Morningstar

Nationwide Investor Destinations Moderately Aggressive Fund Class R GMARX

Morningstar Medalist Rating
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Medalist Rating as of See Nationwide Investment Hub
  • NAV / 1-Day Return $9.81  /  −0.30 %
  • Fund Size $872.0M
  • Adjusted Expense Ratio 1.160%
  • Net Expense Ratio 0.820%
  • Fee Level: Distribution Below Average
  • Share Class Type Retirement, Medium
  • Morningstar Category Global Moderately Aggressive Allocation
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) —
  • Investment Status Open
  • TTM Yield 3.75%
  • Turnover Ratio 34%
NAV and 1-Day Return as of

Morningstar’s Analysis GMARX

Will GMARX outperform in the 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 GMARX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Nationwide Inv Dest Mod Agrsv R holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings GMARX

More GMARX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 95.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Nationwide Bond Portfolio R6

16.49 145M
—

Nationwide International Equity Port R6

13.43 118M
—

Nationwide U.S. 130/30 Equity R6

11.12 98M
—

Nationwide Large Cap Equity Portfolio

11.10 98M
—

Nationwide International Index R6

10.87 96M
—

Nationwide Fundamental All Cap Equity R6

8.70 77M
—

iShares Core MSCI Emerging Markets ETF

8.44 74M
—

Nationwide Mid Cap Market Idx R6

5.79 51M
—

iShares Core S&P 500 ETF

5.24 46M
—

iShares Core S&P Small-Cap ETF

4.11 36M
—

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