NWLBX Mutual Fund

NWLBX Mutual Fund (Nationwide Destination 2035 Fund Class R) is managed by Nationwide with $60.0M in net assets. NWLBX expense ratio is 1.21%, holding 14 positions across sectors including Financials. Inception date: 2007-08-29.

NWLBX performance shows a YTD return of 6.36%. The 1-year return is 8.15% and the 5-year return is 5.37%. NWLBX dividend yield stands at 3.47%, paid quarterly.

NWLBX top holdings include Nationwide Bond Portfolio (25.2%), Nationwide Fundamental All Cap Equity Portfolio, Class R6 (20.7%), Nationwide Large Cap Equity Portfolio (8.6%), Nationwide U.S. 130/30 Equity Portfolio R6 (8.6%), Nationwide International Equity Port R6 (8.3%). Go to all NWLBX holdings, NWLBX sectors, or NWLBX dividends.

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