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Nationwide Destination 2040 Fd Cl Inst Svc: (MF: NWMSX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 06:00 PM ET

$9.49 USD

-0.01 (-0.11%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
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NA

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 3.54 56
3 months 4.35 50
6 months 9.10 43
1 Year 19.48 33
3 Year 15.60 34
5 Year 8.12 39
10 Year 10.30 29

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -52.67
Bull Market (2/09 - 3/21) 539.62

Load Adjusted Returns as of Feb 28, 2026

1 Year 17.47
5 Year 7.82
10 Year 9.29
Since Inception 6.15

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -0.45 8.58 5.73 2.77
2024 6.03 0.79 5.86 -1.52
2023 5.96 4.62 -3.40 10.72
2022 -6.59 -14.05 -6.20 8.50
2021 4.27 6.05 -1.06 5.07

Annual Return

20262025202420232022202120202019201820172016
% Total Return 3.5417.4711.4018.57-18.3114.9613.5424.30-8.2417.279.91
% Total Return Rel to Index 0.84-0.74-13.61-7.67-0.10-13.71-4.86-7.18-3.85-4.51-2.02
% Total Return Rel to Peer 0.042.961.485.41-5.343.452.857.10-1.753.813.63
% Perf Quintile vs Peer* 3.002.000.002.005.002.003.002.004.002.001.00
% Dividends 0.000.400.260.200.070.390.610.430.190.190.17
% Yield 0.003.792.523.970.823.415.924.232.071.761.64
Capital Gains ($) 0.000.421.030.410.130.580.000.590.790.620.68
Expense Ratio 0.000.390.380.390.380.380.390.380.390.380.38

* 1 = Top 20%, 5 = Bottom 20%