NWWVX Mutual Fund

NWWVX Mutual Fund (Nationwide Destination 2060 Fund Institutional Service Class) is managed by Nationwide with $7.7M in net assets. NWWVX expense ratio is 0.71%, holding 12 positions across sectors including Financials. Inception date: 2014-11-28.

NWWVX performance shows a YTD return of 10.53%. The 1-year return is 21.16% and the 5-year return is 8.62%. NWWVX dividend yield stands at 8.23%, paid quarterly.

NWWVX top holdings include Nationwide Fundamental All Cap Equity Portfolio, Class R6 (27.3%), Nationwide International Index Fund, Class R6 (13.1%), The Bank Of Nova Scotia (12.6%), Nationwide U.S. 130/30 Equity Portfolio R6 (12.4%), Nationwide International Equity Portfolio, Class R6 (11.7%). Go to all NWWVX holdings, NWWVX sectors, or NWWVX dividends.

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