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Morningstar

Nationwide Destination 2055 Instl Svc NTDSX

Morningstar Analyst Rating
Quantitative rating as of | See Nationwide Investment Hub
  • NAV / 1-Day Return 12.88  /  0.94 %
  • Total Assets 85.8 Mil
  • Adj. Expense Ratio
    0.380%
  • Expense Ratio 0.660%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Target-Date 2055
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Limited
  • Status Open
  • TTM Yield 0.60%
  • Turnover 19%

USD | NAV as of Feb 07, 2023 | 1-Day Return as of Feb 07, 2023, 11:52 PM GMT+00:00

Morningstar’s Analysis NTDSX

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

People Pillar

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

Summary

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Weakness in Nationwide Destination 2055 Instl Svc's Process and People Pillar ratings limits this strategy to a Morningstar Quantitative Rating of Negative. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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