NWWVX Mutual Fund
NWWVX Mutual Fund
Nationwide Destination 2060 Fund Institutional Service Class
NWWVX Mutual Fund Overview
NWWVX Mutual Fund (Nationwide Destination 2060 Fund Institutional Service Class) is managed by Nationwide with $7.7M in net assets. NWWVX expense ratio is 0.71%, holding 12 positions across sectors including Other, Unknown, Financials. Inception date: 2014-11-28.
NWWVX performance shows a YTD return of 10.14%. The 1-year return is 21.60% and the 5-year return is 8.66%. NWWVX dividend yield stands at 8.26%, paid quarterly.
NWWVX top holdings include Nationwide Fundamental All Cap Equity Portfolio, Class R6 (27.3%), Nationwide International Index Fund, Class R6 (13.1%), The Bank Of Nova Scotia (12.6%), Nationwide U.S. 130/30 Equity Portfolio R6 (12.4%), Nationwide International Equity Portfolio, Class R6 (11.7%). View all NWWVX holdings, sector breakdown, or dividend history.
NWWVX can be compared against other funds using the overlap calculator or side-by-side comparison tool. NWWVX alternatives are available via the screener, along with tax-loss harvesting opportunities.