Morningstar

Nationwide Destination 2030 Fund Class A NWIAX

Morningstar Medalist Rating
Medalist Rating as of | See Nationwide Investment Hub
  • NAV / 1-Day Return 8.87  /  +0.57 %
  • Total Assets 192.0M
  • Adj. Expense Ratio
    0.970%
  • Expense Ratio 0.620%
  • Distribution Fee Level High
  • Share Class Type Front Load
  • Category Target-Date 2030
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 3.57%
  • Turnover 40%

USD | NAV as of Jul 10, 2026 | 1-Day Return as of Jul 10, 2026, 12:11 AM GMT+0

Morningstar’s Analysis NWIAX

Will NWIAX 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 NWIAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the NWIAX 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 NWIAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Nationwide Destination 2030 A 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
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Portfolio Holdings NWIAX

More NWIAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 92.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Nationwide Bond Portfolio R6

31.08 60M
—

Nationwide Fundamental All Cap Equity R6

17.69 34M
—

Nationwide U.S. 130/30 Equity R6

7.29 14M
—

Nationwide Large Cap Equity Portfolio

7.27 14M
—

Nationwide International Equity Port R6

7.25 14M
—

Nationwide International Index R6

6.38 12M
—

iShares Core MSCI Emerging Markets ETF

4.64 9M
—

Nationwide Strategic Income R6

4.20 8M
—

Nationwide Inflation-Prot Secs R6

3.65 7M
—

iShares Core S&P 500 ETF

3.38 6M
—

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