NWISX Mutual Fund
NWISX Mutual Fund
Nationwide Destination 2030 Fund Institutional Service Class
NWISX Mutual Fund Overview
NWISX Mutual Fund (Nationwide Destination 2030 Fund Institutional Service Class) is managed by Nationwide with $124.8M in net assets. NWISX expense ratio is 0.71%, holding 17 positions across sectors including Other, Unknown, Financials. Inception date: 2007-08-29.
NWISX performance shows a YTD return of 6.06%. The 1-year return is 13.85% and the 5-year return is 5.47%. NWISX dividend yield stands at 7.14%, paid quarterly.
NWISX top holdings include Nationwide Bond Portfolio (31.1%), Nationwide Fundamental All Cap Equity Portfolio, Class R6 (17.4%), Nationwide International Equity Portfolio, Class R6 (7.4%), Nationwide U.S. 130/30 Equity Portfolio R6 (7.3%), Republica Federativa Do Brasil (7.2%). View all NWISX holdings, sector breakdown, or dividend history.
NWISX can be compared against other funds using the overlap calculator or side-by-side comparison tool. NWISX alternatives are available via the screener, along with tax-loss harvesting opportunities.