHIX) ratio of up-years vs down years can be improved

See Nationwide Destination 2025 Instl Fund (NWHIX) performance details as of February 28, 2010

  

  

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Nationwide Destination 2025 Instl Fund (NWHIX) Net Asset

Track net asset change of Nationwide Destination 2025 Instl fund (NWHIX)

Date	Net Asset
02/2010	$78.60M
01/2010	$4.80M
11/2009	$4.73M

More historic net asset information on Nationwide Destination 2025 Instl Fund (NWHIX)

  

Nationwide Destination 2025 Instl Fund (NWHIX) Portfolio Allocation

Track portfolio allocation change of Nationwide Destination 2025 Instl fund (NWHIX)

Date	Cash	Stock	Bond	Other
10/2009	6.35%	68.74%	23.9%	1.01%
09/2009	6.8%	69.11%	23.12%	0.97%
08/2009	7.54%	71.08%	20.28%	1.1%

Click here to see more historic asset allocation information on Nationwide Destination 2025 Instl Fund (NWHIX)

  

Most Recent Top 10 Holdings in Nationwide Destination 2025 Instl Fund (NWHIX)

Discover what Nationwide Destination 2025 Instl Fund (NWHIX) manager is buying

31-Oct-09 Nationwide S&P 500 Index Instl [28.89%] Nationwide International Index Instl [18%] Nationwide Bond Index Instl [13.34%] Nationwide Mid Cap Market Index Instl [10.64%] Nationwide Small Cap Index Instl [7.53%] iShares Barclays TIPS Bond [7.23%] Credit Suisse Commodity Return Strat Com [4.33%] Vanguard Short-Term Bond ETF [3.06%] Vanguard Emerging Markets Stock ETF [2.99%] Vanguard REIT Index ETF [1.93%]

30-Sep-09 Nationwide S&P 500 Index Instl [28.91%] Nationwide International Index Instl [18.08%] Nationwide Bond Index Instl [12.99%] Nationwide Mid Cap Market Index Instl [10.94%] Nationwide Small Cap Index Instl [7.93%] iShares Barclays TIPS Bond [7.03%] Credit Suisse Commodity Return Strat Com [4.11%] Vanguard Emerging Markets Stock ETF [3.02%] Vanguard Short-Term Bond ETF [3%] Vanguard REIT Index ETF [1.98%]

31-Aug-09 Nationwide S&P 500 Index Instl [29.3%] Nationwide International Index Instl [18.67%] Nationwide Bond Index Instl [12.2%] Nationwide Mid Cap Market Index Instl [11.34%] Nationwide Small Cap Index Instl [8.18%] iShares Barclays TIPS Bond [6.52%] Credit Suisse Commodity Return Strat Com [3.71%] Vanguard Emerging Markets Stock ETF [2.98%] Vanguard Short-Term Bond ETF [2.79%] Vanguard REIT Index ETF [2.32%]

Click here for Stock Holding Change Map in Nationwide Destination 2025 Instl Fund (NWHIX)

  

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See more information on Nationwide Destination 2025 Instl Fund (NWHIX)

• Nationwide Destination 2025 Instl Fund Insights
• Nationwide Destination 2025 Instl Fund Performance Data
• Nationwide Destination 2025 Instl Fund News
• Nationwide Destination 2025 Instl Fund Score Explaination
• Nationwide Destination 2025 Instl Fund Manager Information
• Historic Nationwide Destination 2025 Instl Fund Asset Allocation Report
• Historic Nationwide Destination 2025 Instl Fund Top 10 Holding Tracking
• Historic Nationwide Destination 2025 Instl Fund Asset Under Management Tracking