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Nationwide Destination 2050 R NWOBX

Medalist Rating as of | See Nationwide Investment Hub
  • NAV / 1-Day Return 9.04  /  −0.22 %
  • Total Assets 165.7 Mil
  • Adj. Expense Ratio
    1.180%
  • Expense Ratio 1.180%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Medium
  • Category Target-Date 2050
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity
  • Status Open
  • TTM Yield 1.43%
  • Turnover 42%

USD | NAV as of Jun 21, 2024 | 1-Day Return as of Jun 21, 2024, 12:13 AM GMT+0

Morningstar’s Analysis NWOBX

Will NWOBX outperform in future?

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

Weakness in Nationwide Destination 2050 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 highest quintile among peers.

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Portfolio Holdings NWOBX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 100.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Nationwide Multi-Cap Portfolio R6

25.29 41.3 Mil

Nationwide International Index R6

20.00 32.6 Mil

Nationwide U.S. 130/30 Equity R6

13.19 21.5 Mil

Nationwide Bond Portfolio R6

12.02 19.6 Mil

Nationwide Fundamental All Cap Equity R6

11.51 18.8 Mil

iShares Core MSCI Emerging Markets ETF

6.96 11.4 Mil

Nationwide Mid Cap Market Idx R6

6.85 11.2 Mil

Nationwide Small Cap Index R6

2.89 4.7 Mil

iShares 20+ Year Treasury Bond ETF

1.08 1.8 Mil

Nationwide Amundi Strat Inc R6

0.21 341,974