NWATX Mutual Fund
NWATX Mutual Fund
NWATX Mutual Fund
Nationwide Destination 2065 Fund Institutional Service Class
NWATX Mutual Fund Overview
NWATX Mutual Fund (Nationwide Destination 2065 Fund Institutional Service Class) is managed by Nationwide. NWATX expense ratio is 0.70%, holding 12 positions across sectors including Financials. Inception date: 2020-02-28.
NWATX performance shows a YTD return of 10.57%. The 1-year return is 21.23% and the 5-year return is 8.85%. NWATX dividend yield stands at 6.13%, paid quarterly.
NWATX top holdings include Nationwide Fundamental All Cap Equity Portfolio, Class R6 (27.4%), Nationwide International Index Fund, Class R6 (13.1%), Macerich Co/The - Trs (12.8%), Nationwide U.S. 130/30 Equity Portfolio R6 (12.4%), Nationwide International Equity Portfolio, Class R6 (11.6%). Go to all NWATX holdings, NWATX sectors, or NWATX dividends.
NWATX can be compared against other funds. Use NWATX overlap to find shared positions, or NWATX vs another fund for a side-by-side view. NWATX alternatives are available via the screener, along with tax-loss harvesting opportunities.