Nationwide Bailard International Equities' management team has the proper background and experience to run a quantitative strategy, but limited support and unimpressive results don’t inspire confidence. All share classes receive a Morningstar Analyst Rating of Neutral.
Will NWHMX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable NWHMX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the NWHMX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of NWHMX’s parent organization’s priorities and whether they’re in line with investors’ interests.