Morningstar

Nationwide Destination 2030 Fund Class R6 NWIIX

Morningstar Medalist Rating
Medalist Rating as of | See Nationwide Investment Hub
  • NAV / 1-Day Return 8.96  /  +0.56 %
  • Total Assets 190.5M
  • Adj. Expense Ratio
    0.470%
  • Expense Ratio 0.140%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Large
  • Category Target-Date 2030
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 3.97%
  • Turnover 40%

USD | NAV as of Jul 22, 2026 | 1-Day Return as of Jul 22, 2026, 12:11 AM GMT+0

Morningstar’s Analysis NWIIX

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

  • People Pillar

    The People Pillar is our evaluation of the NWIIX 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 NWIIX’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 R6 holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings NWIIX

More NWIIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 94.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Nationwide Bond Portfolio R6

31.46 61M
—

Nationwide Fundamental All Cap Equity R6

17.51 34M
—

Nationwide International Equity Port R6

7.07 14M
—

Nationwide Large Cap Equity Portfolio

7.04 14M
—

Nationwide U.S. 130/30 Equity R6

7.03 14M
—

Nationwide International Index R6

6.31 12M
—

iShares Core S&P 500 ETF

5.28 10M
—

Nationwide Strategic Income R6

4.40 8M
—

iShares Core MSCI Emerging Markets ETF

4.39 8M
—

Nationwide Inflation-Prot Secs R6

3.90 8M
—

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