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Morningstar

Nationwide Mid Cap Market Idx R GMXRX

Morningstar Medalist Rating
Medalist Rating as of | See Nationwide Investment Hub
  • NAV / 1-Day Return 15.78  /  −1.07 %
  • Total Assets 590.0 Mil
  • Adj. Expense Ratio
    1.010%
  • Expense Ratio 1.010%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Medium
  • Category Mid-Cap Blend
  • Investment Style Small Blend
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 0.64%
  • Turnover 19%

USD | NAV as of Apr 16, 2024 | 1-Day Return as of Apr 16, 2024, 12:04 AM GMT+0

Morningstar’s Analysis GMXRX

Will GMXRX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable GMXRX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the GMXRX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of GMXRX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A sound investment process and strong management team underpin Nationwide Mid Cap Market Idx R's Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings GMXRX

More GMXRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 6.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Vistra Corp

0.86 5.4 Mil
Utilities

Williams-Sonoma Inc

0.74 4.6 Mil
Consumer Cyclical

Reliance Inc

0.70 4.4 Mil
Basic Materials

Carlisle Companies Inc

0.70 4.4 Mil
Industrials

GoDaddy Inc Class A

0.62 3.9 Mil
Technology

EMCOR Group Inc

0.60 3.8 Mil
Industrials

Lennox International Inc

0.58 3.6 Mil
Industrials

Graco Inc

0.57 3.6 Mil
Industrials

Saia Inc

0.57 3.6 Mil
Industrials

Manhattan Associates Inc

0.57 3.5 Mil
Technology