NWBIX Mutual Fund

NWBIX Mutual Fund (Nationwide Destination 2030 Fund Class R) is managed by Nationwide. NWBIX expense ratio is 1.21%, holding 17 positions across sectors including Financials. Inception date: 2007-08-29.

NWBIX performance shows a YTD return of 5.53%. The 1-year return is 12.71% and the 5-year return is 4.76%. NWBIX dividend yield stands at 6.78%, paid quarterly.

NWBIX top holdings include Nationwide Bond Portfolio (31.1%), Nationwide Fundamental All Cap Equity Portfolio, Class R6 (17.4%), Nationwide International Equity Portfolio, Class R6 (7.4%), Nationwide U.S. 130/30 Equity Portfolio R6 (7.3%), Ball Corp. 3.125% 9/15/2031 (7.2%). Go to all NWBIX holdings, NWBIX sectors, or NWBIX dividends.

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