NWOBX Mutual Fund
NWOBX Mutual Fund
Nationwide Destination 2050 Fund Class R
NWOBX Mutual Fund Overview
NWOBX Mutual Fund (Nationwide Destination 2050 Fund Class R) is managed by Nationwide with $35.3M in net assets. NWOBX expense ratio is 1.21%, holding 14 positions across sectors including Other, Unknown, Financials. Inception date: 2007-08-29.
NWOBX performance shows a YTD return of 9.49%. The 1-year return is 20.37% and the 5-year return is 7.99%. NWOBX dividend yield stands at 8.22%, paid quarterly.
NWOBX top holdings include Nationwide Fundamental All Cap Equity Portfolio, Class R6 (27.1%), Nationwide International Index Fund, Class R6 (12.4%), Nationwide U.S. 130/30 Equity Portfolio R6 (11.9%), Forward Foreign Currency Contract (11.9%), Nationwide International Equity Portfolio, Class R6 (11.3%). View all NWOBX holdings, sector breakdown, or dividend history.
NWOBX can be compared against other funds using the overlap calculator or side-by-side comparison tool. NWOBX alternatives are available via the screener, along with tax-loss harvesting opportunities.