Morningstar

Nationwide Investor Destinations Moderately Aggressive Fund Class A NDMAX

Morningstar Medalist Rating
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  • NAV / 1-Day Return $10.68  /  +0.57 %
  • Fund Size $891.1M
  • Adjusted Expense Ratio 0.860%
  • Net Expense Ratio 0.520%
  • Fee Level: Distribution Low
  • Share Class Type Front Load
  • Morningstar Category Global Moderately Aggressive Allocation
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) Medium/Moderate
  • Investment Status Open
  • TTM Yield 3.67%
  • Turnover Ratio 34%
NAV and 1-Day Return as of

Morningstar’s Analysis NDMAX

Will NDMAX outperform in the 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 NDMAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    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.

  • Parent Pillar

    The Parent Pillar is our rating of NDMAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Nationwide Inv Dest Mod Agrsv A holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

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Portfolio Holdings NDMAX

More NDMAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 95.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Nationwide Bond Portfolio R6

16.27 149M
—

Nationwide International Equity Port R6

13.42 123M
—

Nationwide U.S. 130/30 Equity R6

11.16 102M
—

Nationwide Large Cap Equity Portfolio

11.12 102M
—

Nationwide International Index R6

10.88 100M
—

Nationwide Fundamental All Cap Equity R6

8.73 80M
—

iShares Core MSCI Emerging Markets ETF

8.42 77M
—

Nationwide Mid Cap Market Idx R6

5.81 53M
—

iShares Core S&P 500 ETF

5.29 48M
—

iShares Core S&P Small-Cap ETF

4.18 38M
—

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