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Nationwide Institutional Service MUIFX

Medalist Rating as of | See Nationwide Investment Hub
  • NAV / 1-Day Return 27.65  /  0.04 %
  • Total Assets 1.5 Bil
  • Adj. Expense Ratio
    0.640%
  • Expense Ratio 0.640%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment 50,000
  • Status Open
  • TTM Yield 0.67%
  • Turnover 53%

Morningstar’s Analysis MUIFX

Will MUIFX outperform in future?

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

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Nationwide Institutional Service to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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Portfolio Holdings MUIFX

  • Current Portfolio Date
  • Equity Holdings 135
  • Bond Holdings 0
  • Other Holdings 3
  • % Assets in Top 10 Holdings 34.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
6.46
73,025,081
Technology
6.03
68,197,558
Communication Services
5.02
56,805,606
Consumer Cyclical
3.63
41,021,060
Technology
2.97
33,568,882
Communication Services
2.40
27,175,223
Financial Services
2.36
26,664,102
Financial Services
1.86
21,079,667
Healthcare
1.76
19,868,413
Consumer Cyclical
1.74
19,720,245
Consumer Defensive