NWESX Mutual Fund

NWESX Mutual Fund (Nationwide Destination Retirement Fund Institutional Service Class) is managed by Nationwide with $25.9M in net assets. NWESX expense ratio is 0.71%, holding 16 positions across sectors including Financials. Inception date: 2007-08-29.

NWESX performance shows a YTD return of 4.28%. The 1-year return is 10.37% and the 5-year return is 3.83%. NWESX dividend yield stands at 3.73%, paid quarterly.

NWESX 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 NWESX holdings, NWESX sectors, or NWESX dividends.

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