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Nasdaq - Delayed Quote USD

Nationwide Destination 2060 A (NWWRX)

11.03
+0.02
+(0.18%)
At close: 8:01:47 PM EDT
Loading Chart for NWWRX
  • Previous Close 11.01
  • YTD Return -1.13%
  • Expense Ratio 0.96%
  • Category Target-Date 2060+
  • Last Cap Gain 9.00
  • Morningstar Rating
  • Morningstar Risk Rating --
  • Sustainability Rating
  • Net Assets 56M
  • Beta (5Y Monthly) 1.30
  • Yield 2.15%
  • 5y Average Return --
  • Holdings Turnover 49.06%
  • Last Dividend 0.27
  • Inception Date Nov 28, 2014

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 2060. The fund allocated approximately 64% of its net assets in U.S. stocks (including smaller company stocks), approximately 26% in international stocks, and approximately 10% in bonds.

Nationwide

Fund Family

Target-Date 2060+

Fund Category

56M

Net Assets

2014-11-28

Inception Date

Performance Overview: NWWRX

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Trailing returns as of 4/15/2025. Category is Target-Date 2060+.

YTD Return

NWWRX
1.13%
Category
6.10%
 

1-Year Return

NWWRX
4.07%
Category
14.41%
 

3-Year Return

NWWRX
5.10%
Category
4.94%
 

5-Year Return

NWWRX
13.54%
Category
9.53%
 

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Holdings: NWWRX

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Sector Weightings

SectorNWWRX
Technology   22.68%
Industrials   12.68%
Healthcare   10.44%
Real Estate   2.92%
Energy   2.87%
Utilities   2.70%

Recent News: NWWRX

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Research Reports: NWWRX

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