NWEAX Mutual Fund

NWEAX Mutual Fund (Nationwide Destination Retirement Fund Class A) is managed by Nationwide with $5.2M in net assets. NWEAX expense ratio is 0.96%, holding 16 positions across sectors including Financials. Inception date: 2007-08-29.

NWEAX performance shows a YTD return of 4.18%. The 1-year return is 10.16% and the 5-year return is 3.62%. NWEAX dividend yield stands at 3.53%, paid quarterly.

NWEAX top holdings include Nationwide Bond Portfolio (38.6%), Nationwide Fundamental All Cap Equity Portfolio, Class R6 (13.3%), Nationwide Inflation-protected Securities Fund, Class R6 (6.0%), Nw Stra In Fd-R6 (5.8%), Nationwide U.S. 130/30 Equity Portfolio R6 (5.3%). Go to all NWEAX holdings, NWEAX sectors, or NWEAX dividends.

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