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Nasdaq - Delayed Quote USD

Nationwide Destination 2035 Instl Svc (NWLSX)

8.80
-0.12
(-1.35%)
At close: 8:02:01 PM EDT
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  • Previous Close 8.92
  • YTD Return 2.73%
  • Expense Ratio 0.71%
  • Category Target-Date 2035
  • Last Cap Gain 14.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 199.37M
  • Beta (5Y Monthly) 1.10
  • Yield 2.88%
  • 5y Average Return --
  • Holdings Turnover 42.20%
  • Last Dividend 0.29
  • 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

199.37M

Net Assets

2007-08-29

Inception Date

More about Nationwide Destination 2035 Instl Svc

Performance Overview: NWLSX

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Trailing returns as of 3/7/2025. Category is Target-Date 2035.

YTD Return

NWLSX
2.73%
Category
9.49%
 

1-Year Return

NWLSX
10.69%
Category
29.95%
 

3-Year Return

NWLSX
5.25%
Category
12.29%
 

5-Year Return

NWLSX
8.35%
Category
12.13%
 

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Holdings: NWLSX

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Sector Weightings

SectorNWLSX
Technology   23.74%
Financial Services   16.84%
Industrials   12.62%
Consumer Cyclical   12.06%
Healthcare   10.04%
Communication Services   7.13%
Consumer Defensive   4.80%
Basic Materials   3.71%
Utilities   3.11%
Energy   3.02%
Real Estate   2.93%
View More

Recent News: NWLSX

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Research Reports: NWLSX

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CLDIX Calvert Core Bond I
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SIUPX Guggenheim Core Bond Fund P
16.41
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GIBAX Guggenheim Total Return Bond A
23.90
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GIBIX Guggenheim Total Return Bond Instl
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CTIVX Columbia Strategic Income Inst2
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