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Nationwide Destination 2055 R NTDTX

Medalist Rating as of | See Nationwide Investment Hub
  • NAV / 1-Day Return 13.55  /  0.37 %
  • Total Assets 101.7 Mil
  • Adj. Expense Ratio
    1.130%
  • Expense Ratio 1.130%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Medium
  • Category Target-Date 2055
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity
  • Status Open
  • TTM Yield 1.58%
  • Turnover 39%

Morningstar’s Analysis NTDTX

Will NTDTX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Weakness in Nationwide Destination 2055 R's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

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Portfolio Holdings NTDTX

  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 0
  • Other Holdings 10
  • % Assets in Top 10 Holdings 99.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Nationwide Multi-Cap Portfolio R6

29.54
29,270,405

Nationwide International Index R6

21.14
20,944,889

Nationwide U.S. 130/30 Equity R6

13.51
13,383,336

Nationwide Bond Portfolio R6

10.10
10,007,084

Nationwide Fundamental All Cap Equity R6

7.43
7,362,342

iShares Core MSCI Emerging Markets ETF

7.15
7,087,363

Nationwide Mid Cap Market Idx R6

7.09
7,023,505

Nationwide Small Cap Index R6

2.87
2,839,250

iShares 20+ Year Treasury Bond ETF

1.11
1,095,448

CASH

0.06
58,579
Cash and Equivalents