Nasdaq - Delayed Quote USD

Nationwide Destination 2030 R (NWBIX)

7.96
+0.09
+(1.14%)
At close: 8:01:47 PM EDT
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  • Previous Close 7.87
  • YTD Return 0.90%
  • Expense Ratio 1.21%
  • Category Target-Date 2030
  • Last Cap Gain 10.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 191.89M
  • Beta (5Y Monthly) 0.98
  • Yield 2.81%
  • 5y Average Return --
  • Holdings Turnover 39.72%
  • Last Dividend 0.24
  • Inception Date Aug 29, 2007

The fund is a "fund of funds" that invests primarily in affiliated mutual funds representing a variety of asset classes. It invests in a professionally selected mix of different asset classes that is tailored for investors planning to retire in, or close to, the year 2030. The fund allocated approximately 37% of its net assets in U.S. stocks (including smaller company stocks), approximately 15% in international stocks, and approximately 48% in bonds.

Nationwide

Fund Family

Target-Date 2030

Fund Category

191.89M

Net Assets

2007-08-29

Inception Date

More about Nationwide Destination 2030 R

Performance Overview: NWBIX

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Trailing returns as of 5/9/2025. Category is Target-Date 2030.

YTD Return

NWBIX
0.90%
Category
7.97%
 

1-Year Return

NWBIX
8.57%
Category
25.53%
 

3-Year Return

NWBIX
5.66%
Category
11.28%
 

5-Year Return

NWBIX
7.30%
Category
10.98%
 

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Holdings: NWBIX

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Sector Weightings

SectorNWBIX
Technology   23.14%
Financial Services   18.72%
Industrials   12.28%
Consumer Cyclical   11.23%
Healthcare   10.22%
Communication Services   7.95%
Consumer Defensive   4.64%
Basic Materials   3.58%
Utilities   2.85%
Energy   2.74%
Real Estate   2.64%
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Recent News: NWBIX

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Research Reports: NWBIX

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