NWWRX Mutual Fund

NWWRX Mutual Fund (Nationwide Destination 2060 Fund Class A) is managed by Nationwide with $6.5M in net assets. NWWRX expense ratio is 0.96%, holding 14 positions across sectors including Financials. Inception date: 2014-11-28.

NWWRX performance shows a YTD return of 11.36%. The 1-year return is 15.42% and the 5-year return is 8.41%. NWWRX dividend yield stands at 7.90%, paid quarterly.

NWWRX top holdings include Nationwide Fundamental All Cap Equity Portfolio, Class R6 (27.4%), Nationwide International Index Fund, Class R6 (13.1%), Nationwide Large Cap Equity Portfolio (12.6%), Nationwide U.S. 130/30 Equity Portfolio R6 (12.4%), Nationwide International Equity Port R6 (11.6%). Go to all NWWRX holdings, NWWRX sectors, or NWWRX dividends.

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