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Nationwide Destination 2030 Instl Svc NWISX

Medalist Rating as of | See Nationwide Investment Hub
  • NAV / 1-Day Return 8.65  /  −0.57 %
  • Total Assets 212.6 Mil
  • Adj. Expense Ratio
    0.690%
  • Expense Ratio 0.690%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Target-Date 2030
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity
  • Status Open
  • TTM Yield 2.57%
  • Turnover 34%

USD | NAV as of Jul 19, 2024 | 1-Day Return as of Jul 19, 2024, 10:17 PM GMT+0

Morningstar’s Analysis NWISX

Will NWISX outperform in future?

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

Weakness in Nationwide Destination 2030 Instl Svc's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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Portfolio Holdings NWISX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 95.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Nationwide Bond Portfolio R6

34.50 71.8 Mil

Nationwide Fundamental All Cap Equity R6

23.59 49.1 Mil

Nationwide International Index R6

12.69 26.4 Mil

Nationwide U.S. 130/30 Equity R6

8.61 17.9 Mil

FIDELITY GOVERNMENT PORTFOLIO - INST SHARES - FUND

4.23 8.8 Mil
Cash and Equivalents

Nationwide Amundi Strat Inc R6

3.93 8.2 Mil

iShares Core MSCI Emerging Markets ETF

3.87 8.1 Mil

Nationwide Mid Cap Market Idx R6

2.90 6.0 Mil

Nationwide Inflation-Prot Secs R6

2.83 5.9 Mil

iShares 20+ Year Treasury Bond ETF

1.54 3.2 Mil