Morningstar

Nationwide Destination 2060 Fund Institutional Service Class NWWVX

Morningstar Medalist Rating
Medalist Rating as of | See Nationwide Investment Hub
  • NAV / 1-Day Return 13.92  /  −0.22 %
  • Total Assets 65.5M
  • Adj. Expense Ratio
    0.720%
  • Expense Ratio 0.390%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Target-Date 2060
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 3.95%
  • Turnover 49%

USD | NAV as of Jul 20, 2026 | 1-Day Return as of Jul 20, 2026, 10:41 PM GMT+0

Morningstar’s Analysis NWWVX

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

  • People Pillar

    The People Pillar is our evaluation of the NWWVX 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 NWWVX’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 Instl Svc 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 NWWVX

More NWWVX 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

27.55 18M
—

Nationwide International Index R6

13.00 8M
—

Nationwide Large Cap Equity Portfolio

12.67 8M
—

Nationwide U.S. 130/30 Equity R6

12.32 8M
—

Nationwide International Equity Port R6

11.53 8M
—

iShares Core MSCI Emerging Markets ETF

9.44 6M
—

iShares Core S&P 500 ETF

5.13 3M
—

Nationwide Bond Portfolio R6

5.07 3M
—

Nationwide Small Cap Index R6

3.18 2M
—

iShares US Treasury Bond ETF

0.10 64,399
—

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