NWISX Mutual Fund
NWISX Mutual Fund
NWISX Mutual Fund
Nationwide Destination 2030 Fund Institutional Service Class
NWISX Mutual Fund Overview
NWISX Mutual Fund (Nationwide Destination 2030 Fund Institutional Service Class) is managed by Nationwide with $124.8M in net assets. NWISX expense ratio is 0.71%, holding 17 positions across sectors including Financials. Inception date: 2007-08-29.
NWISX performance shows a YTD return of 5.82%. The 1-year return is 13.19% and the 5-year return is 5.28%. NWISX dividend yield stands at 7.05%, paid quarterly.
NWISX top holdings include Nationwide Bond Portfolio (31.1%), Nationwide Fundamental All Cap Equity Portfolio, Class R6 (17.7%), Nationwide U.S. 130/30 Equity Portfolio R6 (7.2%), Nationwide International Equity Portfolio, Class R6 (7.2%), Nationwide Large Cap Equity Portfolio, Class R6 (7.2%). Go to all NWISX holdings, NWISX sectors, or NWISX dividends.
NWISX can be compared against other funds. Use NWISX overlap to find shared positions, or NWISX vs another fund for a side-by-side view. NWISX alternatives are available via the screener, along with tax-loss harvesting opportunities.