NWLBX Mutual Fund
NWLBX Mutual Fund
Nationwide Destination 2035 Fund Class R
NWLBX Mutual Fund Overview
NWLBX Mutual Fund (Nationwide Destination 2035 Fund Class R) is managed by Nationwide with $60.0M in net assets. NWLBX expense ratio is 1.21%, holding 16 positions across sectors including Other, Unknown, Financials. Inception date: 2007-08-29.
NWLBX performance shows a YTD return of 7.17%. The 1-year return is 15.82% and the 5-year return is 6.00%. NWLBX dividend yield stands at 7.58%, paid quarterly.
NWLBX top holdings include Nationwide Bond Portfolio (24.9%), Nationwide Fundamental All Cap Equity Portfolio, Class R6 (20.6%), Nationwide U.S. 130/30 Equity Portfolio R6 (8.8%), Sold TWD Bought USD 20251020 (8.7%), Nationwide International Index Fund, Class R6 (8.5%). View all NWLBX holdings, sector breakdown, or dividend history.
NWLBX can be compared against other funds using the overlap calculator or side-by-side comparison tool. NWLBX alternatives are available via the screener, along with tax-loss harvesting opportunities.