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Nationwide Destination 2035 Instl Svc NWLSX

Medalist Rating as of | See Nationwide Investment Hub
  • NAV / 1-Day Return 8.82  /  0.23 %
  • Total Assets 174.6 Mil
  • Adj. Expense Ratio
    0.650%
  • Expense Ratio 0.650%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Target-Date 2035
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity
  • Status Open
  • TTM Yield 1.02%
  • Turnover 32%

Morningstar’s Analysis NWLSX

Will NWLSX outperform in future?

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

Weakness in Nationwide Destination 2035 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.

Rated on Published on

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Portfolio Holdings NWLSX

  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 0
  • Other Holdings 12
  • % Assets in Top 10 Holdings 97.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Nationwide Bond Portfolio R6

25.87
47,087,402

Nationwide Multi-Cap Portfolio R6

23.23
42,283,004

Nationwide International Index R6

15.63
28,449,658

Nationwide U.S. 130/30 Equity R6

10.60
19,296,157

Nationwide Fundamental All Cap Equity R6

5.81
10,578,994

iShares Core MSCI Emerging Markets ETF

5.34
9,715,891

Nationwide Mid Cap Market Idx R6

4.42
8,049,683

Nationwide Amundi Strat Inc R6

2.59
4,720,540

Nationwide Small Cap Index R6

2.55
4,646,628

FIDELITY GOVERNMENT PORTFOLIO - INST SHARES - FUND

1.84
3,352,847
Cash and Equivalents