Nationwide Investor Destinations Moderately Aggressive Fund Institutional Service Class
NWWIX
NASDAQ
Weiss Ratings | NWWIX-NASDAQ | Click to Compare |
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Rating | ||||
Reward Index | Fair | |||
Reward Grade | C | |||
Risk Index | Good | |||
Risk Grade | B- | |||
Company Info | NWWIX-NASDAQ | Click to Compare |
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Provider | Nationwide | |||
Manager/Tenure (Years) | Christopher C Graham (8), Keith P. Robinette (8), Andrew Urban (8) | |||
Website | http://www.nationwide.com/mutualfunds | |||
Fund Information | NWWIX-NASDAQ | Click to Compare |
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Fund Name | Nationwide Investor Destinations Moderately Aggressive Fund Institutional Service Class | |||
Category | Global Moderately Aggressive Allocation | |||
Sub-Category | Aggressive Allocation | |||
Prospectus Objective | Growth and Income | |||
Inception Date | Mar 03, 2014 | |||
Open/Closed To New Investors | Open | |||
Minimum Initial Investment | 50,000.00 | |||
Minimum Subsequent Investment | -- | |||
Front End Fee | -- | |||
Back End Fee | -- | |||
Dividends and Shares | NWWIX-NASDAQ | Click to Compare |
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Dividend Yield | 2.61% | |||
Dividend | NWWIX-NASDAQ | Click to Compare |
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Dividend Yield (Forward) | 2.06% | |||
Asset Allocation | NWWIX-NASDAQ | Click to Compare |
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Cash | -0.49% | |||
Stock | 69.86% | |||
U.S. Stock | 40.68% | |||
Non-U.S. Stock | 29.18% | |||
Bond | 21.38% | |||
U.S. Bond | 18.67% | |||
Non-U.S. Bond | 2.71% | |||
Preferred | 0.00% | |||
Convertible | 0.28% | |||
Other Net | 8.96% | |||
Price History | NWWIX-NASDAQ | Click to Compare |
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7-Day Total Return | 0.49% | |||
30-Day Total Return | 2.74% | |||
60-Day Total Return | 4.76% | |||
90-Day Total Return | 8.82% | |||
Year to Date Total Return | 12.63% | |||
1-Year Total Return | 12.47% | |||
2-Year Total Return | 36.95% | |||
3-Year Total Return | 52.98% | |||
5-Year Total Return | 61.55% | |||
Price | NWWIX-NASDAQ | Click to Compare |
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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 | NWWIX-NASDAQ | Click to Compare |
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Nav | $10.10 | |||
1-Month Low NAV | $9.81 | |||
1-Month High NAV | $10.10 | |||
52-Week Low NAV | $8.15 | |||
52-Week Low NAV (Date) | Apr 08, 2025 | |||
52-Week High NAV | $10.90 | |||
52-Week High Price (Date) | Dec 04, 2024 | |||
Beta / Standard Deviation | NWWIX-NASDAQ | Click to Compare |
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Beta | 0.91 | |||
Standard Deviation | 12.99 | |||
Balance Sheet | NWWIX-NASDAQ | Click to Compare |
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Total Assets | 901.69M | |||
Operating Ratios | NWWIX-NASDAQ | Click to Compare |
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Expense Ratio | 0.61% | |||
Turnover Ratio | 42.62% | |||
Performance | NWWIX-NASDAQ | Click to Compare |
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Last Bull Market Total Return | 13.89% | |||
Last Bear Market Total Return | -14.07% | |||