Skip to Content

Nationwide Destination 2025 R NWHBX

Medalist Rating as of | See Nationwide Investment Hub
  • NAV / 1-Day Return 8.24  /  +0.49 %
  • Total Assets 159.8 Mil
  • Adj. Expense Ratio
    1.190%
  • Expense Ratio 1.190%
  • Distribution Fee Level High
  • Share Class Type Retirement, Medium
  • Category Target-Date 2025
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity
  • Status Open
  • TTM Yield 2.70%
  • Turnover 30%

USD | NAV as of Mar 02, 2024 | 1-Day Return as of Mar 02, 2024, 12:08 AM GMT+0

Morningstar’s Analysis NWHBX

Will NWHBX outperform in future?

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

Weakness in Nationwide Destination 2025 R's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings NWHBX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 92.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Nationwide Bond Portfolio R6

42.78 68.3 Mil

Nationwide Multi-Cap Portfolio R6

13.46 21.5 Mil

Nationwide International Index R6

8.95 14.3 Mil

FIDELITY GOVERNMENT PORTFOLIO - INST SHARES - FUND

7.29 11.6 Mil
Cash and Equivalents

Nationwide U.S. 130/30 Equity R6

6.14 9.8 Mil

Nationwide Inflation-Prot Secs R6

6.01 9.6 Mil

Nationwide Amundi Strat Inc R6

5.43 8.7 Mil

Nationwide Fundamental All Cap Equity R6

3.40 5.4 Mil

iShares Core MSCI Emerging Markets ETF

2.57 4.1 Mil

iShares 20+ Year Treasury Bond ETF

1.91 3.0 Mil