NWIAX Mutual Fund

NWIAX Mutual Fund (Nationwide Destination 2030 Fund Class A) is managed by Nationwide with $45.1M in net assets. NWIAX expense ratio is 0.96%, holding 17 positions across sectors including Financials. Inception date: 2007-08-29.

NWIAX performance shows a YTD return of 5.60%. The 1-year return is 12.84% and the 5-year return is 5.05%. NWIAX dividend yield stands at 6.96%, paid quarterly.

NWIAX 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%), Hyundai Capital America 4.60% 4/6/2028 (7.2%). Go to all NWIAX holdings, NWIAX sectors, or NWIAX dividends.

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