Nationwide Investor Destination’s target-risk series adds complexity to an otherwise industry-standard approach, while continued turnover drives concerns on whether the team can support the strategy consistently. The series receives a Morningstar Medalist Rating of Neutral across all shares for the Aggressive fund, while the remaining funds get Neutral for the cheapest shares, and Negative for the most expensive.
- NAV / 1-Day Return 9.62 / 0.31 %
- Total Assets 312.4 Mil
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Adj. Expense Ratio
- Expense Ratio 0.800%
- Distribution Fee Level Low
- Share Class Type Front Load
- Category Conservative Allocation
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity —
- Status Open
- TTM Yield 2.29%
- Turnover 39%
Morningstar’s Analysis NDCAX
Will NDCAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 0
- Bond Holdings 0
- Other Holdings 18
- % Assets in Top 10 Holdings 79.0