Skip to Content

Nationwide Destination 2050 Instl Svc NWOSX

Medalist Rating as of | See Nationwide Investment Hub
  • NAV / 1-Day Return 9.53  /  −1.04 %
  • Total Assets 173.1 Mil
  • Adj. Expense Ratio
    0.680%
  • Expense Ratio 0.680%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Target-Date 2050
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity
  • Status Open
  • TTM Yield 1.73%
  • Turnover 42%

USD | NAV as of Jul 17, 2024 | 1-Day Return as of Jul 17, 2024, 10:16 PM GMT+0

Morningstar’s Analysis NWOSX

Will NWOSX outperform in future?

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

Weakness in Nationwide Destination 2050 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

Unlock our full analysis with Morningstar Investor

Portfolio Holdings NWOSX

  • 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 Fundamental All Cap Equity R6

36.73 60.8 Mil

Nationwide International Index R6

19.82 32.8 Mil

Nationwide U.S. 130/30 Equity R6

13.25 21.9 Mil

Nationwide Bond Portfolio R6

12.04 19.9 Mil

iShares Core MSCI Emerging Markets ETF

7.12 11.8 Mil

Nationwide Mid Cap Market Idx R6

6.82 11.3 Mil

Nationwide Small Cap Index R6

2.91 4.8 Mil

iShares 20+ Year Treasury Bond ETF

1.08 1.8 Mil

Nationwide Amundi Strat Inc R6

0.23 381,433

CASH

0.01 13,110
Cash and Equivalents