NWWKX Mutual Fund
NWWKX Mutual Fund
Nationwide Investor Destinations Moderately Conservative Fund Institutional Service Class
NWWKX Mutual Fund Overview
NWWKX Mutual Fund (Nationwide Investor Destinations Moderately Conservative Fund Institutional Service Class) is managed by Nationwide with $11.8M in net assets. NWWKX expense ratio is 0.60%, holding 21 positions across sectors including Other, Unknown, Financials. Inception date: 2014-03-03.
NWWKX performance shows a YTD return of 5.51%. The 1-year return is 12.25% and the 5-year return is 4.45%. NWWKX dividend yield stands at 4.73%, paid quarterly.
NWWKX top holdings include Nationwide Bond Portfolio (26.3%), Nationwide Loomis Short Term Bond Fund, Class R6 (10.5%), Nationwide International Equity Portfolio, Class R6 (8.1%), Nationwide Loomis Core Bond Fund, Class R6 (8.0%), Nationwide Fundamental All Cap Equity Portfolio, Class R6 (7.1%). View all NWWKX holdings, sector breakdown, or dividend history.
NWWKX can be compared against other funds using the overlap calculator or side-by-side comparison tool. NWWKX alternatives are available via the screener, along with tax-loss harvesting opportunities.