NWEBX Mutual Fund

NWEBX Mutual Fund (Nationwide Destination Retirement Fund Class R) is managed by Nationwide. NWEBX expense ratio is 1.21%, holding 16 positions across sectors including Financials. Inception date: 2007-08-29.

NWEBX performance shows a YTD return of 4.05%. The 1-year return is 9.91% and the 5-year return is 3.32%. NWEBX dividend yield stands at 3.23%, paid quarterly.

NWEBX top holdings include Nationwide Bond Portfolio (38.1%), Nationwide Fundamental All Cap Equity Portfolio, Class R6 (13.5%), Nationwide Inflation-protected Securities Fund, Class R6 (5.8%), Nw Stra In Fd-R6 (5.6%), Nationwide U.S. 130/30 Equity Portfolio R6 (5.5%). Go to all NWEBX holdings, NWEBX sectors, or NWEBX dividends.

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