Morningstar

Nationwide Destination 2060 Fund Class A NWWRX

Morningstar Medalist Rating
Unlock
Medalist Rating as of See Nationwide Investment Hub
  • NAV / 1-Day Return $14.07  /  −0.99 %
  • Fund Size $66.3M
  • Adjusted Expense Ratio 0.970%
  • Net Expense Ratio 0.630%
  • Fee Level: Distribution Above Average
  • Share Class Type Front Load
  • Morningstar Category Target-Date 2060
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) Medium/Moderate
  • Investment Status Open
  • TTM Yield 3.63%
  • Turnover Ratio 49%
NAV and 1-Day Return as of

Morningstar’s Analysis NWWRX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Nationwide Destination 2060 A 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

Unlock our full analysis with Morningstar Investor

Portfolio Holdings NWWRX

More NWWRX Holdings
  • 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

27.43 18M
—

Nationwide International Index R6

12.99 9M
—

Nationwide Large Cap Equity Portfolio

12.61 8M
—

Nationwide U.S. 130/30 Equity R6

12.38 8M
—

Nationwide International Equity Port R6

11.55 8M
—

iShares Core MSCI Emerging Markets ETF

9.51 6M
—

Nationwide Bond Portfolio R6

5.17 3M
—

iShares Core S&P 500 ETF

5.12 3M
—

Nationwide Small Cap Index R6

3.15 2M
—

iShares US Treasury Bond ETF

0.09 61,826
—

Sponsor Center