Nationwide Destination 2030 Fund Institutional Service Class
NWISX
NASDAQ
| Weiss Ratings | NWISX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | NWISX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | Nationwide | |||
| Manager/Tenure (Years) | Christopher C Graham (9), Keith P. Robinette (8), Andrew Urban (8) | |||
| Website | http://www.nationwide.com/mutualfunds | |||
| Fund Information | NWISX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | Nationwide Destination 2030 Fund Institutional Service Class | |||
| Category | Target-Date 2030 | |||
| Sub-Category | Target Date | |||
| Prospectus Objective | Asset Allocation | |||
| Inception Date | Aug 29, 2007 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 50,000.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | NWISX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 3.73% | |||
| Dividend | NWISX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 1.71% | |||
| Asset Allocation | NWISX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | -1.07% | |||
| Stock | 64.53% | |||
| U.S. Stock | 43.53% | |||
| Non-U.S. Stock | 21.00% | |||
| Bond | 53.43% | |||
| U.S. Bond | 44.15% | |||
| Non-U.S. Bond | 9.28% | |||
| Preferred | 0.09% | |||
| Convertible | 0.24% | |||
| Other Net | -17.21% | |||
| Price History | NWISX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | -1.04% | |||
| 30-Day Total Return | -0.60% | |||
| 60-Day Total Return | 1.80% | |||
| 90-Day Total Return | 9.09% | |||
| Year to Date Total Return | 5.59% | |||
| 1-Year Total Return | 13.76% | |||
| 2-Year Total Return | 25.23% | |||
| 3-Year Total Return | 41.00% | |||
| 5-Year Total Return | 29.38% | |||
| Price | NWISX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | NWISX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $8.81 | |||
| 1-Month Low NAV | $8.72 | |||
| 1-Month High NAV | $8.95 | |||
| 52-Week Low NAV | $8.10 | |||
| 52-Week Low NAV (Date) | Mar 27, 2026 | |||
| 52-Week High NAV | $8.96 | |||
| 52-Week High Price (Date) | Dec 22, 2025 | |||
| Beta / Standard Deviation | NWISX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 0.66 | |||
| Standard Deviation | 8.72 | |||
| Balance Sheet | NWISX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 192.21M | |||
| Operating Ratios | NWISX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.72% | |||
| Turnover Ratio | 40.14% | |||
| Performance | NWISX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 16.61% | |||
| Last Bear Market Total Return | -11.74% | |||