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Morningstar

Nationwide Mid Cap Market Idx R GMXRX

Morningstar Analyst Rating
Quantitative rating as of | See Nationwide Investment Hub
  • NAV / 1-Day Return 15.61  /  1.08 %
  • Total Assets 726.0 Mil
  • Adj. Expense Ratio
    0.970%
  • Expense Ratio 0.930%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Medium
  • Category Mid-Cap Blend
  • Investment Style Small Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.73%
  • Turnover 15%

USD | NAV as of Feb 06, 2023 | 1-Day Return as of Feb 06, 2023, 11:43 PM GMT+00:00

Morningstar’s Analysis GMXRX

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

People Pillar

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

Summary

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A sound investment process and strong management team underpin Nationwide Mid Cap Market Idx R's Morningstar Quantitative Rating of Bronze. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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