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Nationwide Destination 2035 R (NWLBX)

8.18
-0.30
(-3.54%)
At close: 8:06:46 AM EDT
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  • Previous Close 8.48
  • YTD Return -0.12%
  • Expense Ratio 1.21%
  • Category Target-Date 2035
  • Last Cap Gain 14.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 191.3M
  • Beta (5Y Monthly) 1.11
  • Yield 2.55%
  • 5y Average Return --
  • Holdings Turnover 42.20%
  • 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 2035. The fund allocates approximately 45% of its net assets in U.S. stocks (including smaller company stocks), approximately 19% in international stocks, and approximately 36% in bonds (including mortgage-backed and asset-backed securities).

Nationwide

Fund Family

Target-Date 2035

Fund Category

191.3M

Net Assets

2007-08-29

Inception Date

More about Nationwide Destination 2035 R

Performance Overview: NWLBX

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Trailing returns as of 4/4/2025. Category is Target-Date 2035.

YTD Return

NWLBX
0.12%
Category
9.49%
 

1-Year Return

NWLBX
4.19%
Category
29.95%
 

3-Year Return

NWLBX
3.71%
Category
12.29%
 

5-Year Return

NWLBX
10.52%
Category
12.13%
 

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Holdings: NWLBX

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Sector Weightings

SectorNWLBX
Technology   22.98%
Financial Services   17.26%
Industrials   12.47%
Consumer Cyclical   12.24%
Healthcare   10.50%
Communication Services   7.64%
Consumer Defensive   4.77%
Basic Materials   3.77%
Energy   2.84%
Real Estate   2.83%
Utilities   2.70%
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Recent News: NWLBX

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Research Reports: NWLBX

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Top Mutual Funds

LSHEX Kinetics Spin-Off and Corp Rest No Load
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LSHAX Kinetics Spin-Off and Corp Rest Adv A
32.27
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LSHUX Kinetics Spin-Off and Corp Rest Instl
32.52
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LSHCX Kinetics Spin-Off and Corp Rest Adv C
28.95
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RYGBX Rydex Government Long Bd 1.2x Strat Inv
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NEAIX Needham Aggressive Growth Institutional
38.88
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FTXFX FullerThaler Behavioral Sm-Cp Gr R6
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NEAGX Needham Aggressive Growth Retail
36.77
+0.66%
 
MFOCX Marsico Focus
24.23
+0.62%
 
ELCIX Eaton Vance Growth Fund
36.69
+0.60%
 
FGSAX Federated Hermes MDT Mid Cap Growth A
48.36
+0.54%
 
ATHIX American Century Heritage I
22.62
+0.53%
 
ATHGX American Century Heritage R5
22.63
+0.53%
 
FGSCX Federated Hermes MDT Mid Cap Growth C
21.08
+0.52%
 
FGSIX Federated Hermes MDT Mid Cap Growth IS
51.92
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FGSKX Federated Hermes MDT Mid Cap Growth R6
44.43
+0.52%
 
ATHDX American Century Heritage R6
23.33
+0.52%
 
TWHIX American Century Heritage Fund
19.65
+0.51%
 
ATHWX American Century Heritage R
15.83
+0.51%
 
ACILX American Century Heritage G
23.85
+0.51%
 
ATHAX American Century Heritage A
16.16
+0.50%
 
ATHYX American Century Heritage Y
23.33
+0.47%
 
CADOX Columbia Minnesota Tax-Exempt Inst2
19.55
+0.46%
 
CMNZX Columbia Minnesota Tax-Exempt Inst
19.56
+0.46%
 
CNYRX Columbia Strat New York Muncpl Inc Inst2
26.03
+0.42%
 
CNYZX Columbia Strat New York Muncpl Inc Inst
26.09
+0.42%
 
CCAZX Columbia Strat CA Muncpl Inc Inst
26.95
+0.41%
 
CCXYX Columbia Strategic California Municipal Income Fund
27.09
+0.41%
 
GVEQX Government Street Equity
108.92
+0.41%
 
CNTYX Columbia Strat New York Muncpl Inc Inst3
26.10
+0.38%
 
LSGRX Loomis Sayles Growth Y
24.25
+0.37%
 
LGRRX Loomis Sayles Growth Fund
21.61
+0.37%
 
LGRNX Loomis Sayles Growth Fund
24.34
+0.37%
 
LGRCX Loomis Sayles Growth Fund
17.65
+0.34%
 
AULGX American Century Ultra R5
79.79
+0.30%
 
AULNX American Century Ultra G
83.86
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AULYX American Century Ultra Y
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TWCUX American Century Ultra Fund
74.75
+0.30%
 
LCGFX William Blair Large Cap Growth I
23.92
+0.29%
 
TWUAX American Century Ultra Fund
68.66
+0.29%
 
TWUIX American Century Ultra Fund
79.71
+0.29%
 
AULDX American Century Ultra R6
80.70
+0.29%
 
RCMFX Schwartz Value Focused
51.04
+0.28%
 
LCGJX William Blair Large Cap Growth R6
23.91
+0.25%
 
MXXIX Marsico Midcap Growth Focus Fund
44.21
+0.25%
 
WGMCX Wasatch Ultra Growth Institutional
26.55
+0.23%
 
NELAX Nuveen Equity Long/Short A
51.41
+0.21%
 
NELIX Nuveen Equity Long/Short I
53.65
+0.21%
 
FTZAX FullerThaler Behvrll Uncnstd Eq A
44.72
+0.20%
 
AVEMX Ave Maria Value
25.17
+0.20%
 
TWGIX American Century Growth Fund
48.38
+0.17%
 
AGRDX American Century Growth R6
48.65
+0.16%
 
QKACX Federated Hermes MDT All Cap Core R6
39.11
+0.15%
 
QAACX Federated Hermes MDT All Cap Core A
39.32
+0.15%
 
QIACX Federated Hermes MDT All Cap Core IS
40.23
+0.15%
 
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34.45
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CNFRX Columbia Bond Inst2
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+0.13%
 
CNDAX Columbia Bond A
30.05
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UMMDX Columbia Bond Fund - S
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UMMGX Columbia Bond Fund
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CBFYX Columbia Bond Inst3
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GMODX GMO Opportunistic Income Fund
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JIMEX Johnson Institutional Intermediate Bd F
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CLDAX Calvert Core Bond A
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CLDRX Calvert Core Bond Income R6
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GIUSX Guggenheim Core Bond Fund Institutional
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PWTAX UBS US Allocation A
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PWTYX UBS US Allocation P
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EXTGX Eaton Vance Tx-Mgd Growth 1.2 A
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EITMX Eaton Vance Tax Managed Growth 1.1 Fund
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ETTGX Eaton Vance Tx-Mgd Growth 1.1 A
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LIVPX BlackRock LifePath Index 2055 Inv P
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LIPPX BlackRock LifePath Index 2050 Fund
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BTMKX iShares MSCI EAFE Intl Idx K
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BSPSX iShares S&P 500 Index Service
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LIHKX BlackRock LifePath Index 2045 Fund
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GIBAX Guggenheim Total Return Bond A
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GIBIX Guggenheim Total Return Bond Instl
24.00
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LIPIX BlackRock LifePath Index 2050 Fund
21.11
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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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SIUPX Guggenheim Core Bond Fund P
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CLDIX Calvert Core Bond I
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SDIVX Stock Dividend
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LIVKX BlackRock LifePath Index 2055 K
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