NWEAX Mutual Fund

NWEAX Mutual Fund (Nationwide Destination Retirement Fund Class A) is managed by Nationwide with $5.2M in net assets. NWEAX expense ratio is 0.96%, holding 18 positions across sectors including Financials. Inception date: 2007-08-29.

NWEAX performance shows a YTD return of 3.50%. The 1-year return is 5.61% and the 5-year return is 3.73%. NWEAX dividend yield stands at 3.46%, paid quarterly.

NWEAX top holdings include Nationwide Bond Portfolio (38.4%), Nationwide Fundamental All Cap Equity Portfolio, Class R6 (13.3%), Nationwide Inflation-protected Securities Fund, Class R6 (6.0%), Nw Stra In Fd-R6 (5.8%), Nationwide International Equity Port R6 (5.4%). Go to all NWEAX holdings, NWEAX sectors, or NWEAX dividends.

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