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Nationwide Destination 2035 R NWLBX

Medalist Rating as of | See Nationwide Investment Hub
  • NAV / 1-Day Return 9.15  /  +0.11 %
  • Total Assets 194.6 Mil
  • Adj. Expense Ratio
    1.150%
  • Expense Ratio 1.150%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Medium
  • Category Target-Date 2035
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity
  • Status Open
  • TTM Yield 2.04%
  • Turnover 39%

USD | NAV as of Feb 27, 2024 | 1-Day Return as of Feb 27, 2024, 11:21 PM GMT+0

Morningstar’s Analysis NWLBX

Will NWLBX outperform in future?

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

Weakness in Nationwide Destination 2035 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 most expensive quintile among peers.

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Portfolio Holdings NWLBX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 96.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Nationwide Bond Portfolio R6

26.99 51.5 Mil

Nationwide Multi-Cap Portfolio R6

22.52 43.0 Mil

Nationwide International Index R6

15.44 29.5 Mil

Nationwide U.S. 130/30 Equity R6

10.43 19.9 Mil

Nationwide Fundamental All Cap Equity R6

5.67 10.8 Mil

iShares Core MSCI Emerging Markets ETF

5.22 10.0 Mil

Nationwide Mid Cap Market Idx R6

4.28 8.2 Mil

Nationwide Amundi Strat Inc R6

2.72 5.2 Mil

Nationwide Small Cap Index R6

2.51 4.8 Mil

FIDELITY GOVERNMENT PORTFOLIO - INST SHARES - FUND

1.99 3.8 Mil
Cash and Equivalents