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Morningstar

Nationwide Destination 2025 A NWHAX

Morningstar Medalist Rating
Medalist Rating as of | See Nationwide Investment Hub
  • NAV / 1-Day Return 8.14  /  0.25 %
  • Total Assets 156.4 Mil
  • Adj. Expense Ratio
    0.920%
  • Expense Ratio 0.920%
  • Distribution Fee Level Above Average
  • Share Class Type Front Load
  • Category Target-Date 2025
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 1.39%
  • Turnover 36%

USD | NAV as of Sep 22, 2023 | 1-Day Return as of Sep 22, 2023, 11:22 PM GMT+0

Morningstar’s Analysis NWHAX

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

People Pillar

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

Weakness in Nationwide Destination 2025 A'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 second-costliest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings NWHAX

More NWHAX Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 0
  • Other Holdings 13
  • % Assets in Top 10 Holdings 92.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Nationwide Bond Portfolio R6

41.63
67,421,487
—

Nationwide Multi-Cap Portfolio R6

14.27
23,112,827
—

Nationwide International Index R6

9.30
15,056,475
—

FIDELITY GOVERNMENT PORTFOLIO - INST SHARES - FUND

6.92
11,202,008
Cash and Equivalents

Nationwide U.S. 130/30 Equity R6

6.49
10,514,248
—

Nationwide Inflation-Prot Secs R6

5.61
9,093,129
—

Nationwide Amundi Strat Inc R6

5.20
8,420,876
—

Nationwide Fundamental All Cap Equity R6

3.58
5,803,196
—

iShares Core MSCI Emerging Markets ETF

2.78
4,506,210
—

Nationwide Mid Cap Market Idx R6

2.01
3,256,685
—