Nasdaq - Delayed Quote USD

Nationwide Destination 2035 A (NWLAX)

10.12 +0.04 (+0.40%)
At close: 8:00 PM EDT
Loading Chart for NWLAX
DELL
  • Previous Close 10.08
  • YTD Return 11.94%
  • Expense Ratio 0.94%
  • Category Target-Date 2035
  • Last Cap Gain 1.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 212.94M
  • Beta (5Y Monthly) 1.12
  • Yield 2.07%
  • 5y Average Return --
  • Holdings Turnover 38.67%
  • Last Dividend 0.02
  • Inception Date Aug 29, 2007

The fund is a "fund of funds" that invests primarily in affiliated mutual funds representing a variety of asset classes. It invests in a professionally selected mix of different asset classes that is tailored for investors planning to retire in, or close to, the year 2035. The fund allocates approximately 52% of its net assets in U.S. stocks (including smaller company stocks), approximately 19% in international stocks, and approximately 29% in bonds (including mortgage-backed and asset-backed securities).

Nationwide

Fund Family

Target-Date 2035

Fund Category

212.94M

Net Assets

2007-08-29

Inception Date

Performance Overview: NWLAX

View More

Trailing returns as of 10/15/2024. Category is Target-Date 2035.

YTD Return

NWLAX
11.94%
Category
9.49%
?

1-Year Return

NWLAX
22.88%
Category
29.95%
?

3-Year Return

NWLAX
3.78%
Category
12.29%
?

5-Year Return

NWLAX
7.84%
Category
12.13%
?

People Also Watch

Holdings: NWLAX

View More

Top 6 Holdings (29.48% of Total Assets)

SymbolCompany% Assets
GIXIX
GIXIX 15.35%
GMXIX
GMXIX 4.19%
IEMG
IEMG 3.31%
NWXGX
NWXGX 2.85%
GMRIX
GMRIX 2.57%
NIFIX
NIFIX 1.21%

Sector Weightings

Recent News: NWLAX

View More

Research Reports: NWLAX

View More

Top Mutual Funds