Nationwide Destination 2060 Fund Class A
NWWRX
NASDAQ
| Weiss Ratings | NWWRX-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 | NWWRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | Nationwide | |||
| Manager/Tenure (Years) | Christopher C Graham (8), Keith P. Robinette (7), Andrew Urban (7) | |||
| Website | http://www.nationwide.com/mutualfunds | |||
| Fund Information | NWWRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | Nationwide Destination 2060 Fund Class A | |||
| Category | Target-Date 2060 | |||
| Sub-Category | Target Date | |||
| Prospectus Objective | Asset Allocation | |||
| Inception Date | Nov 28, 2014 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 2,000.00 | |||
| Minimum Subsequent Investment | 100.00 | |||
| Front End Fee | 0.06 | |||
| Back End Fee | -- | |||
| Dividends and Shares | NWWRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 2.05% | |||
| Dividend | NWWRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 2.13% | |||
| Asset Allocation | NWWRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 4.77% | |||
| Stock | 86.12% | |||
| U.S. Stock | 56.41% | |||
| Non-U.S. Stock | 29.71% | |||
| Bond | 9.22% | |||
| U.S. Bond | 7.95% | |||
| Non-U.S. Bond | 1.27% | |||
| Preferred | 0.02% | |||
| Convertible | 0.25% | |||
| Other Net | -0.38% | |||
| Price History | NWWRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | 1.59% | |||
| 30-Day Total Return | 3.77% | |||
| 60-Day Total Return | 9.12% | |||
| 90-Day Total Return | 4.31% | |||
| Year to Date Total Return | 4.95% | |||
| 1-Year Total Return | 10.74% | |||
| 2-Year Total Return | 30.71% | |||
| 3-Year Total Return | 33.96% | |||
| 5-Year Total Return | 65.42% | |||
| Price | NWWRX-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 | NWWRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $12.08 | |||
| 1-Month Low NAV | $11.56 | |||
| 1-Month High NAV | $12.10 | |||
| 52-Week Low NAV | $10.27 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $13.54 | |||
| 52-Week High Price (Date) | Dec 04, 2024 | |||
| Beta / Standard Deviation | NWWRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 1.01 | |||
| Standard Deviation | 16.02 | |||
| Balance Sheet | NWWRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 58.35M | |||
| Operating Ratios | NWWRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.96% | |||
| Turnover Ratio | 49.06% | |||
| Performance | NWWRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 14.30% | |||
| Last Bear Market Total Return | -15.29% | |||