NWWRX Mutual Fund
NWWRX Mutual Fund
NWWRX Mutual Fund
Nationwide Destination 2060 Fund Class A
NWWRX Mutual Fund Overview
NWWRX Mutual Fund (Nationwide Destination 2060 Fund Class A) is managed by Nationwide with $6.5M in net assets. NWWRX expense ratio is 0.96%, holding 12 positions across sectors including Financials. Inception date: 2014-11-28.
NWWRX performance shows a YTD return of 10.41%. The 1-year return is 20.95% and the 5-year return is 8.53%. NWWRX dividend yield stands at 7.89%, paid quarterly.
NWWRX top holdings include Nationwide Fundamental All Cap Equity Portfolio, Class R6 (27.4%), Nationwide International Index Fund, Class R6 (13.0%), Nationwide U.S. 130/30 Equity Portfolio R6 (12.7%), Nationwide Large Cap Equity Portfolio, Class R6 (12.6%), Nationwide International Equity Portfolio, Class R6 (11.5%). Go to all NWWRX holdings, NWWRX sectors, or NWWRX dividends.
NWWRX can be compared against other funds. Use NWWRX overlap to find shared positions, or NWWRX vs another fund for a side-by-side view. NWWRX alternatives are available via the screener, along with tax-loss harvesting opportunities.