Nationwide Destination 2030 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 2030 Fund Institutional Service Class NWISX
- NAV / 1-Day Return 8.72 / −0.91 %
- Total Assets 189.5M
-
Adj. Expense Ratio
0.720%
- Expense Ratio 0.390%
- Distribution Fee Level High
- Share Class Type Institutional
- Category Target-Date 2030
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity Medium/Moderate
- Status Open
- TTM Yield 3.73%
- Turnover 40%
USD | NAV as of Jun 11, 2026 | 1-Day Return as of Jun 11, 2026, 12:11 AM GMT+0
Morningstar’s Analysis NWISX
Will NWISX 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 NWISX 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 NWISX’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 92.7
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Nationwide Bond Portfolio R6 | 31.15 | 58M | — |
Nationwide Fundamental All Cap Equity R6 | 17.70 | 33M | — |
Nationwide U.S. 130/30 Equity R6 | 7.20 | 13M | — |
Nationwide International Equity Port R6 | 7.19 | 13M | — |
Nationwide Large Cap Equity Portfolio | 7.17 | 13M | — |
Nationwide International Index R6 | 6.39 | 12M | — |
iShares Core MSCI Emerging Markets ETF | 4.63 | 9M | — |
Nationwide Strategic Income R6 | 4.27 | 8M | — |
Nationwide Inflation-Prot Secs R6 | 3.73 | 7M | — |
iShares Core S&P 500 ETF | 3.31 | 6M | — |
United States