Advertisement
Skip to Content
Morningstar

Nationwide C GTRCX

Morningstar Analyst Rating
Quantitative rating as of | See Nationwide Investment Hub
  • NAV / 1-Day Return 22.32  /  1.28 %
  • Total Assets 1.1 Bil
  • Adj. Expense Ratio
    1.590%
  • Expense Ratio 1.630%
  • Distribution Fee Level Below Average
  • Share Class Type Level Load
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 53%

USD | NAV as of Feb 04, 2023 | 1-Day Return as of Feb 04, 2023, 12:15 AM GMT+00:00

Morningstar’s Analysis GTRCX

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

People Pillar

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

Summary

|

Nationwide C's Average People Pillar and Process Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. 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.

Unlock our full analysis with Morningstar Investor