NWBDX Mutual Fund

NWBDX Mutual Fund (Nationwide Destination 2070 Fund Institutional Service Class) is managed by Nationwide. NWBDX expense ratio is 0.67%, holding 11 positions across sectors including Financials. Inception date: 2025-03-07.

NWBDX performance shows a YTD return of 11.79%. The 1-year return is 16.01%. NWBDX dividend yield stands at 3.94%, paid quarterly.

NWBDX top holdings include Nationwide Fundamental All Cap Equity Portfolio, Class R6 (27.6%), Nationwide International Index Fund, Class R6 (13.1%), Nationwide Large Cap Equity Portfolio (12.9%), Nationwide U.S. 130/30 Equity Portfolio R6 (12.6%), Nationwide International Equity Port R6 (11.6%). Go to all NWBDX holdings, NWBDX sectors, or NWBDX dividends.

NWBDX can be compared against other funds. Use NWBDX overlap to find shared positions, or NWBDX vs another fund for a side-by-side view. NWBDX alternatives are available via the screener, along with tax-loss harvesting opportunities.