Morningstar

Nationwide Destination 2035 Fund Class R NWLBX

Morningstar Medalist Rating
Medalist Rating as of | See Nationwide Investment Hub
  • NAV / 1-Day Return 9.96  /  +0.10 %
  • Total Assets 199.6M
  • Adj. Expense Ratio
    1.220%
  • Expense Ratio 0.890%
  • Distribution Fee Level High
  • Share Class Type Retirement, Medium
  • Category Target-Date 2035
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 3.39%
  • Turnover 39%

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

Morningstar’s Analysis NWLBX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Nationwide Destination 2035 R 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
Rated on Published on

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Portfolio Holdings NWLBX

More NWLBX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 94.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Nationwide Bond Portfolio R6

23.84 47M
—

Nationwide Fundamental All Cap Equity R6

21.20 42M
—

Nationwide Large Cap Equity Portfolio

9.06 18M
—

Nationwide U.S. 130/30 Equity R6

9.05 18M
—

Nationwide International Equity Port R6

8.36 17M
—

Nationwide International Index R6

8.21 16M
—

iShares Core MSCI Emerging Markets ETF

6.24 12M
—

iShares Core S&P 500 ETF

3.36 7M
—

Nationwide Strategic Income R6

2.89 6M
—

Nationwide Small Cap Index R6

2.42 5M
—

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