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Morningstar

Nationwide Destination Ret Instl Svc NWESX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 7.18  /  0.28 %
  • Total Assets 114.6 Mil
  • Adj. Expense Ratio
    0.380%
  • Expense Ratio 0.680%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Target-Date Retirement
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 1.99%
  • Turnover 40%

USD | NAV as of Jan 26, 2023 | 1-Day Return as of Jan 26, 2023, 11:58 PM GMT+00:00

Morningstar’s Analysis NWESX

Will NWESX 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 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.

Summary

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Weakness in Nationwide Destination Ret 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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