Nationwide Destination Ret R 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 Retirement Fund Class R NWEBX
- NAV / 1-Day Return 7.79 / +0.26 %
- Total Assets 203.7M
-
Adj. Expense Ratio
1.210%
- Expense Ratio 0.880%
- Distribution Fee Level High
- Share Class Type Retirement, Medium
- Category Target-Date Retirement
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity Medium/Moderate
- Status Open
- TTM Yield 3.21%
- Turnover 32%
USD | NAV as of Jun 12, 2026 | 1-Day Return as of Jun 12, 2026, 11:34 PM GMT+0
Morningstar’s Analysis NWEBX
Will NWEBX 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 NWEBX 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 NWEBX’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 91.4
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Nationwide Bond Portfolio R6 | 38.11 | 78M | — |
Nationwide Fundamental All Cap Equity R6 | 13.51 | 28M | — |
Nationwide Inflation-Prot Secs R6 | 5.77 | 12M | — |
Nationwide Strategic Income R6 | 5.62 | 11M | — |
Nationwide U.S. 130/30 Equity R6 | 5.49 | 11M | — |
Nationwide Large Cap Equity Portfolio | 5.47 | 11M | — |
Nationwide International Equity Port R6 | 5.46 | 11M | — |
Nationwide International Index R6 | 5.25 | 11M | — |
iShares Core S&P 500 ETF | 3.36 | 7M | — |
Nationwide Loomis Short Term Bd R6 | 3.35 | 7M | — |
United States