Mutual Fund Insights: Nationwide Destination 2035 C Fund (NWLCX)

In-depth Analysis of Nationwide Destination 2035 C Fund (NWLCX)

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See Nationwide Destination 2035 C Fund (NWLCX) performance details as of January 31, 2010

  

Last Trade: $8.18 on 3/17/2010, Change: +0.05 (0.62%)

  

Fund Manager - Thomas R. Hickey

Fund Manager Tenure: 2.6 years   [Similar Funds: NWLAX  NWLBX  NWLIX  NWLRX  NWLSX ]
Fundmojo Fund Grade: C (Score: 0.57)     (What does this score mean?)

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.  Get more insights on Thomas R. Hickey

  

 What we like about Nationwide Destination 2035 C Fund (NWLCX)

Data for Nationwide Destination 2035 C Fund (NWLCX) as of January 31, 2010

• Nationwide Destination 2035 C Fund (NWLCX) has an annual stock turnover rate of 18.42% vs Target Date 2031-2035 average of 34.04%. It is good that Nationwide Destination 2035 C management does not trade extensively for its return.

  

 What we are cautious about Nationwide Destination 2035 C Fund (NWLCX)

Data for Nationwide Destination 2035 C Fund (NWLCX) as of January 31, 2010

• Nationwide Destination 2035 C Fund (NWLCX) management has been with Nationwide Destination 2035 C Fund for only 2.6 years, it is hard to judge manager's ability based on this fund's operation record
• Nationwide Destination 2035 C Fund is a focused fund with 99.78% 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 2035 C Fund (NWLCX) has a less-than-ideal short-term performance (1-year return 33.52% vs 35.67% Target Date 2031-2035 category average)
• Nationwide Destination 2035 C Fund (NWLCX) ratio of up-years vs down years can be improved
• Nationwide Destination 2035 C Fund (NWLCX) has a higher management fee of 1.66% than its Target Date 2031-2035 average of 0.56%
• Nationwide Destination 2035 C Fund (NWLCX) carries a 1% load

See Nationwide Destination 2035 C Fund (NWLCX) performance details as of January 31, 2010

  

  

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Nationwide Destination 2035 C Fund (NWLCX) Net Asset

Track net asset change of Nationwide Destination 2035 C fund (NWLCX)

Date	Net Asset
01/2010	$140.00K
11/2009	$120.00K
10/2009	$80.00K

More historic net asset information on Nationwide Destination 2035 C Fund (NWLCX)

  

Nationwide Destination 2035 C Fund (NWLCX) Portfolio Allocation

Track portfolio allocation change of Nationwide Destination 2035 C fund (NWLCX)

Date	Cash	Stock	Bond	Other
10/2009	7.19%	79.2%	12.36%	1.24%
09/2009	7.25%	80.71%	10.8%	1.25%
08/2009	7.93%	82.07%	8.7%	1.3%

Click here to see more historic asset allocation information on Nationwide Destination 2035 C Fund (NWLCX)

  

Most Recent Top 10 Holdings in Nationwide Destination 2035 C Fund (NWLCX)

Discover what Nationwide Destination 2035 C Fund (NWLCX) manager is buying

31-Oct-09 Nationwide S&P 500 Index Instl [33.73%] Nationwide International Index Instl [24.03%] Nationwide Mid Cap Market Index Instl [13.73%] Nationwide Bond Index Instl [11.21%] Nationwide Small Cap Index Instl [10.28%] Credit Suisse Commodity Return Strat Com [5.91%] Nationwide Money Market Instl [1.11%] N/A [0%] N/A [0%] N/A [0%]

30-Sep-09 Nationwide S&P 500 Index Instl [30.91%] Nationwide International Index Instl [22.1%] Nationwide Mid Cap Market Index Instl [12.93%] Nationwide Bond Index Instl [9.99%] Nationwide Small Cap Index Instl [9.91%] Credit Suisse Commodity Return Strat Com [5.14%] Vanguard Emerging Markets Stock ETF [4.02%] SPDR Dow Jones Intl Real Estate [2.01%] Vanguard REIT Index ETF [1.98%] Nationwide Money Market Instl [1%]

31-Aug-09 Nationwide S&P 500 Index Instl [30.97%] Nationwide International Index Instl [22.56%] Nationwide Mid Cap Market Index Instl [13.25%] Nationwide Small Cap Index Instl [10.11%] Nationwide Bond Index Instl [9.29%] Credit Suisse Commodity Return Strat Com [4.6%] Vanguard Emerging Markets Stock ETF [3.93%] Vanguard REIT Index ETF [2.29%] SPDR Dow Jones Intl Real Estate [2.1%] Nationwide Money Market Instl [0.91%]

Click here for Stock Holding Change Map in Nationwide Destination 2035 C Fund (NWLCX)

  

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See more information on Nationwide Destination 2035 C Fund (NWLCX)

• Nationwide Destination 2035 C Fund Insights
• Nationwide Destination 2035 C Fund Performance Data
• Nationwide Destination 2035 C Fund News
• Nationwide Destination 2035 C Fund Score Explaination
• Nationwide Destination 2035 C Fund Manager Information
• Historic Nationwide Destination 2035 C Fund Asset Allocation Report
• Historic Nationwide Destination 2035 C Fund Top 10 Holding Tracking
• Historic Nationwide Destination 2035 C Fund Asset Under Management Tracking