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Morningstar

Nationwide BNY Mellon Dyn US Core R6 MUIGX

Morningstar Analyst Rating
Quantitative rating as of | See Nationwide Investment Hub
  • NAV / 1-Day Return 12.11  /  1.06 %
  • Total Assets 1.2 Bil
  • Adj. Expense Ratio
    0.500%
  • Expense Ratio 0.500%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Large
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield 1.09%
  • Turnover 229%

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

Morningstar’s Analysis MUIGX

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

People Pillar

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

Summary

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Nationwide BNY Mellon Dyn US Core R6's Average People Pillar and Process Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers. The strategy changed its peer group last December, moving from the Allocation--85%+ Equity category to the Large Blend Morningstar Category.

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