NWBIX Mutual Fund

NWBIX Mutual Fund (Nationwide Destination 2030 Fund Class R) is managed by Nationwide. NWBIX expense ratio is 1.21%, holding 18 positions across sectors including Financials. Inception date: 2007-08-29.

NWBIX performance shows a YTD return of 4.83%. The 1-year return is 0.70% and the 5-year return is -2.70%. NWBIX dividend yield stands at 3.39%.

NWBIX top holdings include Nationwide Bond Portfolio (31.8%), Nationwide Fundamental All Cap Equity Portfolio, Class R6 (17.2%), Nationwide International Equity Port R6 (7.0%), Nationwide U.S. 130/30 Equity Portfolio R6 (7.0%), Nationwide Large Cap Equity Portfolio (7.0%). Go to all NWBIX holdings, NWBIX sectors, or NWBIX dividends.

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