NWBDX Mutual Fund

NWBDX Mutual Fund (Nationwide Destination 2070 Fund Institutional Service Class) is managed by Nationwide. NWBDX expense ratio is 0.67%, holding 11 positions across sectors including Financials. Inception date: 2025-03-07.

NWBDX performance shows a YTD return of 10.73%. The 1-year return is 21.40%. NWBDX dividend yield stands at 4.62%, paid quarterly.

NWBDX top holdings include Nationwide Fundamental All Cap Equity Portfolio, Class R6 (27.4%), Nationwide International Index Fund, Class R6 (13.3%), Nationwide Large Cap Equity Portfolio, Class R6 (12.8%), Nationwide U.S. 130/30 Equity Portfolio R6 (12.3%), Nationwide International Equity Portfolio, Class R6 (11.8%). Go to all NWBDX holdings, NWBDX sectors, or NWBDX dividends.

NWBDX can be compared against other funds. Use NWBDX overlap to find shared positions, or NWBDX vs another fund for a side-by-side view. NWBDX alternatives are available via the screener, along with tax-loss harvesting opportunities.