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Morningstar

Nationwide Destination 2060 Instl Svc NWWVX

Morningstar Medalist Rating
Medalist Rating as of | See Nationwide Investment Hub
  • NAV / 1-Day Return 11.75  /  −0.17 %
  • Total Assets 48.7 Mil
  • Adj. Expense Ratio
    0.680%
  • Expense Ratio 0.680%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Target-Date 2060
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 1.76%
  • Turnover 41%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:21 PM GMT+0

Morningstar’s Analysis NWWVX

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

  • People Pillar

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

Weakness in Nationwide Destination 2060 Instl Svc's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings NWWVX

More NWWVX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 100.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Nationwide Multi-Cap Portfolio R6

29.66 15.1 Mil
—

Nationwide International Index R6

21.05 10.7 Mil
—

Nationwide U.S. 130/30 Equity R6

13.62 6.9 Mil
—

Nationwide Bond Portfolio R6

9.09 4.6 Mil
—

Nationwide Mid Cap Market Idx R6

7.72 3.9 Mil
—

Nationwide Fundamental All Cap Equity R6

7.40 3.8 Mil
—

iShares Core MSCI Emerging Markets ETF

7.37 3.7 Mil
—

Nationwide Small Cap Index R6

3.17 1.6 Mil
—

iShares 20+ Year Treasury Bond ETF

0.92 466,193
—

CASH

0.00 938
Cash and Equivalents