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Morningstar

Nationwide Destination Ret R NWEBX

Morningstar Medalist Rating
Medalist Rating as of | See Nationwide Investment Hub
  • NAV / 1-Day Return 7.16  /  −0.69 %
  • Total Assets 101.2 Mil
  • Adj. Expense Ratio
    1.180%
  • Expense Ratio 1.180%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Medium
  • Category Target-Date Retirement
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 2.74%
  • Turnover 22%

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

Morningstar’s Analysis NWEBX

Will NWEBX 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 NWEBX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the NWEBX 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 NWEBX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Weakness in Nationwide Destination Ret R's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

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 highest quintile among peers.

by Morningstar Manager Research
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Portfolio Holdings NWEBX

More NWEBX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 92.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Nationwide Bond Portfolio R6

44.41 46.2 Mil
—

Nationwide Multi-Cap Portfolio R6

12.35 12.8 Mil
—

Nationwide International Index R6

8.02 8.3 Mil
—

FIDELITY GOVERNMENT PORTFOLIO - INST SHARES - FUND

8.00 8.3 Mil
Cash and Equivalents

Nationwide Inflation-Prot Secs R6

6.73 7.0 Mil
—

Nationwide Amundi Strat Inc R6

5.73 6.0 Mil
—

Nationwide U.S. 130/30 Equity R6

5.62 5.8 Mil
—

Nationwide Fundamental All Cap Equity R6

3.10 3.2 Mil
—

iShares Core MSCI Emerging Markets ETF

2.35 2.4 Mil
—

iShares 20+ Year Treasury Bond ETF

2.01 2.1 Mil
—