NWESX Mutual Fund
NWESX Mutual Fund
Nationwide Destination Retirement Fund Institutional Service Class
NWESX Mutual Fund Overview
NWESX Mutual Fund (Nationwide Destination Retirement Fund Institutional Service Class) is managed by Nationwide with $25.9M in net assets. NWESX expense ratio is 0.71%, holding 16 positions across sectors including Other, Unknown, Financials. Inception date: 2007-08-29.
NWESX performance shows a YTD return of 4.68%. The 1-year return is 11.10% and the 5-year return is 4.10%. NWESX dividend yield stands at 3.71%, paid quarterly.
NWESX top holdings include Nationwide Bond Portfolio (38.6%), Nationwide Fundamental All Cap Equity Portfolio, Class R6 (13.3%), Nationwide Inflation-protected Securities Fund, Class R6 (6.0%), Nw Stra In Fd-R6 (5.8%), Nationwide U.S. 130/30 Equity Portfolio R6 (5.3%). View all NWESX holdings, sector breakdown, or dividend history.
NWESX can be compared against other funds using the overlap calculator or side-by-side comparison tool. NWESX alternatives are available via the screener, along with tax-loss harvesting opportunities.