Nationwide Destination 2060 Fund Class R6
NWWUX
NASDAQ
Weiss Ratings | NWWUX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
Rating | ||||
Reward Index | Fair | |||
Reward Grade | C | |||
Risk Index | Good | |||
Risk Grade | B- | |||
Company Info | NWWUX-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 | NWWUX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
Fund Name | Nationwide Destination 2060 Fund Class R6 | |||
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 | 1,000,000.00 | |||
Minimum Subsequent Investment | -- | |||
Front End Fee | -- | |||
Back End Fee | -- | |||
Dividends and Shares | NWWUX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
Dividend Yield | 2.49% | |||
Dividend | NWWUX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
Dividend Yield (Forward) | 2.13% | |||
Asset Allocation | NWWUX-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 | NWWUX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
7-Day Total Return | 1.66% | |||
30-Day Total Return | 3.92% | |||
60-Day Total Return | 9.23% | |||
90-Day Total Return | 4.45% | |||
Year to Date Total Return | 5.18% | |||
1-Year Total Return | 11.32% | |||
2-Year Total Return | 32.00% | |||
3-Year Total Return | 35.99% | |||
5-Year Total Return | 69.61% | |||
Price | NWWUX-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 | NWWUX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
Nav | $12.18 | |||
1-Month Low NAV | $11.65 | |||
1-Month High NAV | $12.19 | |||
52-Week Low NAV | $10.35 | |||
52-Week Low NAV (Date) | Apr 08, 2025 | |||
52-Week High NAV | $13.62 | |||
52-Week High Price (Date) | Dec 04, 2024 | |||
Beta / Standard Deviation | NWWUX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
Beta | 1.01 | |||
Standard Deviation | 15.98 | |||
Balance Sheet | NWWUX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
Total Assets | 58.35M | |||
Operating Ratios | NWWUX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
Expense Ratio | 0.46% | |||
Turnover Ratio | 49.06% | |||
Performance | NWWUX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
Last Bull Market Total Return | 14.61% | |||
Last Bear Market Total Return | -15.15% | |||