NWBIX Mutual Fund
NWBIX Mutual Fund
Nationwide Destination 2030 Fund Class R
NWBIX Mutual Fund Overview
NWBIX Mutual Fund (Nationwide Destination 2030 Fund Class R) is managed by Nationwide. NWBIX expense ratio is 1.21%, holding 17 positions across sectors including Other, Unknown, Financials. Inception date: 2007-08-29.
NWBIX performance shows a YTD return of 5.77%. The 1-year return is 13.24% and the 5-year return is 4.96%. NWBIX dividend yield stands at 6.77%, paid quarterly.
NWBIX top holdings include Nationwide Bond Portfolio (31.1%), Nationwide Fundamental All Cap Equity Portfolio, Class R6 (17.4%), Nationwide International Equity Portfolio, Class R6 (7.4%), Nationwide U.S. 130/30 Equity Portfolio R6 (7.3%), Ball Corp. 3.125% 9/15/2031 (7.2%). View all NWBIX holdings, sector breakdown, or dividend history.
NWBIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. NWBIX alternatives are available via the screener, along with tax-loss harvesting opportunities.