NWWKX Mutual Fund

NWWKX Mutual Fund (Nationwide Investor Destinations Moderately Conservative Fund Institutional Service Class) is managed by Nationwide with $11.8M in net assets. NWWKX expense ratio is 0.60%, holding 21 positions across sectors including Financials. Inception date: 2014-03-03.

NWWKX performance shows a YTD return of 5.11%. The 1-year return is 11.60% and the 5-year return is 4.21%. NWWKX dividend yield stands at 4.75%, paid quarterly.

NWWKX top holdings include Nationwide Bond Portfolio (26.3%), Nationwide Loomis Short Term Bond Fund, Class R6 (10.5%), Nationwide International Equity Portfolio, Class R6 (8.1%), Nationwide Loomis Core Bond Fund, Class R6 (8.0%), Nationwide Fundamental All Cap Equity Portfolio, Class R6 (7.1%). Go to all NWWKX holdings, NWWKX sectors, or NWWKX dividends.

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