The Nationwide Investor Destinations target-risk series’ unstable supporting cast is concerning given its riskier positioning and complex underlying lineup. Most share classes receive Morningstar Analyst Ratings of Neutral, while the pricier C and R shares (moderately aggressive and conservative portfolios) are rated Negative.
Will NDMAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable NDMAX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the NDMAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of NDMAX’s parent organization’s priorities and whether they’re in line with investors’ interests.