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Morningstar

Nationwide Small Cap Index C GMRCX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 9.36  /  0.65 %
  • Total Assets 228.0 Mil
  • Adj. Expense Ratio
    1.380%
  • Expense Ratio 1.380%
  • Distribution Fee Level Low
  • Share Class Type Level Load
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 0.40%
  • Turnover 17%

USD | NAV as of Jan 26, 2023 | 1-Day Return as of Jan 26, 2023, 11:58 PM GMT+00:00

Morningstar’s Analysis GMRCX

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

People Pillar

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

Summary

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Nationwide Small Cap Index C's Average Process and Parent pillars limit this strategy to a Morningstar Quantitative Rating of Negative. 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.

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