Skip to Content

Nationwide BNY Mellon Cr Pl Bd ESGR6 NWCIX

Quantitative rating as of
NAV / 1-Day Return
8.95  /  0.64 %
Total Assets
584.5 Mil
Adj. Expense Ratio
0.480%
Expense Ratio
0.460%
Distribution Fee Level
Above Average
Share Class Type
Retirement, Large
Category
Intermediate Core-Plus Bond
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Min. Initial Investment
1,000,000
Status
Open
TTM Yield
3.08%
Effective Duration
6.02 years

Morningstar’s Analysis NWCIX

Will NWCIX outperform in future?

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

Summary

|

A decline in its Process Pillar rating is the primary driver of Nationwide BNY Mellon Cr Pl Bd ESGR6's downgrade to a Morningstar Quantitative Rating of Negative from Neutral. The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

Unlock our full analysis with Morningstar Investor