NWMAX Mutual Fund (Nationwide Destination 2040 Fund Class A) is managed by Nationwide with $37.5M in net assets. NWMAX expense ratio is 0.96%, holding 16 positions across sectors including Other, Unknown, Financials. Inception date: 2007-08-29.

NWMAX performance shows a YTD return of 8.32%. The 1-year return is 18.19% and the 5-year return is 6.75%. NWMAX dividend yield stands at 7.90%, paid quarterly.

NWMAX top holdings include Nationwide Fundamental All Cap Equity Portfolio, Class R6 (23.6%), Nationwide Bond Portfolio (17.3%), Nationwide International Index Fund, Class R6 (10.5%), Nationwide U.S. 130/30 Equity Portfolio R6 (10.0%), Nationwide Large Cap Equity Portfolio, Class R6 (9.8%). View all NWMAX holdings, sector breakdown, or dividend history.

NWMAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. NWMAX alternatives are available via the screener, along with tax-loss harvesting opportunities.