NWWTX Mutual Fund
NWWTX Mutual Fund
Nationwide Destination 2060 Fund Class R
NWWTX Mutual Fund Overview
NWWTX Mutual Fund (Nationwide Destination 2060 Fund Class R) is managed by Nationwide with $2.2M in net assets. NWWTX expense ratio is 1.21%, holding 12 positions across sectors including Other, Unknown, Financials. Inception date: 2014-11-28.
NWWTX performance shows a YTD return of 9.87%. The 1-year return is 20.96% and the 5-year return is 8.10%. NWWTX dividend yield stands at 7.99%, paid quarterly.
NWWTX top holdings include Nationwide Fundamental All Cap Equity Portfolio, Class R6 (27.3%), Nationwide International Index Fund, Class R6 (13.1%), Merrill Lynch Mortgage Investors Trust 4.882% 09/25/2035 4.882 2035-09-25 (12.6%), Nationwide U.S. 130/30 Equity Portfolio R6 (12.4%), Nationwide International Equity Portfolio, Class R6 (11.7%). View all NWWTX holdings, sector breakdown, or dividend history.
NWWTX can be compared against other funds using the overlap calculator or side-by-side comparison tool. NWWTX alternatives are available via the screener, along with tax-loss harvesting opportunities.