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Nationwide Destination 2030 R NWBIX

Quantitative rating as of
  • NAV / 1-Day Return 7.93  /  0.88 %
  • Total Assets 199.8 Mil
  • Adj. Expense Ratio
    0.890%
  • Expense Ratio 1.180%
  • Distribution Fee Level High
  • Share Class Type Retirement, Medium
  • Category Target-Date 2030
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Limited
  • Status Open
  • TTM Yield 0.70%
  • Turnover 36%

Morningstar’s Analysis NWBIX

Will NWBIX outperform in future?

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

Summary

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Weakness in Nationwide Destination 2030 R's Process and People Pillar ratings limits this strategy to a Morningstar Quantitative Rating of Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

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