Nationwide Destination 2070 Instl Svc 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.
Nationwide Destination 2070 Fund Institutional Service Class NWBDX
- NAV / 1-Day Return 12.33 / +2.41 %
- Total Assets 1.5M
-
Adj. Expense Ratio
0.730%
- Expense Ratio 0.410%
- Distribution Fee Level High
- Share Class Type Institutional
- Category Target-Date 2070+
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity —
- Status Open
- TTM Yield 4.02%
- Turnover 19%
USD | NAV as of Jun 12, 2026 | 1-Day Return as of Jun 12, 2026, 12:11 AM GMT+0
Morningstar’s Analysis NWBDX
Will NWBDX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the NWBDX 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 NWBDX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 100.2
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Nationwide Fundamental All Cap Equity R6 | 27.58 | 413,891 | — |
Nationwide International Index R6 | 13.10 | 196,604 | — |
Nationwide Large Cap Equity Portfolio | 12.87 | 193,164 | — |
Nationwide U.S. 130/30 Equity R6 | 12.38 | 185,837 | — |
Nationwide International Equity Port R6 | 11.55 | 173,425 | — |
iShares Core MSCI Emerging Markets ETF | 9.96 | 149,523 | — |
Nationwide Bond Portfolio R6 | 4.41 | 66,202 | — |
Nationwide Small Cap Index R6 | 3.27 | 49,154 | — |
iShares Core S&P 500 ETF | 2.93 | 44,046 | — |
JPMorgan Equity Premium Income ETF | 2.10 | 31,559 | — |
United States