Morningstar

Nationwide Destination Retirement Fund Institutional Service Class NWESX

Morningstar Medalist Rating
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Medalist Rating as of See Nationwide Investment Hub
  • NAV / 1-Day Return $7.83  /  +0.51 %
  • Fund Size $189.3M
  • Adjusted Expense Ratio 0.710%
  • Net Expense Ratio 0.380%
  • Fee Level: Distribution High
  • Share Class Type Institutional
  • Morningstar Category Target-Date Retirement
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) Medium/Moderate
  • Investment Status Open
  • TTM Yield 3.67%
  • Turnover Ratio 32%
NAV and 1-Day Return as of

Morningstar’s Analysis NWESX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Nationwide Destination Ret Instl Svc holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings NWESX

More NWESX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 93.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Nationwide Bond Portfolio R6

38.33 73M
—

Nationwide Fundamental All Cap Equity R6

13.34 26M
—

Nationwide Inflation-Prot Secs R6

5.94 11M
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Nationwide Strategic Income R6

5.85 11M
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Nationwide U.S. 130/30 Equity R6

5.39 10M
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Nationwide Large Cap Equity Portfolio

5.38 10M
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Nationwide International Equity Port R6

5.37 10M
—

iShares Core S&P 500 ETF

5.24 10M
—

Nationwide International Index R6

5.14 10M
—

Nationwide Loomis Short Term Bd R6

3.50 7M
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