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Nationwide Inv Dest Cnsrv R GCFRX

Medalist Rating as of | See Nationwide Investment Hub
  • NAV / 1-Day Return 9.62  /  0.21 %
  • Total Assets 274.4 Mil
  • Adj. Expense Ratio
    1.160%
  • Expense Ratio 1.160%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Medium
  • Category Conservative Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity
  • Status Open
  • TTM Yield 3.09%
  • Turnover 8%

Morningstar’s Analysis GCFRX

Will GCFRX outperform in future?

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

Layers of complexity and a changing cast

Analyst Vedran Beogradlija

Vedran Beogradlija

Analyst

Summary

Nationwide Investor Destination’s target-risk series adds complexity to an otherwise industry-standard approach, while continued turnover drives concerns on whether the team can support the strategy consistently. The series receives a Morningstar Medalist Rating of Neutral across all shares for the Aggressive fund, while the remaining funds get Neutral for the cheapest shares, and Negative for the most expensive.

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Portfolio Holdings GCFRX

  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 0
  • Other Holdings 18
  • % Assets in Top 10 Holdings 83.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Nationwide Bond Portfolio R6

37.94
117,933,754

Nationwide Loomis Short Term Bd R6

13.32
41,409,054

FIDELITY GOVERNMENT PORTFOLIO - INST SHARES - FUND

9.36
29,104,990
Cash and Equivalents

Nationwide Multi-Cap Portfolio R6

7.68
23,866,025

Nationwide Inflation-Prot Secs R6

5.14
15,990,603

iShares 20+ Year Treasury Bond ETF

4.29
13,332,120

Nationwide U.S. 130/30 Equity R6

3.25
10,090,616

iShares 7-10 Year Treasury Bond ETF

3.14
9,767,733

iShares US Treasury Bond ETF

3.08
9,588,976

Nationwide Loomis Core Bond R6

3.08
9,586,619