NWOBX Mutual Fund

NWOBX Mutual Fund (Nationwide Destination 2050 Fund Class R) is managed by Nationwide with $35.3M in net assets. NWOBX expense ratio is 1.21%, holding 16 positions across sectors including Financials. Inception date: 2007-08-29.

NWOBX performance shows a YTD return of 10.49%. The 1-year return is 14.46% and the 5-year return is 7.99%. NWOBX dividend yield stands at 3.71%.

NWOBX top holdings include Nationwide Fundamental All Cap Equity Portfolio, Class R6 (27.2%), Nationwide International Index Fund, Class R6 (12.3%), Nationwide U.S. 130/30 Equity Portfolio R6 (11.9%), Nationwide Large Cap Equity Portfolio (11.8%), Nationwide International Equity Port R6 (11.0%). Go to all NWOBX holdings, NWOBX sectors, or NWOBX dividends.

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