NWISX Mutual Fund

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 18 positions across sectors including Financials. Inception date: 2007-08-29.

NWISX performance shows a YTD return of 5.47%. The 1-year return is 8.32% and the 5-year return is -2.59%. NWISX dividend yield stands at 3.82%, paid quarterly.

NWISX 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 NWISX holdings, NWISX sectors, or NWISX dividends.

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