Nasdaq - Delayed Quote USD

Nationwide Destination 2030 R (NWBIX)

7.45
-0.23
(-2.99%)
At close: 8:06:46 AM EDT
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  • Previous Close 7.68
  • YTD Return 0.39%
  • Expense Ratio 1.21%
  • Category Target-Date 2030
  • Last Cap Gain 10.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 193.51M
  • Beta (5Y Monthly) 0.99
  • Yield 2.83%
  • 5y Average Return --
  • Holdings Turnover 39.72%
  • Last Dividend 0.24
  • Inception Date Aug 29, 2007

The fund is a "fund of funds" that invests primarily in affiliated mutual funds representing a variety of asset classes. It invests in a professionally selected mix of different asset classes that is tailored for investors planning to retire in, or close to, the year 2030. The fund allocated approximately 37% of its net assets in U.S. stocks (including smaller company stocks), approximately 15% in international stocks, and approximately 48% in bonds.

Nationwide

Fund Family

Target-Date 2030

Fund Category

193.51M

Net Assets

2007-08-29

Inception Date

More about Nationwide Destination 2030 R

Performance Overview: NWBIX

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Trailing returns as of 4/4/2025. Category is Target-Date 2030.

YTD Return

NWBIX
0.39%
Category
7.97%
 

1-Year Return

NWBIX
4.42%
Category
25.53%
 

3-Year Return

NWBIX
3.18%
Category
11.28%
 

5-Year Return

NWBIX
8.85%
Category
10.98%
 

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Holdings: NWBIX

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Sector Weightings

SectorNWBIX
Technology   23.30%
Financial Services   17.18%
Industrials   12.31%
Consumer Cyclical   12.24%
Healthcare   10.46%
Communication Services   7.81%
Consumer Defensive   4.80%
Basic Materials   3.72%
Energy   2.78%
Real Estate   2.71%
Utilities   2.70%
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Recent News: NWBIX

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Research Reports: NWBIX

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LSHAX Kinetics Spin-Off and Corp Rest Adv A
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FGSAX Federated Hermes MDT Mid Cap Growth A
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ATHIX American Century Heritage I
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ATHGX American Century Heritage R5
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FGSCX Federated Hermes MDT Mid Cap Growth C
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ATHWX American Century Heritage R
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ACILX American Century Heritage G
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ATHAX American Century Heritage A
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23.33
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19.55
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CMNZX Columbia Minnesota Tax-Exempt Inst
19.56
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CNYRX Columbia Strat New York Muncpl Inc Inst2
26.03
+0.42%
 
CNYZX Columbia Strat New York Muncpl Inc Inst
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CCAZX Columbia Strat CA Muncpl Inc Inst
26.95
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CCXYX Columbia Strategic California Municipal Income Fund
27.09
+0.41%
 
GVEQX Government Street Equity
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CNTYX Columbia Strat New York Muncpl Inc Inst3
26.10
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LSGRX Loomis Sayles Growth Y
24.25
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LGRRX Loomis Sayles Growth Fund
21.61
+0.37%
 
LGRNX Loomis Sayles Growth Fund
24.34
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LGRCX Loomis Sayles Growth Fund
17.65
+0.34%
 
AULGX American Century Ultra R5
79.79
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AULNX American Century Ultra G
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23.91
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MXXIX Marsico Midcap Growth Focus Fund
44.21
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NELAX Nuveen Equity Long/Short A
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NELIX Nuveen Equity Long/Short I
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LIPKX BlackRock LifePath Index 2050 Fund
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LIVAX BlackRock LifePath Index 2055 Inv A
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CLDIX Calvert Core Bond I
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