Morningstar

Nationwide Destination 2065 Fund Institutional Service Class NWATX

Morningstar Medalist Rating
Medalist Rating as of | See Nationwide Investment Hub
  • NAV / 1-Day Return 15.43  /  −0.96 %
  • Total Assets 16.7M
  • Adj. Expense Ratio
    0.720%
  • Expense Ratio 0.390%
  • Distribution Fee Level High
  • Share Class Type Retirement, Large
  • Category Target-Date 2065
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 3.93%
  • Turnover 59%

USD | NAV as of Jul 14, 2026 | 1-Day Return as of Jul 14, 2026, 12:11 AM GMT+0

Morningstar’s Analysis NWATX

Will NWATX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable NWATX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the NWATX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of NWATX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Nationwide Destination 2065 Instl Sv holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings NWATX

More NWATX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 99.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Nationwide Fundamental All Cap Equity R6

27.38 4M
—

Nationwide Large Cap Equity Portfolio

13.04 2M
—

Nationwide International Index R6

13.01 2M
—

Nationwide U.S. 130/30 Equity R6

12.43 2M
—

Nationwide International Equity Port R6

11.55 2M
—

iShares Core MSCI Emerging Markets ETF

9.41 2M
—

Nationwide Bond Portfolio R6

4.84 784,881
—

Nationwide Small Cap Index R6

3.22 521,727
—

iShares Core S&P 500 ETF

3.07 497,833
—

JPMorgan Equity Premium Income ETF

1.95 316,626
—

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